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JPMorgan Chase
JPM

Overview Fund Activity

1,940 hedge funds and large institutions have $183B invested in JPMorgan Chase in 2015 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 767 increasing their positions, 757 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,940
Holders Change
+109
Holders Change %
+5.95%
% of All Funds
50.95%
Holding in Top 10
444
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+2.54%
% of All Funds
11.66%
New
196
Increased
767
Reduced
757
Closed
63
Calls
$2.31B
Puts
$2.82B
Net Calls
-$514M
Net Calls Change
-$1.02B

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$302M
2
Capital World Investors
Capital World Investors
California
+$282M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$276M
4
Capital International Investors
Capital International Investors
California
+$254M
5
Primecap Management
Primecap Management
California
+$227M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$2.97B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$657M
3
SC
Sculptor Capital
New York
-$361M
4
Northern Trust
Northern Trust
Illinois
-$223M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$201M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
1476
Franklin Street Advisors
North Carolina
$807K -$13.2K -200 -2%
HB
1477
Homrich & Berg
Georgia
$806K +$32K +484 +4%
MCM
1478
Mork Capital Management
California
$799K +$26.4K +400 +3%
ACS
1479
Archford Capital Strategies
Illinois
$799K +$499K +7,721 +166%
NFC
1480
Northeast Financial Consultants
Connecticut
$789K -$32.2K -487 -4%
LJHT
1481
Laurie J. Hall Trustee
$778K +$5.84K +100 +0.8%
NFG
1482
Next Financial Group
Texas
$777K -$176K -2,667 -18%
MLIC
1483
Mandatum Life Insurance Company
Finland
$777K +$777K +11,773 New
BCM
1484
Beck Capital Management
Texas
$776K -$33.3K -504 -4%
BO
1485
Bank OZK
Arkansas
$776K +$4.95K +75 +0.6%
SGAM
1486
Steinberg Global Asset Management
Florida
$771K +$6.34K +96 +0.8%
AI
1487
Accredited Investors
Minnesota
$768K +$512K +7,747 +200%
TMC
1488
Trellus Management Company
Florida
$766K – – –
GIA
1489
Granite Investment Advisors
New Hampshire
$765K -$13.2K -200 -2%
HCM
1490
Harvey Capital Management
Florida
$765K – – –
MHI
1491
Miller Howard Investments
New York
$761K – – –
FNBTCON
1492
First National Bank & Trust Co of Newtown
Pennsylvania
$759K +$7.2K +109 +1%
WFMPM
1493
Woodley Farra Manion Portfolio Management
Indiana
$748K – – –
MCM
1494
Maple Capital Management
Vermont
$735K +$24.2K +367 +3%
BA
1495
Bristlecone Advisors
Washington
$732K +$732K +11,093 New
IH
1496
IFC Holdings
Florida
$724K +$40.2K +605 +6%
SRP
1497
Saddle Road Partners
Nebraska
$722K +$722K +10,931 New
WA
1498
Waverly Advisors
Alabama
$721K +$721K +10,918 New
BGDI
1499
BW Gestao de Investimentos
Brazil
$720K – – –
CF
1500
CenterStar Fund
Illinois
$719K -$39K – –
58 59
60
61 62