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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 %
EDRE
1501
Edmond de Rothschild (Europe)
Luxembourg
$718K -$31.7K -480 -4%
SWM
1502
Segment Wealth Management
Texas
$718K – – –
JSAM
1503
J. Safra Asset Management
New York
$715K +$715K +10,827 New
RP
1504
Riverbridge Partners
Minnesota
$714K -$44K -666 -6%
PFS
1505
Prospera Financial Services
Texas
$713K +$166K +2,512 +30%
GAG
1506
GM Advisory Group
New York
$712K +$712K +10,786 New
AAS
1507
Annex Advisory Services
Wisconsin
$708K +$76.8K +1,163 +12%
JIP
1508
Jaffetilchin Investment Partners
Florida
$703K +$145K +2,202 +26%
RC
1509
Reik & Co
New York
$700K – – –
TAM
1510
Taylor Asset Management
Ontario, Canada
$694K – – –
GCMG
1511
Gyroscope Capital Management Group
Florida
$694K – – –
KPCM
1512
Kings Point Capital Management
New York
$690K -$8.25K -125 -1%
EMR
1513
Errol M. Rudman
$687K -$82.6K -1,250 -11%
CK
1514
Cohen Klingenstein
New York
$687K – – –
WMC
1515
Westwood Management Corporation
Illinois
$684K -$18.5M -280,000 -96%
SSP
1516
Sapphire Star Partners
Washington
$674K +$674K +10,220 New
RT
1517
Rockland Trust
Massachusetts
$673K -$42.1K -637 -6%
CPO
1518
Cerity Partners OCIO
New York
$673K +$1.06K +16 +0.2%
WC
1519
Whitnell & Co
Illinois
$670K -$25.1K -380 -4%
SAS
1520
Stelac Advisory Services
New York
$667K -$52.4K -793 -7%
CPA
1521
Cowen Prime Advisors
New York
$665K – – –
KTC
1522
Kistler-Tiffany Companies
Pennsylvania
$661K +$152K +2,283 +30%
PCM
1523
Princeton Capital Management
New Jersey
$653K -$609K -9,217 -48%
MA
1524
MCF Advisors
Kentucky
$652K -$57.8K -875 -8%
FNB
1525
Farmers National Bank
Kentucky
$646K +$42.9K +650 +7%
59 60
61
62 63