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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 %
FPCG
1526
Fort Pitt Capital Group
Pennsylvania
$644K +$42.5K +644 +7%
CCA
1527
Catalyst Capital Advisors
New York
$637K – – –
PBO
1528
Peoples Bank (Ohio)
Ohio
$636K +$636K +9,622 New
BSW
1529
Buckingham Strategic Wealth
Missouri
$633K -$92.1K -1,395 -13%
GWM
1530
Gupta Wealth Management
California
$632K +$49.3K +746 +8%
WA
1531
Wheatland Advisors
Pennsylvania
$631K – – –
HH
1532
Hilltop Holdings
Texas
$625K -$20.9K -317 -3%
AGA
1533
Accuvest Global Advisors
Utah
$623K – – –
BCP
1534
Berkeley Capital Partners
Georgia
$622K +$622K +9,424 New
CCG
1535
Chatham Capital Group
Georgia
$615K +$81.9K +1,240 +15%
ACM
1536
Armbruster Capital Management
New York
$606K +$606K +9,184 New
BFM
1537
Boothbay Fund Management
New York
$604K +$604K +9,153 New
SCM
1538
Salem Capital Management
Massachusetts
$602K – – –
AIM
1539
AMI Investment Management
Indiana
$601K – – –
CT
1540
Coastline Trust
Rhode Island
$599K -$3.37K -51 -0.6%
RP
1541
Rowlandmiller & Partners
Georgia
$599K – – –
PAM
1542
Premier Asset Management
Illinois
$595K +$595K +9,025 New
LCM
1543
Liberty Capital Management
Michigan
$594K -$26.8K -406 -4%
CWA
1544
Cypress Wealth Advisors
California
$588K +$13.3K +202 +2%
PNAA
1545
Pictet North America Advisors
Switzerland
$586K +$11.8K +179 +2%
PWAP
1546
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$581K -$363K -5,498 -38%
AWM
1547
AllSquare Wealth Management
New York
$580K +$39.6K +600 +7%
GBT
1548
Grove Bank & Trust
Florida
$575K +$575K +8,717 New
KLWA
1549
Kelly Lawrence W & Associates
California
$571K +$452K +6,850 +381%
LC
1550
Lourd Capital
California
$570K +$38.8K +588 +7%
60 61
62
63 64