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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 %
Kayne Anderson Rudnick Investment Management
1551
Kayne Anderson Rudnick Investment Management
California
$567K – – –
HCM
1552
Highlander Capital Management
New Jersey
$566K +$3.3K +50 +0.6%
WA
1553
Wealth Architects
California
$564K – – –
GWCM
1554
Godshalk Welsh Capital Management
Pennsylvania
$562K – – –
AWM
1555
Arbor Wealth Management
Florida
$561K +$561K +10,070 New
AFP
1556
Ausdal Financial Partners
Iowa
$559K +$559K +8,463 New
AA
1557
ALPS Advisors
Colorado
$558K -$21.1M -319,266 -97%
LA
1558
Lau Associates
Delaware
$555K – – –
BMM
1559
Buffington Mohr McNeal
Idaho
$555K +$555K +8,409 New
TT
1560
Tiedemann Trust
Delaware
$551K +$19.8K +300 +4%
LFG
1561
LifePlan Financial Group
Ohio
$547K -$4.76K -72 -0.9%
ECAM
1562
East Coast Asset Management
Massachusetts
$546K -$2.31K -35 -0.4%
MI
1563
Montage Investments
Kansas
$545K +$545K +8,247 New
TRIM
1564
Thompson Rubinstein Investment Management
Oregon
$543K – – –
Tudor Investment Corp
1565
Tudor Investment Corp
Connecticut
$541K -$1.6M -24,287 -75%
HI
1566
Hudock Inc
Pennsylvania
$537K +$1.58K +24 +0.3%
SS
1567
Sunbelt Securities
Texas
$535K +$1.59K +24 +0.3%
PAM
1568
Palisade Asset Management
Minnesota
$533K -$86K -1,302 -14%
HFA
1569
High Falls Advisors
New York
$533K +$533K +8,075 New
KAM
1570
Keeley Asset Management
Illinois
$532K -$46.3K -700 -8%
RMCM
1571
Reynders McVeigh Capital Management
Massachusetts
$530K +$10.6K +160 +2%
HCM
1572
Hodges Capital Management
Texas
$527K +$56.8K +861 +12%
PGA
1573
Portland Global Advisors
Maine
$518K +$109K +1,650 +27%
CAI
1574
Capital Advisors Inc
Oklahoma
$517K +$54.4K +824 +12%
BHBT
1575
Burke & Herbert Bank & Trust
Virginia
$511K – – –
61 62
63
64 65