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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 %
IF
1576
IRON Financial
Illinois
$510K -$6.34K -96 -1%
NO
1577
Ninety One
South Africa
$509K +$117K +1,768 +30%
JWA
1578
JFS Wealth Advisors
Pennsylvania
$508K +$58.7K +887 +13%
DHFB
1579
Dixon Hubard Feinour & Brown
Virginia
$502K – – –
CBA
1580
Coastal Bridge Advisors
Connecticut
$501K +$501K +7,588 New
RCA
1581
Rex Capital Advisors
Rhode Island
$500K -$262K -3,970 -34%
Edgewood Management
1582
Edgewood Management
Connecticut
$500K – – –
LI
1583
Lafayette Investments
Maryland
$499K +$3.04K +46 +0.6%
BRM
1584
Boston Research & Management
Massachusetts
$497K – – –
PCM
1585
Perritt Capital Management
Illinois
$497K +$7.93K +120 +2%
HI
1586
Horizon Investments
North Carolina
$497K +$497K +7,534 New
CAG
1587
Crestwood Advisors Group
Massachusetts
$496K +$145K +2,198 +41%
USGIU
1588
U.S. Global Investors (USGI)
Texas
$495K +$66K +1,000 +15%
GS
1589
GAM Systematic
United Kingdom
$494K -$288K -4,354 -37%
AIM
1590
Arcadia Investment Management
Michigan
$494K +$26.8K +405 +6%
AIM
1591
Assured Investment Management
New York
$494K +$494K +7,479 New
KA
1592
Kovack Advisors
Florida
$493K +$182K +2,763 +59%
TNB
1593
Thomasville National Bank
Georgia
$492K +$30.3K +460 +7%
MFW
1594
Meristem Family Wealth
Minnesota
$492K +$492K +7,450 New
IAA
1595
Ironsides Asset Advisors
North Carolina
$490K +$64K +968 +15%
FPCP
1596
Fort Point Capital Partners
California
$489K +$19.8K +300 +4%
MC
1597
Menta Capital
California
$489K +$489K +7,400 New
HJA
1598
Hugh Johnson Advisors
New York
$487K -$33.6K -509 -6%
KCPG
1599
Kavar Capital Partners Group
Kansas
$487K -$726 -11 -0.1%
CA
1600
Cornerstone Advisory
Maryland
$484K +$484K +7,325 New
62 63
64
65 66