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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 %
TNAM
1601
Terra Nova Asset Management
New York
$482K -$54.3K -822 -10%
OLA
1602
Oliver Luxxe Assets
New Jersey
$481K +$481K +8,178 New
Two Sigma Investments
1603
Two Sigma Investments
New York
$480K -$9.3M -140,899 -95%
VNA
1604
VNBTrust National Association
Virginia
$479K -$1.98K -30 -0.4%
MFW
1605
Mosaic Family Wealth
Missouri
$479K +$479K +7,260 New
SIC
1606
SFE Investment Counsel
California
$476K – – –
KF
1607
Krilogy Financial
Missouri
$476K +$32.1K +485 +7%
NAP
1608
New Amsterdam Partners
New York
$474K – – –
CA
1609
Cambridge Advisors
Nebraska
$471K +$2.58K +39 +0.5%
OWP
1610
Obermeyer Wealth Partners
Colorado
$470K -$62.1K -941 -12%
KSA
1611
Ken Stern & Associates
California
$469K +$16.8K +255 +4%
ACC
1612
Accident Compensation Corp
New Zealand
$468K +$468K +7,086 New
NCM
1613
Northroad Capital Management
New York
$465K -$26.7K -405 -5%
KIC
1614
Keating Investment Counselors
Florida
$464K -$30.9K -468 -6%
LNB
1615
Ledyard National Bank
$463K – – –
AF
1616
Affiance Financial
Minnesota
$458K +$3.63K +55 +0.8%
BA
1617
BKS Advisors
Michigan
$457K +$2.25K +34 +0.5%
ECM
1618
Evergreen Capital Management
Washington
$456K -$13.9K -210 -3%
WDL
1619
Well Done LLC
Michigan
$454K +$454K +6,872 New
ACM
1620
Aviance Capital Management
Florida
$451K -$25K -379 -5%
SHCM
1621
Stokes & Hubbell Capital Management
Louisiana
$451K +$991 +15 +0.2%
BAM
1622
Brave Asset Management
New Jersey
$450K – – –
BIAS
1623
Beacon Investment Advisory Services
New Jersey
$446K -$9.06K -137 -2%
WCM
1624
Weik Capital Management
Pennsylvania
$445K – – –
HA
1625
Hamel Associates
New Jersey
$440K – – –
63 64
65
66 67