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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 %
GSBTD
1626
Glenview State Bank Trust Department
Illinois
$439K +$13.2K +200 +3%
Walleye Trading
1627
Walleye Trading
New York
$437K +$437K +6,618 New
CCMW
1628
Cypress Capital Management (Wyoming)
Wyoming
$434K – – –
AWA
1629
Arete Wealth Advisors
Illinois
$434K +$264 +4 +0.1%
FNBSF
1630
First National Bank Sioux Falls
South Dakota
$433K – – –
ZCI
1631
Zevenbergen Capital Investments
Washington
$431K +$31.1K +470 +8%
EP
1632
Elkhorn Partners
Nebraska
$429K – – –
QCMC
1633
Quantum Capital Management (California)
California
$428K -$8.31K -126 -2%
DW
1634
Domani Wealth
Pennsylvania
$428K +$65.2K +988 +18%
LCM
1635
Lucas Capital Management
New Jersey
$426K +$5.81K +88 +1%
CCB
1636
Cutter & Co Brokerage
Missouri
$425K +$3.3K +50 +0.8%
EIA
1637
Edgemoor Investment Advisors
Maryland
$421K +$5.94K +90 +1%
DFIM
1638
Detwiler Fenton Investment Management
Massachusetts
$421K +$421K +6,375 New
NYLT
1639
New York Life Trust
New York
$418K -$10.8K -164 -3%
AP
1640
Atwood & Palmer
Missouri
$417K – – –
S
1641
SignatureFD
Georgia
$417K +$61.2K +926 +17%
KFA
1642
Kelleher Financial Advisors
New York
$413K -$98.7K -1,495 -19%
JFA
1643
JNBA Financial Advisors
Minnesota
$413K – – –
RB
1644
Rodgers Brothers
Pennsylvania
$409K – – –
CMANY
1645
Capital Management Associates (New York)
New York
$409K +$13.2K +200 +3%
AW
1646
Alpha Windward
Massachusetts
$408K -$6.54K -99 -2%
SC
1647
Searle & Co
Connecticut
$407K -$36.2K -569 -8%
NCMG
1648
NCM Capital Management Group
North Carolina
$405K – – –
MCA
1649
Mercer Capital Advisers
New Jersey
$405K – – –
WDA
1650
Wendell David Associates
New Hampshire
$405K +$147K +2,225 +57%
64 65
66
67 68