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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 %
BFA
1676
Beaumont Financial Advisors
Massachusetts
$372K +$1.45K +22 +0.4%
HCMT
1677
Highland Capital Management (Texas)
Texas
$372K +$98.9K +1,500 +36%
SWA
1678
SFMG Wealth Advisors
Texas
$371K +$33.3K +505 +10%
UAS
1679
United Asset Strategies
New York
$371K +$64.1K +971 +21%
NA
1680
Navellier & Associates
Nevada
$371K +$371K +5,620 New
BCM
1681
Brookstone Capital Management
Illinois
$370K +$10.5K +159 +3%
OAC
1682
OMERS Administration Corp
Ontario, Canada
$370K +$370K +5,600 New
MCA
1683
Morris Capital Advisors
Pennsylvania
$370K +$370K +5,602 New
CGL
1684
Clarius Group LLC
Washington
$370K +$370K +5,608 New
EAM
1685
Evanson Asset Management
California
$368K +$368K +5,573 New
VAM
1686
Visionary Asset Management
Texas
$367K +$137K +2,076 +60%
CBT
1687
Central Bank & Trust
Kentucky
$366K +$13.2K +200 +4%
CCM
1688
Cutler Capital Management
Massachusetts
$363K – – –
SAM
1689
SignalPoint Asset Management
Missouri
$363K +$5.68K +86 +2%
ACM
1690
Alta Capital Management
Utah
$362K +$8.5K +129 +2%
WG
1691
Welch Group
Alabama
$361K +$33K +500 +10%
PIM
1692
Profit Investment Management
Maryland
$360K +$19.8K +299 +6%
WCM
1693
Windsor Capital Management
Arizona
$359K -$8.9K -135 -2%
BWP
1694
BSW Wealth Partners
Colorado
$359K +$359K +5,433 New
CPS
1695
Counsel Portfolio Services
Ontario, Canada
$357K – – –
AP
1696
AHL Partners
United Kingdom
$355K -$320K -4,848 -47%
PAA
1697
Peregrine Asset Advisers
Oregon
$351K – – –
SIM
1698
Sonora Investment Management
Arizona
$348K -$36.6K -555 -10%
BHA
1699
Beech Hill Advisors
New York
$348K -$26.4K -400 -7%
AWM
1700
Affinity Wealth Management
Delaware
$347K +$89.8K +1,358 +35%
66 67
68
69 70