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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 %
BFPW
1701
BOK Financial Private Wealth
Colorado
$346K -$1.78K -27 -0.5%
RIA
1702
Regal Investment Advisors
Michigan
$343K +$62.5K +948 +22%
BRA
1703
Bender Robert & Associates
California
$342K +$9.57K +145 +3%
NFG
1704
Nadler Financial Group
Illinois
$340K +$3.5K +53 +1%
TFCP
1705
Twin Focus Capital Partners
Massachusetts
$340K +$340K +5,148 New
AIA
1706
Allegis Investment Advisors
Idaho
$340K +$340K +5,155 New
CC
1707
Capital Counsel
New York
$339K -$2.18K -33 -0.6%
PCM
1708
Pointe Capital Management
Michigan
$336K -$13.2K -200 -4%
WIA
1709
Westbourne Investment Advisors
Maryland
$335K – – –
IT
1710
Independence Trust
Tennessee
$335K +$42.5K +645 +15%
DAS
1711
Dynamic Advisor Solutions
Arizona
$335K +$335K +5,078 New
RVPG
1712
Relative Value Partners Group
$330K – – –
CRIG
1713
Charter Research & Investment Group
Connecticut
$330K – – –
ZA
1714
Zazove Associates
Nevada
$330K +$330K +5,000 New
PCMC
1715
Paragon Capital Management (Colorado)
Colorado
$328K -$11.5K -174 -3%
FCIM
1716
Fairview Capital Investment Management
California
$326K – – –
SIG
1717
Sky Investment Group
Connecticut
$320K – – –
LRIC
1718
Long Road Investment Counsel
Michigan
$319K – – –
PSC
1719
Prentiss Smith & Co
Vermont
$315K +$41.1K +621 +15%
B
1720
Bellecapital
Switzerland
$311K – – –
CAM
1721
CMT Asset Management
Illinois
$311K +$311K +4,715 New
RWM
1722
Rench Wealth Management
Texas
$306K +$35.4K +536 +13%
PG
1723
Proffitt & Goodson
Tennessee
$306K +$60.8K +920 +25%
HCC
1724
Hirtle Callaghan & Co
Pennsylvania
$305K -$145K -2,200 -32%
LI
1725
LVZ Inc
Michigan
$305K -$4.23K -64 -1%
67 68
69
70 71