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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
1
Deutsche Bank
Germany
$1.24B
2
Capital World Investors
2
Capital World Investors
California
$7.39B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.4B
4
Capital International Investors
4
Capital International Investors
California
$803M
5
Primecap Management
5
Primecap Management
California
$944M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$2.27B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.85B
3
SC
3
Sculptor Capital
New York
$2.44M
4
Northern Trust
4
Northern Trust
Illinois
$3.3B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$481M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
151
Rockefeller Financial Services
New York
$161M -$4.3M -65,173 -3%
PI
152
PGGM Investments
Netherlands
$158M -$6.23M -94,286 -4%
Loomis, Sayles & Company
153
Loomis, Sayles & Company
Massachusetts
$158M +$6.85M +103,706 +5%
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$153M +$6.13M +92,909 +4%
VAM
155
Vontobel Asset Management
New York
$150M +$1.89M +27,167 +1%
AAM
156
Aberdeen Asset Management
United Kingdom
$150M +$5.83M +92,333 +4%
NRECA
157
National Rural Electric Cooperative Association
Virginia
$149M – – –
CA
158
Commerzbank Aktiengesellschaft
Germany
$149M -$15.5M -234,366 -9%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$147M +$2.65M +40,118 +2%
HFS
160
HL Financial Services
Kentucky
$143M +$10M +152,165 +8%
T
161
Thomaspartners
Massachusetts
$142M +$2.8M +42,409 +2%
OTPPB
162
Ontario Teachers' Pension Plan Board
Ontario, Canada
$142M +$63.1M +954,965 +80%
PAMU
163
Pictet Asset Management (UK)
United Kingdom
$141M -$8.54M -129,390 -6%
Axa
164
Axa
France
$139M -$40.5M -613,182 -23%
LCS
165
Levin Capital Strategies
New York
$139M +$5.25M +79,573 +4%
AAMU
166
AEGON Asset Management (UK)
United Kingdom
$138M +$37M +560,112 +37%
NIMC
167
NWQ Investment Management Company
California
$137M -$6.88M -104,168 -5%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$133M +$3.34M +50,578 +3%
CI
169
Cincinnati Insurance
Ohio
$133M – – –
RFC
170
Regions Financial Corp
Alabama
$132M -$1.56M -23,602 -1%
MLICM
171
Metropolitan Life Insurance Company (MetLife)
New York
$131M -$2.91M -44,047 -2%
BGC
172
Beutel, Goodman & Co
Ontario, Canada
$127M +$1.08M +24,478 +0.9%
GA
173
Geneva Advisors
Illinois
$126M +$11.3M +171,808 +10%
AII
174
AGF Investments Inc
Ontario, Canada
$126M -$5.2M -78,775 -4%
CLM
175
ClearBridge LLC (Maryland)
Maryland
$125M -$32.4M -490,230 -21%
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