JPM icon

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 %
CL
1726
Croft-Leominster
Maryland
$303K +$72.7K +1,102 +32%
DWM
1727
Dorchester Wealth Management
Quebec, Canada
$302K – – –
SIM
1728
Sadoff Investment Management
Wisconsin
$299K +$299K +4,521 New
RSVP
1729
Ramsay Stattman Vela & Price
Colorado
$295K – – –
KFS
1730
Kurt F. Somerville
$293K -$26.4K -400 -8%
ARMC
1731
American Research & Management Company
Massachusetts
$292K -$1.65K -25 -0.6%
BOS
1732
Bingham Osborn & Scarborough
California
$290K – – –
CCA
1733
Conestoga Capital Advisors
Pennsylvania
$287K – – –
MA
1734
Marshwinds Advisory
Georgia
$287K +$659 +10 +0.2%
CIA
1735
CCM Investment Advisers
South Carolina
$286K -$45.2K -685 -14%
ORI
1736
Oak Ridge Investments
Illinois
$285K – – –
FWM
1737
Focused Wealth Management
New York
$284K +$23.3K +353 +9%
HR
1738
Howe & Rusling
New York
$283K -$85.3K -1,290 -23%
VWM
1739
Vector Wealth Management
Minnesota
$282K -$66 -1 -0%
RTS
1740
Round Table Services
New Jersey
$282K +$282K +4,265 New
DWM
1741
Destination Wealth Management
California
$282K +$282K +4,273 New
Verition Fund Management
1742
Verition Fund Management
Connecticut
$280K +$280K +4,233 New
VIA
1743
Vantage Investment Advisors
Pennsylvania
$279K +$18.4K +279 +7%
BAM
1744
Bruderman Asset Management
New York
$278K +$2.51K +38 +0.9%
CFS
1745
Commonwealth Financial Services
West Virginia
$278K +$278K +4,214 New
GAM
1746
Gotham Asset Management
New York
$276K -$609K -9,232 -69%
LCP
1747
Lombardia Capital Partners
California
$274K -$54.5K -824 -17%
BFEC
1748
Benjamin F. Edwards & Company
Missouri
$274K +$29.8K +451 +12%
NEPPG
1749
New England Professional Planning Group
Rhode Island
$274K +$39.2K +595 +17%
HIC
1750
Hartline Investment Corp
Illinois
$272K – – –
68 69
70
71 72