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

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$2.27B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$7.85B
3
SC
Sculptor Capital
New York
$2.44M
4
Northern Trust
Northern Trust
Illinois
$3.3B
5
Capital Research Global Investors
Capital Research Global Investors
California
$481M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
1751
Ironwood Investment Management
Massachusetts
$272K – – –
NED
1752
Nancy E. Dempze
$271K +$271K +4,100 New
HAIM
1753
Hunter Associates Investment Management
Pennsylvania
$269K -$33K -500 -11%
TCM
1754
Towercrest Capital Management
Pennsylvania
$269K – – –
SNBOSD
1755
Security National Bank of So Dak
Iowa
$269K – – –
HPBT
1756
High Point Bank & Trust
North Carolina
$267K – – –
ACM
1757
Alethea Capital Management
Washington
$266K +$266K +4,026 New
AFG
1758
Albion Financial Group
Utah
$265K – – –
IWC
1759
Integrated Wealth Counsel
California
$264K -$14.4K -218 -5%
MCM
1760
MV Capital Management
Maryland
$264K +$90.4K +1,366 +52%
FRM
1761
Fox Run Management
Connecticut
$264K +$264K +4,000 New
TGI
1762
Tradewinds Global Investors
California
$263K -$132 -2 -0.1%
CP
1763
Camelot Portfolios
Ohio
$262K -$22K -334 -8%
SMC
1764
Smith, Moore & Co
Missouri
$262K +$262K +3,965 New
CRC
1765
Curi RMB Capital
Illinois
$262K +$262K +3,972 New
DAM
1766
Doheny Asset Management
California
$261K – – –
DCM
1767
Dynamic Capital Management
Jersey
$261K +$261K +3,951 New
TC
1768
Telemus Capital
Michigan
$260K -$10K -152 -4%
GC
1769
Gratry & Company
Ohio
$260K – – –
IWA
1770
Intercontinental Wealth Advisors
Texas
$260K +$260K +3,936 New
FC
1771
Financial Consulate
Maryland
$259K – – –
NGA
1772
Naples Global Advisors
Florida
$256K – – –
TPW
1773
Tiller Private Wealth
Pennsylvania
$256K +$256K +3,879 New
HF
1774
HRT Financial
New York
$254K – – –
PMAM
1775
Picton Mahoney Asset Management
Ontario, Canada
$252K – – –
69 70
71
72 73