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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 %
IIC
1776
Ironwood Investment Counsel
Arizona
$252K +$132 +2 +0.1%
FCMC
1777
Founders Capital Management (Connecticut)
Connecticut
$250K +$1.45K +22 +0.6%
DE
1778
Day & Ennis
Georgia
$250K +$250K +3,781 New
SFS
1779
Summit Financial Strategies
Ohio
$249K -$44.4K -674 -15%
LCM
1780
LVM Capital Management
Michigan
$249K +$31.7K +481 +15%
PAS
1781
Park Avenue Securities
New York
$249K +$249K +3,776 New
SCA
1782
Salient Capital Advisors
Texas
$248K -$102K -1,541 -29%
FGP
1783
Foyston, Gordon, & Payne
Ontario, Canada
$248K -$47.4K -718 -16%
SFI
1784
SPC Financial Inc
Maryland
$248K +$726 +11 +0.3%
TFF
1785
The Family Firm
Maryland
$247K -$4.3K -65 -2%
CC
1786
Cornerstone Capital
California
$245K – – –
ZDA
1787
Zweig-DiMenna Associates
New York
$244K +$244K +3,700 New
GCP
1788
GSA Capital Partners
United Kingdom
$242K -$1.71M -25,907 -88%
IC
1789
Intersect Capital
California
$242K -$529 -8 -0.2%
VHAM
1790
Van Hulzen Asset Management
California
$242K – – –
LOT
1791
Lombard Odier Transatlantic
Quebec, Canada
$242K – – –
MKC
1792
M. Kraus & Co
Vermont
$240K – – –
HPIA
1793
Hamilton Point Investment Advisors
North Carolina
$240K – – –
CAM
1794
Concorde Asset Management
Michigan
$240K +$240K +3,617 New
SHWM
1795
Smith & Howard Wealth Management
Georgia
$239K +$3.17K +48 +1%
CC
1796
Cipher Capital
New York
$237K -$1.7M -25,767 -88%
BWM
1797
Baystate Wealth Management
Massachusetts
$237K -$3.17K -48 -1%
WA
1798
WealthTrust Axiom
Pennsylvania
$237K – – –
WI
1799
Wedgewood Investors
Pennsylvania
$230K +$13.2K +200 +6%
LCOV
1800
London Company of Virginia
Virginia
$228K +$5.21K +79 +2%
70 71
72
73 74