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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 %
VCP
1801
Vista Capital Partners
Oregon
$226K – – –
VC
1802
Vicus Capital
Pennsylvania
$226K +$9.18K +139 +4%
TA
1803
Teton Advisors
New York
$225K – – –
HHAM
1804
HITE Hedge Asset Management
Massachusetts
$224K – – –
ACM
1805
Argentus Capital Management
Texas
$223K -$60.6K -920 -21%
UBV
1806
United Bank (Virginia)
Virginia
$223K +$223K +3,373 New
WRM
1807
Weybosset Research & Management
Rhode Island
$222K – – –
NPPM
1808
North Point Portfolio Managers
Ohio
$222K – – –
PV
1809
Private Vista
Illinois
$222K +$222K +3,999 New
GWS
1810
Glassman Wealth Services
Virginia
$221K -$29.4K -445 -12%
WI
1811
WrapManager Inc
California
$221K +$221K +3,341 New
HKIM
1812
Hayek Kallen Investment Management
Alabama
$220K +$1.19K +18 +0.5%
SCM
1813
Summit Capital Management
Washington
$220K +$220K +3,333 New
NIA
1814
Northstar Investment Advisors
Colorado
$220K +$220K +3,336 New
FAM
1815
Formidable Asset Management
Ohio
$219K -$35.4K -565 -14%
CCMD
1816
Cypress Capital Management (Delaware)
Delaware
$219K – – –
AMG
1817
Asset Management Group
Connecticut
$219K +$1.45K +22 +0.7%
SRSA
1818
S.R. Schill & Associates
Washington
$218K +$218K +3,308 New
CM
1819
Cornerstone Management
Georgia
$217K +$217K +3,285 New
FIG
1820
Fusion Investment Group
Pennsylvania
$215K -$61.9K -934 -22%
TBA
1821
Train Babcock Advisors
New York
$215K +$215K +3,250 New
NG
1822
Northstar Group
New York
$215K +$215K +3,252 New
FWP
1823
FAS Wealth Partners
Kansas
$215K +$215K +3,258 New
TCOO
1824
Trust Company of Oklahoma
Oklahoma
$213K +$213K +3,224 New
BHC
1825
Bowen Hanes & Co
Florida
$212K +$212K +3,215 New
71 72
73
74 75