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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 %
BFG
1826
Beacon Financial Group
Texas
$211K +$211K +3,179 New
PHAM
1827
Palisades Hudson Asset Management
Florida
$210K +$210K +3,174 New
RG
1828
Renaissance Group
Kentucky
$210K +$210K +3,181 New
SAS
1829
Spectrum Advisory Services
Georgia
$210K +$210K +3,182 New
SGK
1830
Steigerwald Gordon & Koch
Virginia
$209K +$209K +3,160 New
CWM
1831
Cranbrook Wealth Management
Michigan
$208K – – –
BJ
1832
Brouwer & Janachowski
California
$207K -$155K -2,343 -43%
NA
1833
Nottingham Advisors
New York
$206K +$206K +3,126 New
FMP
1834
Financial Management Professionals
Texas
$205K -$11.8K -180 -5%
BBNB
1835
Baker Boyer National Bank
Washington
$204K -$29.7K -450 -13%
VCM
1836
Versant Capital Management
Arizona
$204K +$204K +3,099 New
VNA
1837
Valley National Advisers
Pennsylvania
$203K +$8.84K +134 +5%
BST
1838
Bath Savings Trust
Maine
$202K +$202K +3,055 New
VIMU
1839
Veritas Investment Management (UK)
United Kingdom
$200K -$183K -2,770 -48%
RIG
1840
Renaissance Investment Group
Massachusetts
$200K +$200K +3,029 New
BL
1841
Balentine LLC
Georgia
$196K -$146K -2,211 -43%
GAM
1842
Gemmer Asset Management
California
$183K -$6.01K -91 -3%
CFA
1843
CT Financial Advisors
Pennsylvania
$182K – – –
LOCC
1844
Lombard Odier & Cie (Canada)
Quebec, Canada
$179K – – –
AAC
1845
Asset Advisors Corp
Georgia
$167K +$98.9K +1,500 +145%
SIG
1846
Stanford Investment Group
California
$166K -$49.6K -750 -23%
HF
1847
Hoxton Financial
West Virginia
$161K – – –
SI
1848
Sentry Investments
Ontario, Canada
$158K +$3.04K +46,000 +2%
RFA
1849
Reilly Financial Advisors
California
$152K +$2.31K +35 +2%
CCS
1850
Crosspoint Capital Strategies
California
$151K +$101K +1,601 +202%
72 73
74
75 76