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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 %
AF
1851
Allworth Financial
California
$150K +$59.5K +903 +66%
SC
1852
SRB Corp
Massachusetts
$143K -$16.8K -255 -11%
HTHT
1853
Hemenway Trust Hemenway Trust
New Hampshire
$135K +$2.77K +42 +2%
FPFS
1854
First Personal Financial Services
North Carolina
$132K +$95.3K +1,445 +260%
BBPWM
1855
Blue Bell Private Wealth Management
Pennsylvania
$131K – – –
PFS
1856
Physicians Financial Services
North Carolina
$131K +$131K +1,983 New
PCTC
1857
Perkins Coie Trust Company
Washington
$125K – – –
VCM
1858
Vigilant Capital Management
Maine
$122K +$46.6K +703 +62%
DPA
1859
Delphi Private Advisors
California
$122K +$122K +1,842 New
TCM
1860
Tradewinds Capital Management
Washington
$118K -$8.95K -136 -7%
TCM
1861
Tanaka Capital Management
New York
$114K – – –
JGIA
1862
Jackson Grant Investment Advisers
Connecticut
$105K +$105K +1,595 New
MWM
1863
MinichMacGregor Wealth Management
New York
$105K +$105K +1,602 New
HCM
1864
Horrell Capital Management
Arkansas
$104K – – –
GI
1865
Gradient Investments
Minnesota
$101K +$24.4K +371 +32%
MSFP
1866
Mark Sheptoff Financial Planning
Connecticut
$100K -$32.4K -491 -24%
LWA
1867
Lenox Wealth Advisors
New York
$97K -$29.7K -450 -23%
TCCM
1868
Timber Creek Capital Management
Massachusetts
$93K +$13.1K +200 +16%
CAL
1869
Capital Advisors Ltd
Ohio
$91K -$5.74K -87 -6%
TFO
1870
Tarbox Family Office
California
$91K +$1.97K +30 +2%
SGAM
1871
Smith Group Asset Management
Texas
$88K +$88K +1,331 New
TWMP
1872
Taylor Wealth Management Partners
Massachusetts
$86K – – –
PCC
1873
Park Circle Company
Maryland
$86K – – –
TDC
1874
Thompson Davis & Co
Virginia
$83K -$264 -4 -0.3%
WA
1875
Winfield Associates
Ohio
$79K – – –
73 74
75
76 77