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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
1
Deutsche Bank
Germany
$1.24B
2
Capital World Investors
2
Capital World Investors
California
$7.39B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.4B
4
Capital International Investors
4
Capital International Investors
California
$803M
5
Primecap Management
5
Primecap Management
California
$944M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$2.27B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.85B
3
SC
3
Sculptor Capital
New York
$2.44M
4
Northern Trust
4
Northern Trust
Illinois
$3.3B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$481M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFA
1876
US Financial Advisors
Massachusetts
$77K +$33.1K +503 +76%
AIS
1877
Accurate Investment Solutions
Pennsylvania
$76K +$76K +1,155 New
RPG
1878
Risk Paradigm Group
Texas
$73.6K +$37.6K +570 +105%
AA
1879
AlphaMark Advisors
Kentucky
$71K – – –
AOWM
1880
Alpha Omega Wealth Management
Virginia
$69K +$69K +1,039 New
Nuveen Asset Management
1881
Nuveen Asset Management
Illinois
$66.6K +$1.75K +26,494 +3%
BC
1882
Blackhill Capital
New Jersey
$66K – – –
TFA
1883
Transamerica Financial Advisors
Florida
$63K – – –
OAJ
1884
Ogorek Anthony Joseph
New York
$57K +$57K +864 New
CGH
1885
Cleary Gull Holdings
Wisconsin
$56K – – –
AWMS
1886
Advocacy Wealth Management Services
Georgia
$56K +$56K +846 New
TSU
1887
TD Securities (USA)
New York
$55K -$85.5K -1,286 -61%
BCFS
1888
Butensky & Cohen Financial Security
Florida
$54K – – –
AP
1889
Advisors Preferred
Maryland
$52K +$52K +784 New
PCP
1890
Proficio Capital Partners
Massachusetts
$51K +$51K +771 New
SWK
1891
Stephen W. Kidder
$51K +$51K +780 New
PO
1892
Private Ocean
California
$49K – – –
SA
1893
SRH Advisors
Kansas
$49K – – –
FWC
1894
First Washington Corp
Washington
$46K – – –
MUS
1895
Mitsubishi UFJ Securities
Japan
$44K -$46.6K -710 -51%
WAS
1896
Winch Advisory Services
Wisconsin
$44K -$5.12K -78 -10%
SMG
1897
Spectrum Management Group
Indiana
$41K +$39.8K +600 +3,333%
AI
1898
ArchPoint Investors
Florida
$40K +$40K +600 New
NC
1899
NewSquare Capital
Pennsylvania
$37K -$5.79K -88 -14%
RFWA
1900
RPg Family Wealth Advisory
Massachusetts
$35.3K +$35.3K +535 New
74 75
76
77 78