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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 %
AFS
1901
Aft Forsyth & Sober
Florida
$35K – – –
CP
1902
Corbenic Partners
Pennsylvania
$35K +$3.45K +52 +11%
IP
1903
Isthmus Partners
Wisconsin
$34K – – –
SFPIA
1904
Stevens First Principles Investment Advisors
California
$33K – – –
CSS
1905
Cubist Systematic Strategies
Connecticut
$32K -$2.08M -31,072 -98%
DOA
1906
D'Orazio & Associates
Virginia
$32K -$14.3K -214 -31%
FPTW
1907
Franklin, Parlapiano, Turner & Welch
Texas
$32K +$32K +486 New
YL
1908
YCG LLC
Texas
$31K – – –
RWG
1909
Regal Wealth Group
California
$30K +$30K +455 New
BWA
1910
Burt Wealth Advisors
Maryland
$28K +$1.29K +200 +5%
CFA
1911
Camarda Financial Advisors
Florida
$27K +$20.3K +303 +303%
SCA
1912
Stuart Chaussee & Associates
California
$27K +$27K +410 New
OSAM
1913
O'Shaughnessy Asset Management
Connecticut
$26K +$18.6K +284 +251%
BIM
1914
Barton Investment Management
Pennsylvania
$24K +$24K +369 New
FNBOO
1915
First National Bank of Omaha
Nebraska
$22.8K -$79 -1,197 -0.3%
CFN
1916
Cordasco Financial Network
Florida
$22K -$29.7K -450 -57%
EMA
1917
Efficient Market Advisors
California
$20K -$129 -2 -0.6%
SAM
1918
Solaris Asset Management
New York
$20K – – –
DA
1919
Dunvegan Associates
California
$18K – – –
SHJ
1920
Sharkey, Howes & Javer
Colorado
$17K – – –
BMM
1921
Berkshire Money Management
Massachusetts
$14.2K +$14.2K +215 New
GP
1922
GLG Partners
United Kingdom
$13K -$6.09M -91,815 -100%
TIM
1923
Tortoise Investment Management
New York
$11K – – –
DIA
1924
Dana Investment Advisors
Wisconsin
$10.3K -$142K -142,296 -93%
PRS
1925
Pinkerton Retirement Specialists
Idaho
$9K – – –
75 76
77
78 79