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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 %
WCM
1926
Wealthcare Capital Management
Virginia
$8K -$49.9K -723 -86%
TCM
1927
TD Capital Management
Tennessee
$7K – – –
PIM
1928
Parasol Investment Management
Illinois
$5K -$10.4K -166 -67%
RI
1929
Redwood Investments
Massachusetts
$5K +$5K +75 New
IR
1930
Invictus RG
Bermuda
$5K +$5K +78 New
TRCT
1931
Tower Research Capital (TRC)
New York
$5K +$5K +83 New
NMIS
1932
Northwestern Mutual Investment Services
Wisconsin
$4K -$4.84K -75 -55%
BCMIO
1933
Beacon Capital Management Inc (Ohio)
Ohio
$4K – – –
RBC
1934
Roble Belko & Company
Pennsylvania
$4K – – –
MFT
1935
Moisand Fitzgerald Tamayo
Florida
$4K +$4K +58 New
CWM
1936
Cedar Wealth Management
California
$4K +$4K +59 New
PFG
1937
Piershale Financial Group
Illinois
$4K +$4K +63 New
BCI
1938
Brinker Capital Investments
Pennsylvania
$3K +$3K +44 New
CIM
1939
Contravisory Investment Management
Massachusetts
$2K +$2K +32 New
WA
1940
WBH Advisory
Maryland
$603 – – –
MJRIC
1941
Mogy Joel R Investment Counsel
California
$419 -$3.77K -5,709 -90%
YU
1942
Yale University
Connecticut
– -$113M -3,410,000 Closed
PP
1943
Paloma Partners
Connecticut
– -$44.9M -735,730 Closed
SCM
1944
Sirios Capital Management
Massachusetts
– -$37.5M -614,746 Closed
Arrowstreet Capital
1945
Arrowstreet Capital
Massachusetts
– -$31.9M -522,600 Closed
ATN
1946
AMF Tjänstepension
Sweden
– -$22.9M -375,792 Closed
TA
1947
Tiptree Advisors
New York
– -$18.3M -300,000 Closed
BCM
1948
Barometer Capital Management
Ontario, Canada
– -$13.6M -222,600 Closed
SCM
1949
Segantii Capital Management
Hong Kong
– -$12M -200,000 Closed
HT
1950
HAP Trading
New York
– -$10.8M -177,698 Closed
76 77
78
79 80