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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 %
RCM
1976
Reynolds Capital Management
Nevada
– -$433K -7,100 Closed
TCB
1977
Texas Capital Bancshares
Texas
– -$419K -6,880 Closed
MF
1978
Magnetar Financial
Illinois
– -$418K -6,850 Closed
CS
1979
Comerica Securities
Michigan
– -$351K -5,762 Closed
HT
1980
HighTower Trust
Texas
– -$341K -5,600 Closed
NYLIM
1981
New York Life Investment Management
New York
– -$316K -5,184 Closed
GHA
1982
GW Henssler & Associates
Georgia
– -$299K -4,901 Closed
LWM
1983
Lenox Wealth Management
Ohio
– -$281K -4,604 Closed
RP
1984
Reinhart Partners
Wisconsin
– -$279K -4,580 Closed
PCM
1985
Pentwater Capital Management
Florida
– -$244K -4,000 Closed
PCMK
1986
Paragon Capital Management (Kansas)
Kansas
– -$205K -3,378 Closed
MBI
1987
Montrusco Bolton Investments
Quebec, Canada
– -$200K -3,280 Closed
CYG
1988
Clean Yield Group
Vermont
– -$213K -3,256 Closed
BCB
1989
Brian C. Broderick
– -$175K -2,871 Closed
DLHL
1990
Donald L. Hagan LLC
Florida
– -$152K -2,493 Closed
FMA
1991
FNY Managed Accounts
New York
– -$148K -2,429 Closed
CFSG
1992
Community Financial Services Group
Vermont
– -$132K -2,161 Closed
HCP
1993
Holt Capital Partners
Texas
– -$99K -1,620 Closed
LYV
1994
Live Your Vision
Pennsylvania
– -$76K -1,254 Closed
LFR
1995
Lehman Financial Resources
Pennsylvania
– -$73K -1,207 Closed
MJP
1996
Michael J. Puzo
– -$64K -1,055 Closed
TJHA
1997
Thomas J. Herzfeld Advisors
Florida
– -$39K -639 Closed
SCP
1998
Syntal Capital Partners
Texas
– -$15K -262 Closed
HMS
1999
Hanseatic Management Services
New Mexico
– -$12K -198 Closed
CIM
2000
Cambria Investment Management
California
– -$11K -179 Closed
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