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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 %
HAM
201
HHR Asset Management
New Jersey
$97.2M -$17.4M -262,929 -15%
FI
202
Focused Investors
California
$96.3M -$9.01M -136,500 -9%
SCM
203
Snow Capital Management
Pennsylvania
$94.6M -$12.5M -188,575 -12%
USSCPF
204
United States Steel & Carnegie Pension Fund
New York
$94.3M -$11.6M -175,000 -11%
ASC
205
Atalanta Sosnoff Capital
New York
$94.3M -$9.53M -144,264 -9%
CCM
206
Cullen Capital Management
New York
$93.4M -$2.16M -32,650 -2%
GC
207
Guggenheim Capital
Illinois
$92.9M +$591K +8,955 +0.6%
HNB
208
Huntington National Bank
Ohio
$92.6M +$3.59M +54,355 +4%
AG
209
Aperio Group
California
$92.2M +$5.68M +86,060 +7%
AIG
210
American International Group
New York
$92M +$1.88M +28,490 +2%
RCAMU
211
Rothschild & Co Asset Management US
Connecticut
$91.5M +$4.25M +64,382 +5%
SIA
212
Sit Investment Associates
Minnesota
$91.2M -$7.2M -109,000 -7%
SEI Investments
213
SEI Investments
Pennsylvania
$90.5M +$48.2M +730,383 +114%
SDIC
214
South Dakota Investment Council
South Dakota
$89.9M -$6.13M -92,800 -6%
ProShare Advisors
215
ProShare Advisors
Maryland
$89.1M +$5.8M +87,896 +7%
GF
216
Gabelli Funds
New York
$88.9M -$2.84M -43,000 -3%
SB
217
Suntrust Banks
Georgia
$87.8M +$3.5M +53,030 +4%
SG Americas Securities
218
SG Americas Securities
New York
$87M -$104M -1,580,172 -55%
Nisa Investment Advisors
219
Nisa Investment Advisors
Missouri
$85.9M -$791K -11,980 -0.9%
TPSF
220
Texas Permanent School Fund
Texas
$85.8M -$1.24M -18,827 -1%
Envestnet Asset Management
221
Envestnet Asset Management
Illinois
$85.2M +$582K +8,809 +0.7%
EDRH
222
Edmond de Rothschild Holding
Switzerland
$83.3M -$16.8M -254,833 -17%
EDRAMF
223
Edmond de Rothschild Asset Management (France)
France
$80.7M -$15M -227,470 -16%
CLOS
224
Compagnie Lombard Odier SCmA
Switzerland
$80.3M +$9.92M +150,267 +14%
WG
225
Winton Group
United Kingdom
$80M +$52.5M +794,595 +191%
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