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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$14.4B +$276M +4,179,909 +2%
State Street
2
State Street
Massachusetts
$10.4B +$191M +2,887,150 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.85B -$657M -9,943,629 -8%
Capital World Investors
4
Capital World Investors
California
$7.39B +$282M +4,273,154 +4%
BIT
5
BlackRock Institutional Trust
California
$6.46B -$10.2M -153,742 -0.2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.41B -$22.8M -345,112 -0.5%
Bank of America
7
Bank of America
North Carolina
$3.9B +$70.8M +1,071,829 +2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$3.84B -$31.3M -473,904 -0.8%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$3.79B -$199M -3,020,939 -5%
Northern Trust
10
Northern Trust
Illinois
$3.3B -$223M -3,377,951 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.03B -$142M -2,143,886 -4%
BFA
12
BlackRock Fund Advisors
California
$2.81B +$132M +2,002,557 +5%
Invesco
13
Invesco
Georgia
$2.5B +$23.3M +353,211 +0.9%
Franklin Resources
14
Franklin Resources
California
$2.4B -$27.8M -421,379 -1%
LTI
15
Laffer Tengler Investments
Tennessee
$2.27B -$2.97B – –
Morgan Stanley
16
Morgan Stanley
New York
$2.23B +$6.02M +91,238 +0.3%
Ameriprise
17
Ameriprise
Minnesota
$2.2B +$6.54M +99,011 +0.3%
BG
18
BlackRock Group
United Kingdom
$2.15B -$36M -545,283 -2%
Norges Bank
19
Norges Bank
Norway
$2.14B +$67M +1,015,065 +3%
Harris Associates
20
Harris Associates
Illinois
$2.11B -$22.8M -344,832 -1%
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.06B -$92.5M -1,400,425 -4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$2.01B -$3.11M -47,233 -0.2%
BA
23
BlackRock Advisors
Delaware
$1.87B -$169M -2,563,154 -8%
Boston Partners
24
Boston Partners
Massachusetts
$1.75B -$5.76M -87,273 -0.3%
Dodge & Cox
25
Dodge & Cox
California
$1.74B -$22.6M -341,568 -1%
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