JPMORGAN CHASE & COMPANY

NEW YORK, NY

Jpmorgan Chase & Company is based out of New York. Their last reported 13F filing for Q4 2015 included $398,294,560,000 in managed 13F securities and a top 10 holdings concentration of 16.83%. Jpmorgan Chase & Company's largest holding is SPDR S&P 500 ETF Index Depositary Receipts with shares held of 108,229,000. WhaleWisdom has at least 66 13Fs, 1180 13D/G filings and 319 insider transactions (Form 3,4,5) in our database for Jpmorgan Chase & Company.

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12/31/2015

13F Activity

  • Market Value$398,294,560,000
  • Prior Market Value$374,111,800,000
  • New Purchases1166 stocks
  • Additional Purchases1561 stocks
  • Sold out of259 stocks
  • Reduced holdings in1785 stocks
  • Top 10 Holdings %16.83%
  • Turnover %:29.93%
  • Avg. Length Held Top20:13.00 quarters
  • Avg. Length Held Top10:12.30 quarters
  • Avg. Length Held All:19.93 quarters

12/31/2015

13F Sector Allocation Over Time

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Market Value Over Time

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Backtest Performance

Top 20 equal-weighted holdings. Last updated on 2016-04-19

Performance for Q4 2015: 6.93%
Performance Last 4 Quarters: -0.71%

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*Shares are split adjusted
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13F Filings Available:
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR/A (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR/A (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR/A (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR/A (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR/A (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)
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Schedule 13D and 13G events since 12/31/2015

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Form 4 - Non-derivative Insider Transactions Since 12/31/2015

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WhaleScore history for JPMORGAN CHASE & COMPANY

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**EXPERIMENTAL** Current International Short Positions

Get more info on our International short position coverage here

Holder Issuer Net Short Position Position Date Origin
JPMORGAN ASSET MANAGEMENT (UK) LIMITED ACCOR 0.58% 2015-09-15 FRANCE
JPMorgan Asset Management (UK) Ltd AIXTRON SE 0.64% 2016-05-02 GERMANY
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.54% 2016-03-31 UK
JPMorgan Asset Management (UK) Ltd BALFOUR BEATTY PLC 1.11% 2015-03-02 UK
JPMorgan Asset Management (UK) Ltd BBA Aviation PLC 0.56% 2016-04-01 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.88% 2016-02-08 UK
JPMorgan Asset Management (UK) Ltd BTG plc 0.59% 2016-03-09 UK
JPMorgan Asset Management (UK) Ltd Drägerwerk AG & Co. KGaA 0.73% 2015-08-18 GERMANY
JPMorgan Asset Management (UK) Ltd Heidelberger Druckmaschinen Aktiengesellschaft 0.56% 2016-01-14 GERMANY
JPMorgan Asset Management (UK) Ltd HIKMA PHARMACEUTICALS PLC 0.5% 2016-04-11 UK
J.P.Morgan Whitefriars Inc. iShares Nikkei225 ETF 0.16999999999999998% 2016-04-28 Japan
JPMorgan Asset Management (UK) Ltd Klöckner & Co SE 1.85% 2016-04-21 GERMANY
JPMorgan Asset Management (UK) Ltd KUKA Aktiengesellschaft 0.5% 2016-04-28 GERMANY
JPMorgan Asset Management (UK) Ltd LEONI AG 1.58% 2016-01-08 GERMANY
JPMorgan Asset Management (UK) Ltd LPKF Laser & Electronics Aktiengesellschaft 0.51% 2016-03-07 GERMANY
JPMorgan Asset Management (UK) Ltd MYSALE GROUP PLC 1.32% 2015-08-04 UK
J.P.Morgan Whitefriars Inc. Nikkei 225 Bull 2x ETF 0.5599999999999999% 2016-04-28 Japan
J.P.Morgan Whitefriars Inc. Nikkei225 Bear -2x ETF 1.3299999999999998% 2016-04-28 Japan
JPMorgan Asset Management (UK) Ltd PENNON GROUP PLC 0.58% 2016-01-11 UK
JPMorgan Asset Management (UK) Ltd QSC AG 0.97% 2016-03-08 GERMANY
JPMorgan Asset Management (UK) Ltd RIB Software AG 1.63% 2015-12-03 GERMANY
J.P.Morgan Whitefriars Inc. SUMITOMO CORPORATION (SUMITOMO SHOJI KAISHA,LTD.) 3.4000000000000004% 2016-04-28 Japan
JPMORGAN ASSET MANAGEMENT (UK) LIMITED TELEVISION FRANCAISE 1 0.87% 2016-02-17 FRANCE
J.P.Morgan Whitefriars Inc. TOPIX Bull 2x ETF 0.5% 2016-04-28 Japan
JPMorgan Asset Management (UK) Ltd Tungsten Corp PLC 0.69% 2016-03-15 UK

Short Position History (last 100)

Holder Net Short Position Position Date Origin
JPMORGAN ASSET MANAGEMENT (UK) ACCOR 0.58% 2015-09-15 FRANCE
JPMorgan Asset Management (UK) Ltd ADVA Optical Networking SE 0.54% 2015-10-28 GERMANY
JPMORGAN ASSET MANAGEMENT (UK) AIR FRANCE-KLM 0.16% 2015-11-10 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) LIMITED AIR FRANCE-KLM 0.57% 2015-09-21 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) AIR FRANCE-KLM 0.57% 2015-09-21 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) AIR FRANCE-KLM 0.69% 2015-09-18 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) AIR FRANCE-KLM 0.88% 2015-09-16 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) AIR FRANCE-KLM 0.9% 2015-09-04 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) LIMITED AIR FRANCE-KLM 1.0% 2015-07-21 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) AIR FRANCE-KLM 1.0% 2015-07-21 FRANCE
JPMORGAN ASSET MANAGEMENT (UK) LTD AIR FRANCE-KLM 1.0% 2015-07-21 FRANCE
JPMorgan Asset Management (UK) Ltd AIXTRON SE 0.71% 2016-04-29 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 0.8% 2016-04-28 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 0.9% 2016-04-27 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 1.06% 2016-04-26 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 1.37% 2016-04-25 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 1.47% 2016-04-21 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 1.65% 2016-04-20 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 1.77% 2016-04-18 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 1.84% 2016-04-15 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 1.95% 2016-04-13 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.03% 2016-04-12 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.17% 2016-04-08 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.35% 2016-04-07 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.46% 2016-04-06 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.54% 2016-04-05 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.68% 2016-04-01 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.06% 2016-03-31 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.11% 2016-03-23 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.29% 2016-02-08 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.56% 2016-01-21 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.44% 2015-11-12 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.26% 2015-11-04 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.36% 2015-10-29 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.28% 2015-10-22 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.16% 2015-10-13 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.8% 2015-10-09 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 2.96% 2015-10-08 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.02% 2015-10-02 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.11% 2015-10-01 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.32% 2015-09-10 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.17% 2015-09-03 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.04% 2015-08-14 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.22% 2015-08-06 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.08% 2015-07-21 GERMANY
JPMorgan Asset Management (UK) Ltd AIXTRON SE 3.17% 2015-07-17 GERMANY
JPMorgan Asset Management (UK) Ltd AL NOOR HOSPITALS GROUP PLC 0.51% 2015-10-08 UK
JPMorgan Asset Management (UK) Ltd AL NOOR HOSPITALS GROUP PLC 0.63% 2015-09-02 UK
JPMorgan Asset Management (UK) Ltd AL NOOR HOSPITALS GROUP PLC 0.51% 2015-08-28 UK
JPMorgan Asset Management (UK) Ltd alstria office REIT-AG 0.54% 2015-10-09 GERMANY
JPMorgan Asset Management (UK) Ltd alstria office REIT-AG 0.67% 2015-10-02 GERMANY
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.65% 2016-03-14 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.75% 2016-01-06 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.65% 2015-10-01 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.82% 2015-09-30 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.78% 2015-09-23 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.83% 2015-07-22 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.71% 2015-07-21 UK
JPMorgan Asset Management (UK) Ltd AO WORLD PLC ORD 0.66% 2015-07-06 UK
JPMorgan Asset Management (UK) Ltd APR ENERGY PLC 0.67% 2015-10-09 UK
JPMorgan Asset Management (UK) Ltd APR ENERGY PLC 0.93% 2015-09-02 UK
JPMorgan Asset Management (UK) Ltd APR ENERGY PLC 0.64% 2015-08-26 UK
JPMorgan Asset Management (UK) Ltd APR ENERGY PLC 0.57% 2015-08-24 UK
JPMorgan Asset Management (UK) Ltd BBA Aviation PLC 0.68% 2016-03-09 UK
JPMorgan Asset Management (UK) Ltd BBA Aviation PLC 0.73% 2016-01-05 UK
JPMorgan Asset Management (UK) Ltd BBA Aviation PLC 0.6% 2015-12-18 UK
JPMorgan Asset Management (UK) Ltd BBA Aviation PLC 0.57% 2015-11-25 UK
JPMorgan Asset Management (UK) Ltd Bilfinger SE 1.49% 2015-09-23 GERMANY
JPMorgan Asset Management (UK) Ltd Bilfinger SE 1.69% 2015-07-16 GERMANY
JPMorgan Asset Management (UK) Ltd BLINKX PLC 0.51% 2016-03-10 UK
JPMorgan Asset Management (UK) Ltd BLINKX PLC 0.68% 2016-01-26 UK
JPMorgan Asset Management (UK) Ltd BLINKX PLC 0.77% 2016-01-25 UK
JPMorgan Asset Management (UK) Ltd BLINKX PLC 0.84% 2016-01-15 UK
JPMorgan Asset Management (UK) Ltd BLINKX PLC 0.95% 2015-05-27 UK
JPMorgan Asset Management (UK) Ltd BOOHOO.COM PLC 0.5% 2015-09-29 UK
JPMorgan Asset Management (UK) Ltd BOOHOO.COM PLC 0.61% 2015-06-08 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 1.31% 2016-01-11 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.93% 2015-12-10 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.82% 2015-12-09 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.77% 2015-12-08 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.65% 2015-11-25 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.6% 2015-11-04 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.76% 2015-10-08 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.9% 2015-09-09 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 0.89% 2015-08-28 UK
JPMorgan Asset Management (UK) Ltd Brammer plc 1.0% 2015-06-11 UK
JPMorgan Asset Management (UK) Ltd BTG plc 0.6% 2015-11-19 UK
JPMorgan Asset Management (UK) Ltd BTG plc 0.51% 2015-10-12 UK
JPMorgan Asset Management (UK) Ltd CABLE & WIRELESS COMMUNICATI 0.54% 2015-07-21 UK
JPMorgan Asset Management (UK) Ltd CANCOM SE 0.58% 2015-10-29 GERMANY
JPMorgan Asset Management (UK) Ltd CANCOM SE 0.67% 2015-08-27 GERMANY
JPMorgan Asset Management (UK) Ltd CANCOM SE 1.28% 2015-08-25 GERMANY
JPMorgan Asset Management (UK) Ltd CANCOM SE 1.33% 2015-08-24 GERMANY
JPMorgan Asset Management (UK) Ltd CANCOM SE 1.46% 2015-08-19 GERMANY
JPMorgan Asset Management (UK) Ltd CANCOM SE 1.56% 2015-08-17 GERMANY
JPMorgan Asset Management (UK) Ltd CANCOM SE 1.63% 2015-08-14 GERMANY
JPMorgan Asset Management (UK) Ltd CANCOM SE 1.85% 2015-07-15 GERMANY
JPMorgan Asset Management (UK) Ltd Dairy Crest Group 0.52% 2015-07-27 UK
J.P.Morgan Whitefriars Inc. Daiwa ETF Japan Nikkei225 Leveraged Index 0.49% 2016-04-22 Japan
J.P.Morgan Whitefriars Inc. Daiwa ETF Japan Nikkei225 Leveraged Index 0.19% 2016-02-16 Japan

**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
JPMORGAN CHASE & COMPANY VOLUTION GROUP 2015-11-02 11,294,267 5.64%
JPMORGAN CHASE & COMPANY Ashmore Global Opportunities Ltd 2015-08-28 2,090,721 11.61%
JPMORGAN CHASE & COMPANY JPMorgan Private Equity Ltd 2015-08-18 37,363,300 11.06%
JPMORGAN CHASE & COMPANY YouGov PLC 2015-07-28 11,321,500 11.0%
JPMORGAN CHASE & COMPANY Empiric Student Property PLC 2015-07-23 9,173,000 3.02%
JPMORGAN CHASE & COMPANY PETRA DIAMONDS ORD 10P 2015-07-16 67,585,535 13.04%
JPMORGAN CHASE & COMPANY Dolphin Capital Investors Ltd 2015-06-09 65,035,184 7.55%
JPMORGAN CHASE & COMPANY IQE PLC 2015-05-28 79,329,774 11.99%
JPMORGAN CHASE & COMPANY KAZAKHS SP GDR-144A 2015-04-16 3,273,950 7.81%
JPMORGAN CHASE & COMPANY PLC ORD 0.2P 2015-03-27 21,092,844 10.5%
JPMORGAN CHASE & COMPANY BETTER CAPITAL PCC LIMITED ORD GBP1.00 (2009) 2015-03-20 10,493,501 5.07%
JPMORGAN CHASE & COMPANY Pantheon International Participations PLC 2015-01-26 914,389 2.75%
JPMORGAN CHASE & COMPANY NOMAD HOLDINGS LTD. ORDINARY SHARES 7,012,370 7.24%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
JPMORGAN CHASE & COMPANY Ashmore Global Opportunities Ltd 2015-08-07 2,090,721 8.15%
JPMORGAN CHASE & COMPANY YouGov PLC 2015-07-09 11,312,684 10.99%
JPMORGAN CHASE & COMPANY PETRA DIAMONDS ORD 10P 2015-07-02 62,440,790 12.05%
JPMORGAN CHASE & COMPANY JPMorgan Private Equity Ltd 2015-06-26 33,804,300 10.0%
JPMORGAN CHASE & COMPANY YouGov PLC 2015-06-26 11,312,684 11.0%
JPMORGAN CHASE & COMPANY PETRA DIAMONDS ORD 10P 2015-05-05 56,805,760 11.02%
JPMORGAN CHASE & COMPANY Ashmore Global Opportunities Ltd 2015-05-01 2,799,947 11.56%
JPMORGAN CHASE & COMPANY Ashmore Global Opportunities Ltd 2015-03-31 3,212,824 18.23%
JPMORGAN CHASE & COMPANY YouGov PLC 2015-03-27 11,155,438 10.86%
JPMORGAN CHASE & COMPANY YouGov PLC 2015-03-16 11,148,438 11.04%
JPMORGAN CHASE & COMPANY PETRA DIAMONDS ORD 10P 2015-01-27 51,804,870 10.05%
JPMORGAN CHASE & COMPANY Pantheon International Participations PLC 2015-01-21 1,265,153 3.79%
JPMORGAN CHASE & COMPANY BETTER CAPITAL PCC LIMITED ORD GBP1.00 (2009) 2015-01-06 9,538,500 4.61%

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