JPMorgan Chase & Co.
JPM.PRB.CL
JPM.PRB.CL was delisted on the 28th of February, 2019.
11 hedge funds and large institutions have $6.34M invested in JPMorgan Chase & Co. in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
57% more funds holding
Funds holding: 7 → 11 (+4)
13% more capital invested
Capital invested by funds: $5.63M → $6.34M (+$710K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
+$334K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$222K |
| 3 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$154K |
| 4 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$118K |
| 5 |
ECM
Estabrook Capital Management
New York
|
+$38.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMO
Beck Mack & Oliver
New York
|
-$213K |
| 2 |
RIG
Roosevelt Investment Group
New York
|
-$43.6K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$7.21K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EHC
1
Everett Harris & Co
Los Angeles,
California
| $4.01M | – | – | – |
|
|
RIG
2
Roosevelt Investment Group
New York
| $569K | -$43.6K | -1,700 | -7% |
|
|
HW
3
Hancock Whitney
Gulfport,
Mississippi
| $414K | – | – | – |
|
|
PPA
4
Parametric Portfolio Associates
Seattle,
Washington
| $399K | -$7.21K | -281 | -2% |
|
|
FBB
5
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $336K | +$334K | +13,022 | New |
|
|
6
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $224K | +$222K | +8,655 | New |
|
|
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $155K | +$154K | +6,000 | New |
|
|
LTI
8
Laffer Tengler Investments
Nashville,
Tennessee
| $119K | +$118K | +4,587 | New |
|
|
ECM
9
Estabrook Capital Management
New York
| $56.9K | +$38.5K | +1,500 | +214% |
|
|
SOAMC
10
Spirit of America Management Corp
Syosset,
New York
| $52K | – | – | – |
|
11
Ameriprise
Minneapolis,
Minnesota
| $1K | +$1.39K | +54 | New |
|
|
BMO
12
Beck Mack & Oliver
New York
| – | -$213K | -8,400 | Closed |
|
JPM.PRB.CL Hedge Fund Activity: Q2 2014 in Review
11 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q2 2014, worth a combined $6.34M — up 13% from $5.63M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPM.PRB.CL positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Fulton Breakefield Broenniman, opening a new position worth an estimated $334K. The largest seller was Beck Mack & Oliver, exiting entirely with an estimated $213K sold.
- 11 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q2 2014, up from 7 in Q1 2014.
- Funds reported $6.34M of JPMorgan Chase & Co. stock for Q2 2014, up 13% quarter-over-quarter.
- 5 funds opened new JPMorgan Chase & Co. positions in Q2 2014 and 1 closed out, a net change of +4 holders.
- The largest JPMorgan Chase & Co. buyer in Q2 2014 was Fulton Breakefield Broenniman, an estimated $334K added.
- The largest JPMorgan Chase & Co. seller in Q2 2014 was Beck Mack & Oliver, an estimated $213K sold.
Based on aggregated 13F filings for Q2 2014.