JPMorgan Chase & Co.
JPM.PRB.CL
JPM.PRB.CL was delisted on the 28th of February, 2019.
12 hedge funds and large institutions have $8.04M invested in JPMorgan Chase & Co. in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 0 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
27% more capital invested
Capital invested by funds: $6.34M → $8.04M (+$1.7M)
9% more funds holding
Funds holding: 11 → 12 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$1.03M |
| 2 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
|
+$257K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$244K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$88.5K |
| 5 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
+$67.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$6.55K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EHC
1
Everett Harris & Co
Los Angeles,
California
| $3.96M | – | – | – |
|
|
KIA
2
KCM Investment Advisors
Greenbrae,
California
| $1.03M | +$1.03M | +40,231 | New |
|
|
RIG
3
Roosevelt Investment Group
New York
| $575K | +$12.9K | +500 | +2% |
|
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $464K | +$244K | +9,483 | +110% |
|
|
HW
5
Hancock Whitney
Gulfport,
Mississippi
| $409K | – | – | – |
|
|
FBB
6
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $398K | +$65.5K | +2,550 | +20% |
|
|
PPA
7
Parametric Portfolio Associates
Seattle,
Washington
| $388K | -$6.55K | -255 | -2% |
|
|
SOAMC
8
Spirit of America Management Corp
Syosset,
New York
| $307K | +$257K | +10,000 | +500% |
|
|
LTI
9
Laffer Tengler Investments
Nashville,
Tennessee
| $184K | +$67.5K | +2,628 | +57% |
|
|
GT
10
Glenmede Trust
Philadelphia,
Pennsylvania
| $153K | – | – | – |
|
|
11
Ameriprise
Minneapolis,
Minnesota
| $89K | +$88.5K | +3,444 | +6,378% |
|
|
ECM
12
Estabrook Capital Management
New York
| $81.8K | +$25.7K | +1,000 | +45% |
|
JPM.PRB.CL Hedge Fund Activity: Q3 2014 in Review
12 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q3 2014, worth a combined $8.04M — up 27% from $6.34M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new JPM.PRB.CL positions and 0 closed out — a net gain of 1 holder — while 7 added to existing stakes and 1 trimmed.
The largest buyer was KCM Investment Advisors, opening a new position worth an estimated $1.03M. The largest seller was Parametric Portfolio Associates, cutting an estimated $6.55K.
- 12 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q3 2014, up from 11 in Q2 2014.
- Funds reported $8.04M of JPMorgan Chase & Co. stock for Q3 2014, up 27% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co. positions in Q3 2014 and 0 closed out, a net change of +1 holder.
- The largest JPMorgan Chase & Co. buyer in Q3 2014 was KCM Investment Advisors, an estimated $1.03M added.
- The largest JPMorgan Chase & Co. seller in Q3 2014 was Parametric Portfolio Associates, an estimated $6.55K sold.
Based on aggregated 13F filings for Q3 2014.