JPMorgan Chase & Co.
JPM.PRB.CL
JPM.PRB.CL was delisted on the 28th of February, 2019.
11 hedge funds and large institutions have $228M invested in JPMorgan Chase & Co. in 2014 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 1 closing their positions.
2,741% more capital invested
Capital invested by funds: $8.04M → $228M (+$220M)
8% less funds holding
Funds holding: 12 → 11 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$229K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$205K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$147K |
| 4 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
+$130K |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTI
Laffer Tengler Investments
Nashville,
Tennessee
|
-$188K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTI
1
Laffer Tengler Investments
Nashville,
Tennessee
| $219M | -$188K | -7,215 | Closed |
|
|
EHC
2
Everett Harris & Co
Los Angeles,
California
| $4.09M | – | – | – |
|
|
KIA
3
KCM Investment Advisors
Greenbrae,
California
| $1.29M | +$229K | +8,800 | +22% |
|
|
4
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $629K | +$147K | +5,652 | +31% |
|
|
RIG
5
Roosevelt Investment Group
New York
| $594K | – | – | – |
|
|
FBB
6
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $543K | +$130K | +4,990 | +32% |
|
|
HW
7
Hancock Whitney
Gulfport,
Mississippi
| $423K | – | – | – |
|
|
PPA
8
Parametric Portfolio Associates
Seattle,
Washington
| $409K | +$8.17K | +314 | +2% |
|
|
SOAMC
9
Spirit of America Management Corp
Syosset,
New York
| $317K | – | – | – |
|
|
10
Ameriprise
Minneapolis,
Minnesota
| $301K | +$205K | +7,900 | +226% |
|
|
GT
11
Glenmede Trust
Philadelphia,
Pennsylvania
| $184K | +$26K | +1,000 | +17% |
|
|
ECM
12
Estabrook Capital Management
New York
| $84.5K | – | – | – |
|
JPM.PRB.CL Hedge Fund Activity: Q4 2014 in Review
11 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q4 2014, worth a combined $228M — up 2,741% from $8.04M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of JPM.PRB.CL and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 6 added.
The largest buyer was KCM Investment Advisors, adding an estimated $229K. The largest seller was Laffer Tengler Investments, exiting entirely with an estimated $188K sold.
- 11 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q4 2014, down from 12 in Q3 2014.
- Funds reported $228M of JPMorgan Chase & Co. stock for Q4 2014, up 2,741% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co. positions in Q4 2014 and 1 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co. buyer in Q4 2014 was KCM Investment Advisors, an estimated $229K added.
- The largest JPMorgan Chase & Co. seller in Q4 2014 was Laffer Tengler Investments, an estimated $188K sold.
Based on aggregated 13F filings for Q4 2014.