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JPM.PRB.CL

JPMorgan Chase & Co.
JPM.PRB.CL

Delisted

JPM.PRB.CL was delisted on the 28th of February, 2019.

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15 hedge funds and large institutions have $9.94M invested in JPMorgan Chase & Co. in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

36% more funds holding

Funds holding: 11 → 15 (+4)

96% less capital invested

Capital invested by funds: $228M → $9.94M (-$218M)

Holders
15
Holders Change
+4
Holders Change %
+36.36%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WSFS
Wilmington Savings Fund Society
Delaware
+$610K
2
KIA
KCM Investment Advisors
California
+$275K
3
LTI
Laffer Tengler Investments
Tennessee
+$218K
4
Ameriprise
Ameriprise
Minnesota
+$39.3K
5
PPA
Parametric Portfolio Associates
Washington
+$16.1K

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$293K
2
RIG
Roosevelt Investment Group
New York
-$5.31K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.17M – – –
KIA
2
KCM Investment Advisors
California
$1.6M +$275K +10,344 +21%
WSFS
3
Wilmington Savings Fund Society
Delaware
$619K +$610K +23,000 New
RIG
4
Roosevelt Investment Group
New York
$600K -$5.31K -200 -0.9%
FBB
5
Fulton Breakefield Broenniman
Maryland
$553K – – –
PPA
6
Parametric Portfolio Associates
Washington
$433K +$16.1K +608 +4%
HW
7
Hancock Whitney
Mississippi
$431K – – –
Ameriprise
8
Ameriprise
Minnesota
$347K +$39.3K +1,479 +13%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$343K -$293K -11,053 -46%
SOAMC
10
Spirit of America Management Corp
New York
$323K – – –
LTI
11
Laffer Tengler Investments
Tennessee
$221K +$218K +8,199 New
GT
12
Glenmede Trust
Pennsylvania
$188K – – –
ECM
13
Estabrook Capital Management
New York
$86.1K – – –
RPG
14
Risk Paradigm Group
Texas
$15.5K +$15.3K +575 New
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$12K +$11.9K +450 New

JPM.PRB.CL Hedge Fund Activity: Q1 2015 in Review

15 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q1 2015, worth a combined $9.94M — down 96% from $228M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JPM.PRB.CL positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Wilmington Savings Fund Society, opening a new position worth an estimated $610K. The largest seller was Janney Montgomery Scott, cutting an estimated $293K.

  • 15 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q1 2015, up from 11 in Q4 2014.
  • Funds reported $9.94M of JPMorgan Chase & Co. stock for Q1 2015, down 96% quarter-over-quarter.
  • 4 funds opened new JPMorgan Chase & Co. positions in Q1 2015 and 0 closed out, a net change of +4 holders.
  • The largest JPMorgan Chase & Co. buyer in Q1 2015 was Wilmington Savings Fund Society, an estimated $610K added.
  • The largest JPMorgan Chase & Co. seller in Q1 2015 was Janney Montgomery Scott, an estimated $293K sold.

Based on aggregated 13F filings for Q1 2015.