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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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13 hedge funds and large institutions have $10.6M invested in JPMorgan Chase & Co. in 2015 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

7% more capital invested

Capital invested by funds: $9.94M → $10.6M (+$667K)

13% less funds holding

Funds holding: 15 → 13 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.22M
2
FBB
Fulton Breakefield Broenniman
Maryland
+$85.4K
3
WSFS
Wilmington Savings Fund Society
Delaware
+$28K
4
KIA
KCM Investment Advisors
California
+$22.7K
5
PPA
Parametric Portfolio Associates
Washington
+$9.21K

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$343K
2
ECM
Estabrook Capital Management
New York
-$86.1K
3
RIG
Roosevelt Investment Group
New York
-$10.7K
4
LTI
Laffer Tengler Investments
Tennessee
-$10.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.07M – – –
KIA
2
KCM Investment Advisors
California
$1.58M +$22.7K +852 +1%
Ameriprise
3
Ameriprise
Minnesota
$1.54M +$1.22M +45,902 +356%
WSFS
4
Wilmington Savings Fund Society
Delaware
$631K +$28K +1,050 +5%
FBB
5
Fulton Breakefield Broenniman
Maryland
$623K +$85.4K +3,200 +16%
RIG
6
Roosevelt Investment Group
New York
$574K -$10.7K -400 -2%
HW
7
Hancock Whitney
Mississippi
$431K – – –
PPA
8
Parametric Portfolio Associates
Washington
$431K +$9.21K +345 +2%
SOAMC
9
Spirit of America Management Corp
New York
$314K – – –
LTI
10
Laffer Tengler Investments
Tennessee
$205K -$10.3K -385 -5%
GT
11
Glenmede Trust
Pennsylvania
$183K – – –
RPG
12
Risk Paradigm Group
Texas
$15.1K – – –
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$12K – – –
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
– -$343K -12,737 Closed
ECM
15
Estabrook Capital Management
New York
– -$86.1K -3,200 Closed

JPM.PRB.CL Hedge Fund Activity: Q2 2015 in Review

13 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q2 2015, worth a combined $10.6M — up 6.7% from $9.94M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of JPM.PRB.CL and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 5 added.

The largest buyer was Ameriprise, adding an estimated $1.22M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $343K sold.

  • 13 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q2 2015, down from 15 in Q1 2015.
  • Funds reported $10.6M of JPMorgan Chase & Co. stock for Q2 2015, up 6.7% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co. positions in Q2 2015 and 2 closed out, a net change of -2 holders.
  • The largest JPMorgan Chase & Co. buyer in Q2 2015 was Ameriprise, an estimated $1.22M added.
  • The largest JPMorgan Chase & Co. seller in Q2 2015 was Janney Montgomery Scott, an estimated $343K sold.

Based on aggregated 13F filings for Q2 2015.