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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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12 hedge funds and large institutions have $227M invested in JPMorgan Chase & Co. in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,036% more capital invested

Capital invested by funds: $10.6M → $227M (+$216M)

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

8% less funds holding

Funds holding: 13 → 12 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
12
Holders Change
-1
Holders Change %
-7.69%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIA
KCM Investment Advisors
California
+$135K
2
GT
Glenmede Trust
Pennsylvania
+$129K
3
ECM
Estabrook Capital Management
New York
+$58.4K
4
FBB
Fulton Breakefield Broenniman
Maryland
+$18.1K
5
MWP
MYCIO Wealth Partners
Pennsylvania
+$9.55K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$1.24M
2
PPA
Parametric Portfolio Associates
Washington
-$431K
3
LTI
Laffer Tengler Investments
Tennessee
-$207K
4
RPG
Risk Paradigm Group
Texas
-$15.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$217M -$207K -7,814 Closed
EHC
2
Everett Harris & Co
California
$4.15M – – –
KIA
3
KCM Investment Advisors
California
$1.75M +$135K +5,101 +8%
FBB
4
Fulton Breakefield Broenniman
Maryland
$655K +$18.1K +683 +3%
WSFS
5
Wilmington Savings Fund Society
Delaware
$644K – – –
RIG
6
Roosevelt Investment Group
New York
$587K – – –
HW
7
Hancock Whitney
Mississippi
$429K – – –
Ameriprise
8
Ameriprise
Minnesota
$323K -$1.24M -46,732 -80%
SOAMC
9
Spirit of America Management Corp
New York
$322K – – –
GT
10
Glenmede Trust
Pennsylvania
$317K +$129K +4,845 +69%
ECM
11
Estabrook Capital Management
New York
$58.9K +$58.4K +2,200 New
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$12K – – –
MWP
13
MYCIO Wealth Partners
Pennsylvania
$10K +$9.55K +360 New
PPA
14
Parametric Portfolio Associates
Washington
– -$431K -16,450 Closed
RPG
15
Risk Paradigm Group
Texas
– -$15.1K -575 Closed

JPM.PRB.CL Hedge Fund Activity: Q3 2015 in Review

12 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q3 2015, worth a combined $227M — up 2,036% from $10.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of JPM.PRB.CL and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.

The largest buyer was KCM Investment Advisors, adding an estimated $135K. The largest seller was Ameriprise, cutting an estimated $1.24M.

  • 12 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q3 2015, down from 13 in Q2 2015.
  • Funds reported $227M of JPMorgan Chase & Co. stock for Q3 2015, up 2,036% quarter-over-quarter.
  • 2 funds opened new JPMorgan Chase & Co. positions in Q3 2015 and 3 closed out, a net change of -1 holder.
  • The largest JPMorgan Chase & Co. buyer in Q3 2015 was KCM Investment Advisors, an estimated $135K added.
  • The largest JPMorgan Chase & Co. seller in Q3 2015 was Ameriprise, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2015.