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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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14 hedge funds and large institutions have $10M invested in JPMorgan Chase & Co. in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

17% more funds holding

Funds holding: 12 → 14 (+2)

96% less capital invested

Capital invested by funds: $227M → $10M (-$217M)

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
+$463K
2
Ameriprise
Ameriprise
Minnesota
+$27.2K
3
MFBTD
MB Financial Bank - Trust Department
Illinois
+$27.1K
4
KIA
KCM Investment Advisors
California
+$17.7K
5
AAC
Asset Advisors Corp
Georgia
+$16.2K

Top Sellers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
-$21.7K
2
MWP
MYCIO Wealth Partners
Pennsylvania
-$10K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.26M – – –
KIA
2
KCM Investment Advisors
California
$1.81M +$17.7K +652 +1%
FBB
3
Fulton Breakefield Broenniman
Maryland
$672K – – –
WSFS
4
Wilmington Savings Fund Society
Delaware
$661K – – –
RIG
5
Roosevelt Investment Group
New York
$580K -$21.7K -800 -4%
PPA
6
Parametric Portfolio Associates
Washington
$470K +$463K +17,104 New
HW
7
Hancock Whitney
Mississippi
$440K – – –
Ameriprise
8
Ameriprise
Minnesota
$359K +$27.2K +1,005 +8%
SOAMC
9
Spirit of America Management Corp
New York
$330K – – –
GT
10
Glenmede Trust
Pennsylvania
$325K – – –
ECM
11
Estabrook Capital Management
New York
$60.5K – – –
MFBTD
12
MB Financial Bank - Trust Department
Illinois
$27K +$27.1K +1,000 New
AAC
13
Asset Advisors Corp
Georgia
$16K +$16.2K +600 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$12K – – –
MWP
15
MYCIO Wealth Partners
Pennsylvania
– -$10K -360 Closed

JPM.PRB.CL Hedge Fund Activity: Q4 2015 in Review

14 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q4 2015, worth a combined $10M — down 96% from $227M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JPM.PRB.CL positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $463K. The largest seller was Roosevelt Investment Group, cutting an estimated $21.7K.

  • 14 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q4 2015, up from 12 in Q3 2015.
  • Funds reported $10M of JPMorgan Chase & Co. stock for Q4 2015, down 96% quarter-over-quarter.
  • 3 funds opened new JPMorgan Chase & Co. positions in Q4 2015 and 1 closed out, a net change of +2 holders.
  • The largest JPMorgan Chase & Co. buyer in Q4 2015 was Parametric Portfolio Associates, an estimated $463K added.
  • The largest JPMorgan Chase & Co. seller in Q4 2015 was Roosevelt Investment Group, an estimated $21.7K sold.

Based on aggregated 13F filings for Q4 2015.