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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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17 hedge funds and large institutions have $10.1M invested in JPMorgan Chase & Co. in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

21% more funds holding

Funds holding: 14 → 17 (+3)

1% more capital invested

Capital invested by funds: $10M → $10.1M (+$86.3K)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
17
Holders Change
+3
Holders Change %
+21.43%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
Cobiz Wealth
Colorado
+$246K
2
LTI
Laffer Tengler Investments
Tennessee
+$231K
3
LNB
Ledyard National Bank
+$25.4K
4
PPA
Parametric Portfolio Associates
Washington
+$21.5K
5
WSFS
Wilmington Savings Fund Society
Delaware
+$5.47K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$45.1K
2
MFBTD
MB Financial Bank - Trust Department
Illinois
-$27K
3
RIG
Roosevelt Investment Group
New York
-$13.7K
4
KIA
KCM Investment Advisors
California
-$5.36K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.29M – – –
KIA
2
KCM Investment Advisors
California
$1.82M -$5.36K -196 -0.3%
FBB
3
Fulton Breakefield Broenniman
Maryland
$680K +$3.2K +117 +0.5%
WSFS
4
Wilmington Savings Fund Society
Delaware
$672K +$5.47K +200 +0.8%
RIG
5
Roosevelt Investment Group
New York
$571K -$13.7K -500 -2%
PPA
6
Parametric Portfolio Associates
Washington
$496K +$21.5K +786 +5%
SOAMC
7
Spirit of America Management Corp
New York
$332K – – –
GT
8
Glenmede Trust
Pennsylvania
$328K – – –
Ameriprise
9
Ameriprise
Minnesota
$316K -$45.1K -1,650 -13%
CW
10
Cobiz Wealth
Colorado
$249K +$246K +9,000 New
LTI
11
Laffer Tengler Investments
Tennessee
$234K +$231K +8,462 New
ECM
12
Estabrook Capital Management
New York
$60.9K – – –
LNB
13
Ledyard National Bank
$26K +$25.4K +931 New
AAC
14
Asset Advisors Corp
Georgia
$17K – – –
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$12K – – –
MWP
16
MYCIO Wealth Partners
Pennsylvania
$1K +$1.09K +40 New
HW
17
Hancock Whitney
Mississippi
$443 – – –
MFBTD
18
MB Financial Bank - Trust Department
Illinois
– -$27K -1,000 Closed

JPM.PRB.CL Hedge Fund Activity: Q1 2016 in Review

17 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q1 2016, worth a combined $10.1M — up 0.86% from $10M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JPM.PRB.CL positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Cobiz Wealth, opening a new position worth an estimated $246K. The largest seller was Ameriprise, cutting an estimated $45.1K.

  • 17 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q1 2016, up from 14 in Q4 2015.
  • Funds reported $10.1M of JPMorgan Chase & Co. stock for Q1 2016, up 0.86% quarter-over-quarter.
  • 4 funds opened new JPMorgan Chase & Co. positions in Q1 2016 and 1 closed out, a net change of +3 holders.
  • The largest JPMorgan Chase & Co. buyer in Q1 2016 was Cobiz Wealth, an estimated $246K added.
  • The largest JPMorgan Chase & Co. seller in Q1 2016 was Ameriprise, an estimated $45.1K sold.

Based on aggregated 13F filings for Q1 2016.