We are live on ! Find out more
JPM.PRB.CL

JPMorgan Chase & Co.
JPM.PRB.CL

Delisted

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

Back to rankings

16 hedge funds and large institutions have $10.4M invested in JPMorgan Chase & Co. in 2016 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

3% more capital invested

Capital invested by funds: $10.1M → $10.4M (+$307K)

6% less funds holding

Funds holding: 17 → 16 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
5
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
Cobiz Wealth
Colorado
+$97.5K
2
WSFS
Wilmington Savings Fund Society
Delaware
+$27.8K
3
Ameriprise
Ameriprise
Minnesota
+$25.4K
4
LTI
Laffer Tengler Investments
Tennessee
+$19.8K
5
FMP
Financial Management Professionals
Texas
+$1.87K

Top Sellers

Rank Fund Capital Flow
1
LNB
Ledyard National Bank
-$26K
2
PPA
Parametric Portfolio Associates
Washington
-$16.2K
3
KIA
KCM Investment Advisors
California
-$9.61K
4
FBB
Fulton Breakefield Broenniman
Maryland
-$8.35K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.79K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.38M – – –
KIA
2
KCM Investment Advisors
California
$1.85M -$9.61K -345 -0.5%
WSFS
3
Wilmington Savings Fund Society
Delaware
$713K +$27.8K +1,000 +4%
FBB
4
Fulton Breakefield Broenniman
Maryland
$685K -$8.35K -300 -1%
RIG
5
Roosevelt Investment Group
New York
$582K – – –
PPA
6
Parametric Portfolio Associates
Washington
$489K -$16.2K -580 -3%
CW
7
Cobiz Wealth
Colorado
$353K +$97.5K +3,500 +39%
Ameriprise
8
Ameriprise
Minnesota
$348K +$25.4K +912 +8%
SOAMC
9
Spirit of America Management Corp
New York
$338K – – –
GT
10
Glenmede Trust
Pennsylvania
$334K – – –
LTI
11
Laffer Tengler Investments
Tennessee
$259K +$19.8K +712 +8%
ECM
12
Estabrook Capital Management
New York
$62.1K – – –
AAC
13
Asset Advisors Corp
Georgia
$17K – – –
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$10K -$2.79K -100 -22%
MWP
15
MYCIO Wealth Partners
Pennsylvania
$2K +$919 +33 +83%
FMP
16
Financial Management Professionals
Texas
$1K +$1.87K +67 New
HW
17
Hancock Whitney
Mississippi
– -$443 -16,000 Closed
LNB
18
Ledyard National Bank
– -$26K -931 Closed

JPM.PRB.CL Hedge Fund Activity: Q2 2016 in Review

16 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q2 2016, worth a combined $10.4M — up 3% from $10.1M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of JPM.PRB.CL and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.

The largest buyer was Cobiz Wealth, adding an estimated $97.5K. The largest seller was Ledyard National Bank, exiting entirely with an estimated $26K sold.

  • 16 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q2 2016, down from 17 in Q1 2016.
  • Funds reported $10.4M of JPMorgan Chase & Co. stock for Q2 2016, up 3% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co. positions in Q2 2016 and 2 closed out, a net change of -1 holder.
  • The largest JPMorgan Chase & Co. buyer in Q2 2016 was Cobiz Wealth, an estimated $97.5K added.
  • The largest JPMorgan Chase & Co. seller in Q2 2016 was Ledyard National Bank, an estimated $26K sold.

Based on aggregated 13F filings for Q2 2016.