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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 $10.5M invested in JPMorgan Chase & Co. in 2016 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

1% more capital invested

Capital invested by funds: $10.4M → $10.5M (+$65.7K)

13% less funds holding

Funds holding: 16 → 14 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
5
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LTI
Laffer Tengler Investments
Tennessee
+$42.9K
2
FBB
Fulton Breakefield Broenniman
Maryland
+$23.9K
3
PPA
Parametric Portfolio Associates
Washington
+$15K
4
WSFS
Wilmington Savings Fund Society
Delaware
+$14.1K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$11.3K

Top Sellers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
-$28.2K
2
Ameriprise
Ameriprise
Minnesota
-$19.4K
3
KIA
KCM Investment Advisors
California
-$9.74K
4
MWP
MYCIO Wealth Partners
Pennsylvania
-$2K
5
FMP
Financial Management Professionals
Texas
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.38M – – –
KIA
2
KCM Investment Advisors
California
$1.84M -$9.74K -346 -0.5%
WSFS
3
Wilmington Savings Fund Society
Delaware
$728K +$14.1K +500 +2%
FBB
4
Fulton Breakefield Broenniman
Maryland
$710K +$23.9K +850 +4%
RIG
5
Roosevelt Investment Group
New York
$554K -$28.2K -1,000 -5%
PPA
6
Parametric Portfolio Associates
Washington
$505K +$15K +533 +3%
CW
7
Cobiz Wealth
Colorado
$354K – – –
SOAMC
8
Spirit of America Management Corp
New York
$340K – – –
GT
9
Glenmede Trust
Pennsylvania
$335K – – –
Ameriprise
10
Ameriprise
Minnesota
$329K -$19.4K -690 -6%
LTI
11
Laffer Tengler Investments
Tennessee
$303K +$42.9K +1,525 +17%
ECM
12
Estabrook Capital Management
New York
$62.2K – – –
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$21K +$11.3K +400 +114%
AAC
14
Asset Advisors Corp
Georgia
$17K – – –
MWP
15
MYCIO Wealth Partners
Pennsylvania
– -$2K -73 Closed
FMP
16
Financial Management Professionals
Texas
– -$1K -67 Closed

JPM.PRB.CL Hedge Fund Activity: Q3 2016 in Review

14 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q3 2016, worth a combined $10.5M — up 0.63% from $10.4M 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 3 trimmed existing stakes and 5 added.

The largest buyer was Laffer Tengler Investments, adding an estimated $42.9K. The largest seller was Roosevelt Investment Group, cutting an estimated $28.2K.

  • 14 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q3 2016, down from 16 in Q2 2016.
  • Funds reported $10.5M of JPMorgan Chase & Co. stock for Q3 2016, up 0.63% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co. positions in Q3 2016 and 2 closed out, a net change of -2 holders.
  • The largest JPMorgan Chase & Co. buyer in Q3 2016 was Laffer Tengler Investments, an estimated $42.9K added.
  • The largest JPMorgan Chase & Co. seller in Q3 2016 was Roosevelt Investment Group, an estimated $28.2K sold.

Based on aggregated 13F filings for Q3 2016.