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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 $9.96M invested in JPMorgan Chase & Co. in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

0% more funds holding

Funds holding: 14 → 14 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

5% less capital invested

Capital invested by funds: $10.5M → $9.96M (-$525K)

Holders
14
Holders Change
–
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LTI
Laffer Tengler Investments
Tennessee
+$29K
2
Ameriprise
Ameriprise
Minnesota
+$27.8K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$10.9K
4
ECM
Estabrook Capital Management
New York
+$5.11K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$71.2K
2
CW
Cobiz Wealth
Colorado
-$40.9K
3
KIA
KCM Investment Advisors
California
-$40.5K
4
AAC
Asset Advisors Corp
Georgia
-$17K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.17M – – –
KIA
2
KCM Investment Advisors
California
$1.71M -$40.5K -1,482 -2%
WSFS
3
Wilmington Savings Fund Society
Delaware
$692K – – –
FBB
4
Fulton Breakefield Broenniman
Maryland
$675K – – –
RIG
5
Roosevelt Investment Group
New York
$527K – – –
PPA
6
Parametric Portfolio Associates
Washington
$409K -$71.2K -2,607 -15%
Ameriprise
7
Ameriprise
Minnesota
$340K +$27.8K +1,018 +9%
SOAMC
8
Spirit of America Management Corp
New York
$323K – – –
GT
9
Glenmede Trust
Pennsylvania
$318K – – –
LTI
10
Laffer Tengler Investments
Tennessee
$316K +$29K +1,061 +10%
CW
11
Cobiz Wealth
Colorado
$296K -$40.9K -1,500 -12%
IP
12
Intellectus Partners
California
$94K +$95.5K +3,500 New
ECM
13
Estabrook Capital Management
New York
$64.1K +$5.11K +187 +9%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$31K +$10.9K +400 +53%
AAC
15
Asset Advisors Corp
Georgia
– -$17K -600 Closed

JPM.PRB.CL Hedge Fund Activity: Q4 2016 in Review

14 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q4 2016, worth a combined $9.96M — down 5% from $10.5M a quarter earlier.

Fund positioning in JPM.PRB.CL was balanced in Q4 2016: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 3 trimmed.

The largest buyer was Laffer Tengler Investments, adding an estimated $29K. The largest seller was Parametric Portfolio Associates, cutting an estimated $71.2K.

  • 14 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $9.96M of JPMorgan Chase & Co. stock for Q4 2016, down 5% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co. positions in Q4 2016 and 1 closed out, a net change of 0 holders.
  • The largest JPMorgan Chase & Co. buyer in Q4 2016 was Laffer Tengler Investments, an estimated $29K added.
  • The largest JPMorgan Chase & Co. seller in Q4 2016 was Parametric Portfolio Associates, an estimated $71.2K sold.

Based on aggregated 13F filings for Q4 2016.