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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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13 hedge funds and large institutions have $9.5M invested in JPMorgan Chase & Co. in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $9.96M → $9.5M (-$456K)

7% less funds holding

Funds holding: 14 → 13 (-1)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
13
Holders Change
-1
Holders Change %
-7.14%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
Cobiz Wealth
Colorado
+$40.7K
2
KIA
KCM Investment Advisors
California
+$35.8K
3
GT
Glenmede Trust
Pennsylvania
+$24.4K
4
AAC
Asset Advisors Corp
Georgia
+$16.3K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$340K
2
LTI
Laffer Tengler Investments
Tennessee
-$316K
3
PPA
Parametric Portfolio Associates
Washington
-$51.5K
4
FBB
Fulton Breakefield Broenniman
Maryland
-$37.1K
5
IP
Intellectus Partners
California
-$11.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.25M – – –
KIA
2
KCM Investment Advisors
California
$1.78M +$35.8K +1,320 +2%
WSFS
3
Wilmington Savings Fund Society
Delaware
$706K – – –
FBB
4
Fulton Breakefield Broenniman
Maryland
$651K -$37.1K -1,365 -5%
RIG
5
Roosevelt Investment Group
New York
$537K – – –
PPA
6
Parametric Portfolio Associates
Washington
$366K -$51.5K -1,898 -12%
GT
7
Glenmede Trust
Pennsylvania
$349K +$24.4K +900 +8%
CW
8
Cobiz Wealth
Colorado
$343K +$40.7K +1,500 +14%
SOAMC
9
Spirit of America Management Corp
New York
$329K – – –
IP
10
Intellectus Partners
California
$85K -$11.2K -413 -12%
ECM
11
Estabrook Capital Management
New York
$60.3K -$5.08K -187 -8%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$32K – – –
AAC
13
Asset Advisors Corp
Georgia
$16K +$16.3K +600 New
Ameriprise
14
Ameriprise
Minnesota
– -$340K -12,642 Closed
LTI
15
Laffer Tengler Investments
Tennessee
– -$316K -11,760 Closed

JPM.PRB.CL Hedge Fund Activity: Q1 2017 in Review

13 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q1 2017, worth a combined $9.5M — down 4.6% from $9.96M 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 3 added.

The largest buyer was Cobiz Wealth, adding an estimated $40.7K. The largest seller was Ameriprise, exiting entirely with an estimated $340K sold.

  • 13 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q1 2017, down from 14 in Q4 2016.
  • Funds reported $9.5M of JPMorgan Chase & Co. stock for Q1 2017, down 4.6% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co. positions in Q1 2017 and 2 closed out, a net change of -1 holder.
  • The largest JPMorgan Chase & Co. buyer in Q1 2017 was Cobiz Wealth, an estimated $40.7K added.
  • The largest JPMorgan Chase & Co. seller in Q1 2017 was Ameriprise, an estimated $340K sold.

Based on aggregated 13F filings for Q1 2017.