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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 $9.49M invested in JPMorgan Chase & Co. in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding

Funds holding: 13 → 14 (+1)

0% less capital invested

Capital invested by funds: $9.5M → $9.49M (-$17.9K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 5

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% 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
–
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RAM
Roanoke Asset Management
New Jersey
+$238K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$42K
2
CW
Cobiz Wealth
Colorado
-$27.3K
3
KIA
KCM Investment Advisors
California
-$20K
4
RIG
Roosevelt Investment Group
New York
-$16.4K
5
IP
Intellectus Partners
California
-$2.87K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.18M – – –
KIA
2
KCM Investment Advisors
California
$1.73M -$20K -733 -1%
WSFS
3
Wilmington Savings Fund Society
Delaware
$695K – – –
FBB
4
Fulton Breakefield Broenniman
Maryland
$641K – – –
RIG
5
Roosevelt Investment Group
New York
$513K -$16.4K -600 -3%
GT
6
Glenmede Trust
Pennsylvania
$349K – – –
SOAMC
7
Spirit of America Management Corp
New York
$324K – – –
PPA
8
Parametric Portfolio Associates
Washington
$318K -$42K -1,537 -12%
CW
9
Cobiz Wealth
Colorado
$310K -$27.3K -1,000 -8%
RAM
10
Roanoke Asset Management
New Jersey
$235K +$238K +8,700 New
IP
11
Intellectus Partners
California
$80K -$2.87K -105 -3%
ECM
12
Estabrook Capital Management
New York
$59.4K – – –
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$31K – – –
AAC
14
Asset Advisors Corp
Georgia
$16K – – –

JPM.PRB.CL Hedge Fund Activity: Q2 2017 in Review

14 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q2 2017, worth a combined $9.49M — down 0.19% from $9.5M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new JPM.PRB.CL positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 5 trimmed.

The largest buyer was Roanoke Asset Management, opening a new position worth an estimated $238K. The largest seller was Parametric Portfolio Associates, cutting an estimated $42K.

  • 14 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q2 2017, up from 13 in Q1 2017.
  • Funds reported $9.49M of JPMorgan Chase & Co. stock for Q2 2017, down 0.19% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co. positions in Q2 2017 and 0 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase & Co. buyer in Q2 2017 was Roanoke Asset Management, an estimated $238K added.
  • The largest JPMorgan Chase & Co. seller in Q2 2017 was Parametric Portfolio Associates, an estimated $42K sold.

Based on aggregated 13F filings for Q2 2017.