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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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15 hedge funds and large institutions have $9.73M invested in JPMorgan Chase & Co. in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding

Funds holding: 14 → 15 (+1)

3% more capital invested

Capital invested by funds: $9.49M → $9.73M (+$249K)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
Cobiz Wealth
Colorado
+$297K
2
PPA
Parametric Portfolio Associates
Washington
+$7.72K
3
SIM
Sonora Investment Management
Arizona
+$4.18K

Top Sellers

Rank Fund Capital Flow
1
KIA
KCM Investment Advisors
California
-$21.2K
2
FBB
Fulton Breakefield Broenniman
Maryland
-$3.16K
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 -$21.2K -786 -1%
WSFS
3
Wilmington Savings Fund Society
Delaware
$693K – – –
FBB
4
Fulton Breakefield Broenniman
Maryland
$636K -$3.16K -117 -0.5%
CW
5
Cobiz Wealth
Colorado
$605K +$297K +11,000 +96%
RIG
6
Roosevelt Investment Group
New York
$511K – – –
GT
7
Glenmede Trust
Pennsylvania
$342K – – –
PPA
8
Parametric Portfolio Associates
Washington
$325K +$7.72K +286 +2%
SOAMC
9
Spirit of America Management Corp
New York
$323K – – –
RAM
10
Roanoke Asset Management
New Jersey
$234K – – –
IP
11
Intellectus Partners
California
$80K – – –
ECM
12
Estabrook Capital Management
New York
$59.2K – – –
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$31K – – –
AAC
14
Asset Advisors Corp
Georgia
$16K – – –
SIM
15
Sonora Investment Management
Arizona
$4.17K +$4.18K +155 New

JPM.PRB.CL Hedge Fund Activity: Q3 2017 in Review

15 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q3 2017, worth a combined $9.73M — up 2.6% from $9.49M 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 2 added to existing stakes and 2 trimmed.

The largest buyer was Cobiz Wealth, adding an estimated $297K. The largest seller was KCM Investment Advisors, cutting an estimated $21.2K.

  • 15 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q3 2017, up from 14 in Q2 2017.
  • Funds reported $9.73M of JPMorgan Chase & Co. stock for Q3 2017, up 2.6% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co. positions in Q3 2017 and 0 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase & Co. buyer in Q3 2017 was Cobiz Wealth, an estimated $297K added.
  • The largest JPMorgan Chase & Co. seller in Q3 2017 was KCM Investment Advisors, an estimated $21.2K sold.

Based on aggregated 13F filings for Q3 2017.