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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 $9.29M invested in JPMorgan Chase & Co. in 2017 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $9.73M → $9.29M (-$443K)

13% less funds holding

Funds holding: 15 → 13 (-2)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
13
Holders Change
-2
Holders Change %
-13.33%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.54K

Top Sellers

Rank Fund Capital Flow
1
SOAMC
Spirit of America Management Corp
New York
-$323K
2
IP
Intellectus Partners
California
-$80K
3
PPA
Parametric Portfolio Associates
Washington
-$46.2K
4
KIA
KCM Investment Advisors
California
-$45.7K
5
FBB
Fulton Breakefield Broenniman
Maryland
-$5.37K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.19M – – –
KIA
2
KCM Investment Advisors
California
$1.67M -$45.7K -1,703 -3%
WSFS
3
Wilmington Savings Fund Society
Delaware
$696K – – –
FBB
4
Fulton Breakefield Broenniman
Maryland
$634K -$5.37K -200 -0.8%
CW
5
Cobiz Wealth
Colorado
$608K – – –
RIG
6
Roosevelt Investment Group
New York
$514K – – –
GT
7
Glenmede Trust
Pennsylvania
$344K – – –
PPA
8
Parametric Portfolio Associates
Washington
$280K -$46.2K -1,721 -14%
RAM
9
Roanoke Asset Management
New Jersey
$235K – – –
ECM
10
Estabrook Capital Management
New York
$59.5K – – –
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$41K +$9.54K +355 +31%
AAC
12
Asset Advisors Corp
Georgia
$16K – – –
SIM
13
Sonora Investment Management
Arizona
$4.19K – – –
SOAMC
14
Spirit of America Management Corp
New York
– -$323K -12,000 Closed
IP
15
Intellectus Partners
California
– -$80K -2,982 Closed

JPM.PRB.CL Hedge Fund Activity: Q4 2017 in Review

13 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q4 2017, worth a combined $9.29M — down 4.5% from $9.73M 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 1 added.

The largest buyer was PNC Financial Services Group, adding an estimated $9.54K. The largest seller was Spirit of America Management Corp, exiting entirely with an estimated $323K sold.

  • 13 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q4 2017, down from 15 in Q3 2017.
  • Funds reported $9.29M of JPMorgan Chase & Co. stock for Q4 2017, down 4.5% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co. positions in Q4 2017 and 2 closed out, a net change of -2 holders.
  • The largest JPMorgan Chase & Co. buyer in Q4 2017 was PNC Financial Services Group, an estimated $9.54K added.
  • The largest JPMorgan Chase & Co. seller in Q4 2017 was Spirit of America Management Corp, an estimated $323K sold.

Based on aggregated 13F filings for Q4 2017.