JPMorgan Chase & Co.
JPM.PRB.CL
JPM.PRB.CL was delisted on the 28th of February, 2019.
13 hedge funds and large institutions have $8.17M invested in JPMorgan Chase & Co. in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 13 → 13 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
12% less capital invested
Capital invested by funds: $9.29M → $8.17M (-$1.12M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KM
Kalos Management
Alpharetta,
Georgia
|
+$743K |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$92.9K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$46.9K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$23.7K |
| 5 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
+$5.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EHC
Everett Harris & Co
Los Angeles,
California
|
-$4.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KM
1
Kalos Management
Alpharetta,
Georgia
| $3.06M | +$743K | +28,229 | New |
|
|
KIA
2
KCM Investment Advisors
Greenbrae,
California
| $1.71M | +$92.9K | +3,526 | +6% |
|
|
WSFS
3
Wilmington Savings Fund Society
Wilmington,
Delaware
| $673K | – | – | – |
|
|
FBB
4
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $618K | +$5.27K | +200 | +0.9% |
|
|
CW
5
Cobiz Wealth
Denver,
Colorado
| $588K | – | – | – |
|
|
RIG
6
Roosevelt Investment Group
New York
| $497K | – | – | – |
|
|
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $344K | – | – | – |
|
|
PPA
8
Parametric Portfolio Associates
Seattle,
Washington
| $294K | +$23.7K | +899 | +9% |
|
|
RAM
9
Roanoke Asset Management
Jersey City,
New Jersey
| $227K | – | – | – |
|
|
10
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $86K | +$46.9K | +1,782 | +118% |
|
|
ECM
11
Estabrook Capital Management
New York
| $57.5K | – | – | – |
|
|
AAC
12
Asset Advisors Corp
Augusta,
Georgia
| $16K | – | – | – |
|
|
SIM
13
Sonora Investment Management
Tucson,
Arizona
| $4.05K | – | – | – |
|
|
EHC
14
Everett Harris & Co
Los Angeles,
California
| – | -$4.19M | -155,000 | Closed |
|
JPM.PRB.CL Hedge Fund Activity: Q1 2018 in Review
13 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q1 2018, worth a combined $8.17M — down 12% from $9.29M a quarter earlier.
Fund positioning in JPM.PRB.CL was balanced in Q1 2018: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 0 trimmed.
The largest buyer was Kalos Management, opening a new position worth an estimated $743K. The largest seller was Everett Harris & Co, exiting entirely with an estimated $4.19M sold.
- 13 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $8.17M of JPMorgan Chase & Co. stock for Q1 2018, down 12% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co. positions in Q1 2018 and 1 closed out, a net change of 0 holders.
- The largest JPMorgan Chase & Co. buyer in Q1 2018 was Kalos Management, an estimated $743K added.
- The largest JPMorgan Chase & Co. seller in Q1 2018 was Everett Harris & Co, an estimated $4.19M sold.
Based on aggregated 13F filings for Q1 2018.