JPMorgan Chase & Co.
JPM.PRB.CL
JPM.PRB.CL was delisted on the 28th of February, 2019.
10 hedge funds and large institutions have $4.58M invested in JPMorgan Chase & Co. in 2018 Q3 according to their latest regulatory filings, with funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
17% less funds holding
Funds holding: 12 → 10 (-2)
40% less capital invested
Capital invested by funds: $7.63M → $4.58M (-$3.05M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
+$4.66K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.17K |
| 3 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
+$208 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KM
Kalos Management
Alpharetta,
Georgia
|
-$2.88M |
| 2 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
-$39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIA
1
KCM Investment Advisors
Greenbrae,
California
| $1.65M | +$4.66K | +179 | +0.3% |
|
|
WSFS
2
Wilmington Savings Fund Society
Wilmington,
Delaware
| $620K | -$39K | -1,500 | -6% |
|
|
FBB
3
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $605K | +$208 | +8 | +0% |
|
|
CW
4
Cobiz Wealth
Denver,
Colorado
| $563K | – | – | – |
|
|
RIG
5
Roosevelt Investment Group
New York
| $460K | – | – | – |
|
|
GT
6
Glenmede Trust
Philadelphia,
Pennsylvania
| $326K | – | – | – |
|
|
RAM
7
Roanoke Asset Management
Jersey City,
New Jersey
| $223K | – | – | – |
|
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $79K | +$1.17K | +45 | +1% |
|
|
ECM
9
Estabrook Capital Management
New York
| $56.3K | – | – | – |
|
|
SIM
10
Sonora Investment Management
Tucson,
Arizona
| $4K | – | – | – |
|
|
KM
11
Kalos Management
Alpharetta,
Georgia
| – | -$2.88M | -27,978 | Closed |
|
JPM.PRB.CL Hedge Fund Activity: Q3 2018 in Review
10 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q3 2018, worth a combined $4.58M — down 40% from $7.63M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of JPM.PRB.CL and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.
The largest buyer was KCM Investment Advisors, adding an estimated $4.66K. The largest seller was Kalos Management, exiting entirely with an estimated $2.88M sold.
- 10 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q3 2018, down from 12 in Q2 2018.
- Funds reported $4.58M of JPMorgan Chase & Co. stock for Q3 2018, down 40% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co. positions in Q3 2018 and 1 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co. buyer in Q3 2018 was KCM Investment Advisors, an estimated $4.66K added.
- The largest JPMorgan Chase & Co. seller in Q3 2018 was Kalos Management, an estimated $2.88M sold.
Based on aggregated 13F filings for Q3 2018.