JPMorgan Chase & Co.
JPM.PRB.CL
JPM.PRB.CL was delisted on the 28th of February, 2019.
12 hedge funds and large institutions have $3.97M invested in JPMorgan Chase & Co. in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
20% more funds holding
Funds holding: 10 → 12 (+2)
13% less capital invested
Capital invested by funds: $4.58M → $3.97M (-$612K)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWA
Intercontinental Wealth Advisors
San Antonio,
Texas
|
+$29.2K |
| 2 |
CW
Cobiz Wealth
Denver,
Colorado
|
+$10.2K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$5.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
-$229K |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$83.8K |
| 3 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
-$4.85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIA
1
KCM Investment Advisors
Greenbrae,
California
| $1.55M | -$83.8K | -3,299 | -5% |
|
|
FBB
2
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $596K | -$4.85K | -191 | -0.8% |
|
|
CW
3
Cobiz Wealth
Denver,
Colorado
| $569K | +$10.2K | +400 | +2% |
|
|
RIG
4
Roosevelt Investment Group
New York
| $457K | – | – | – |
|
|
WSFS
5
Wilmington Savings Fund Society
Wilmington,
Delaware
| $388K | -$229K | -9,000 | -37% |
|
|
RAM
6
Roanoke Asset Management
Jersey City,
New Jersey
| $221K | – | – | – |
|
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $84K | +$5.92K | +233 | +8% |
|
|
ECM
8
Estabrook Capital Management
New York
| $55.9K | – | – | – |
|
|
IWA
9
Intercontinental Wealth Advisors
San Antonio,
Texas
| $29K | +$29.2K | +1,150 | New |
|
|
EI
10
Ellevest Inc
New York
| $15K | +$15.2K | +600 | New |
|
|
SIM
11
Sonora Investment Management
Tucson,
Arizona
| $4K | – | – | – |
|
|
GT
12
Glenmede Trust
Philadelphia,
Pennsylvania
| $323 | – | – | – |
|
JPM.PRB.CL Hedge Fund Activity: Q4 2018 in Review
12 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRB.CL) for Q4 2018, worth a combined $3.97M — down 13% from $4.58M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JPM.PRB.CL positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.
The largest buyer was Intercontinental Wealth Advisors, opening a new position worth an estimated $29.2K. The largest seller was Wilmington Savings Fund Society, cutting an estimated $229K.
- 12 institutional investors held JPMorgan Chase & Co. (JPM.PRB.CL) as of Q4 2018, up from 10 in Q3 2018.
- Funds reported $3.97M of JPMorgan Chase & Co. stock for Q4 2018, down 13% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase & Co. positions in Q4 2018 and 0 closed out, a net change of +2 holders.
- The largest JPMorgan Chase & Co. buyer in Q4 2018 was Intercontinental Wealth Advisors, an estimated $29.2K added.
- The largest JPMorgan Chase & Co. seller in Q4 2018 was Wilmington Savings Fund Society, an estimated $229K sold.
Based on aggregated 13F filings for Q4 2018.