JPMorgan Chase & Co.
JPM.PRD.CL
JPM.PRD.CL was delisted on the 30th of November, 2017.
12 hedge funds and large institutions have $9.94M invested in JPMorgan Chase & Co. in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and closing their positions.
71% more funds holding
Funds holding: 7 → 12 (+5)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
26% less capital invested
Capital invested by funds: $13.4M → $9.94M (-$3.48M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Reik & Co
New York
|
+$518K |
| 2 |
WFG
Windsor Financial Group
Minneapolis,
Minnesota
|
+$445K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$412K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$176K |
| 5 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$158K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNB
City National Bank
Beverly Hills,
California
|
-$3.35M |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$576K |
| 3 |
NRS
Neville Rodie & Shaw
New York
|
-$45K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CNB
1
City National Bank
Beverly Hills,
California
| $5.17M | -$3.35M | -148,662 | -38% |
|
|
WFG
2
Windsor Financial Group
Minneapolis,
Minnesota
| $1.34M | +$445K | +19,750 | +47% |
|
|
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $1.01M | +$176K | +7,795 | +20% |
|
|
KIA
4
KCM Investment Advisors
Greenbrae,
California
| $536K | -$576K | -25,572 | -51% |
|
|
RC
5
Reik & Co
New York
| $495K | +$518K | +23,000 | New |
|
|
WSCM
6
Wellington Shields Capital Management
New York
| $457K | +$10.1K | +450 | +2% |
|
|
7
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $393K | +$412K | +18,275 | New |
|
|
NRS
8
Neville Rodie & Shaw
New York
| $320K | -$45K | -2,000 | -12% |
|
|
JWM
9
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $151K | +$158K | +7,000 | New |
|
|
CFA
10
Carroll Financial Associates
Charlotte,
North Carolina
| $47K | – | – | – |
|
|
OSNBOA
11
Old Second National Bank of Aurora
Aurora,
Illinois
| $22K | +$22.5K | +1,000 | New |
|
12
Victory Capital Management
San Antonio,
Texas
| $1K | +$2.05K | +91 | New |
|
JPM.PRD.CL Hedge Fund Activity: Q3 2013 in Review
12 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRD.CL) for Q3 2013, worth a combined $9.94M — down 26% from $13.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPM.PRD.CL positions and 0 closed out — a net gain of 5 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Reik & Co, opening a new position worth an estimated $518K. The largest seller was City National Bank, cutting an estimated $3.35M.
- 12 institutional investors held JPMorgan Chase & Co. (JPM.PRD.CL) as of Q3 2013, up from 7 in Q2 2013.
- Funds reported $9.94M of JPMorgan Chase & Co. stock for Q3 2013, down 26% quarter-over-quarter.
- 5 funds opened new JPMorgan Chase & Co. positions in Q3 2013 and 0 closed out, a net change of +5 holders.
- The largest JPMorgan Chase & Co. buyer in Q3 2013 was Reik & Co, an estimated $518K added.
- The largest JPMorgan Chase & Co. seller in Q3 2013 was City National Bank, an estimated $3.35M sold.
Based on aggregated 13F filings for Q3 2013.