JPMorgan Chase & Co.
JPM.PRD.CL
JPM.PRD.CL was delisted on the 30th of November, 2017.
9 hedge funds and large institutions have $4.77M invested in JPMorgan Chase & Co. in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 4 closing their positions.
25% less funds holding
Funds holding: 12 → 9 (-3)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
52% less capital invested
Capital invested by funds: $9.94M → $4.77M (-$5.17M)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$25.5K |
| 2 |
ECM
Estabrook Capital Management
New York
|
+$23.1K |
| 3 |
WFG
Windsor Financial Group
Minneapolis,
Minnesota
|
+$10.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNB
City National Bank
Beverly Hills,
California
|
-$3.75M |
| 2 |
KIA
KCM Investment Advisors
Greenbrae,
California
|
-$536K |
| 3 |
WSCM
Wellington Shields Capital Management
New York
|
-$457K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$107K |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$47K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WFG
1
Windsor Financial Group
Minneapolis,
Minnesota
| $1.29M | +$10.5K | +500 | +0.8% |
|
|
CNB
2
City National Bank
Beverly Hills,
California
| $1.27M | -$3.75M | -178,618 | -74% |
|
|
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $865K | -$107K | -5,124 | -11% |
|
|
RC
4
Reik & Co
New York
| $473K | – | – | – |
|
|
5
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $401K | +$25.5K | +1,217 | +7% |
|
|
NRS
6
Neville Rodie & Shaw
New York
| $286K | -$21K | -1,000 | -7% |
|
|
JWM
7
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $144K | – | – | – |
|
|
ECM
8
Estabrook Capital Management
New York
| $22.6K | +$23.1K | +1,100 | New |
|
|
OSNBOA
9
Old Second National Bank of Aurora
Aurora,
Illinois
| $21K | – | – | – |
|
|
KIA
10
KCM Investment Advisors
Greenbrae,
California
| – | -$536K | -24,928 | Closed |
|
|
WSCM
11
Wellington Shields Capital Management
New York
| – | -$457K | -21,250 | Closed |
|
|
CFA
12
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$47K | -2,230 | Closed |
|
13
Victory Capital Management
San Antonio,
Texas
| – | -$1K | -91 | Closed |
|
JPM.PRD.CL Hedge Fund Activity: Q4 2013 in Review
9 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRD.CL) for Q4 2013, worth a combined $4.77M — down 52% from $9.94M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JPM.PRD.CL and 1 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Janney Montgomery Scott, adding an estimated $25.5K. The largest seller was City National Bank, cutting an estimated $3.75M.
- 9 institutional investors held JPMorgan Chase & Co. (JPM.PRD.CL) as of Q4 2013, down from 12 in Q3 2013.
- Funds reported $4.77M of JPMorgan Chase & Co. stock for Q4 2013, down 52% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co. positions in Q4 2013 and 4 closed out, a net change of -3 holders.
- The largest JPMorgan Chase & Co. buyer in Q4 2013 was Janney Montgomery Scott, an estimated $25.5K added.
- The largest JPMorgan Chase & Co. seller in Q4 2013 was City National Bank, an estimated $3.75M sold.
Based on aggregated 13F filings for Q4 2013.