JPMorgan Chase & Co.
JPM.PRD.CL
JPM.PRD.CL was delisted on the 30th of November, 2017.
9 hedge funds and large institutions have $5.03M invested in JPMorgan Chase & Co. in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
5% more capital invested
Capital invested by funds: $4.77M → $5.03M (+$252K)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSCM
Wellington Shields Capital Management
New York
|
+$447K |
| 2 |
NCA
New Century Advisors
Chevy Chase,
Maryland
|
+$431K |
| 3 |
WFG
Windsor Financial Group
Minneapolis,
Minnesota
|
+$60.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$401K |
| 2 |
CNB
City National Bank
Beverly Hills,
California
|
-$323K |
| 3 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$144K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$86.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WFG
1
Windsor Financial Group
Minneapolis,
Minnesota
| $1.43M | +$60.3K | +2,800 | +4% |
|
|
CNB
2
City National Bank
Beverly Hills,
California
| $1.02M | -$323K | -14,970 | -24% |
|
|
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $830K | -$86.4K | -4,011 | -10% |
|
|
RC
4
Reik & Co
New York
| $502K | – | – | – |
|
|
WSCM
5
Wellington Shields Capital Management
New York
| $453K | +$447K | +20,750 | New |
|
|
NCA
6
New Century Advisors
Chevy Chase,
Maryland
| $438K | +$431K | +20,000 | New |
|
|
NRS
7
Neville Rodie & Shaw
New York
| $304K | – | – | – |
|
|
ECM
8
Estabrook Capital Management
New York
| $24K | – | – | – |
|
|
OSNBOA
9
Old Second National Bank of Aurora
Aurora,
Illinois
| $22K | – | – | – |
|
|
10
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$401K | -19,492 | Closed |
|
|
JWM
11
Jacobus Wealth Management
Milwaukee,
Wisconsin
| – | -$144K | -7,000 | Closed |
|
JPM.PRD.CL Hedge Fund Activity: Q1 2014 in Review
9 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRD.CL) for Q1 2014, worth a combined $5.03M — up 5.3% from $4.77M a quarter earlier.
Fund positioning in JPM.PRD.CL was balanced in Q1 2014: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Wellington Shields Capital Management, opening a new position worth an estimated $447K. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $401K sold.
- 9 institutional investors held JPMorgan Chase & Co. (JPM.PRD.CL) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $5.03M of JPMorgan Chase & Co. stock for Q1 2014, up 5.3% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase & Co. positions in Q1 2014 and 2 closed out, a net change of 0 holders.
- The largest JPMorgan Chase & Co. buyer in Q1 2014 was Wellington Shields Capital Management, an estimated $447K added.
- The largest JPMorgan Chase & Co. seller in Q1 2014 was Janney Montgomery Scott, an estimated $401K sold.
Based on aggregated 13F filings for Q1 2014.