JPMorgan Chase & Co.
JPM.PRD.CL
JPM.PRD.CL was delisted on the 30th of November, 2017.
13 hedge funds and large institutions have $6.51M invested in JPMorgan Chase & Co. in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
44% more funds holding
Funds holding: 9 → 13 (+4)
29% more capital invested
Capital invested by funds: $5.03M → $6.51M (+$1.48M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$454K |
| 2 |
CNB
City National Bank
Beverly Hills,
California
|
+$393K |
| 3 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
+$159K |
| 4 |
WFG
Windsor Financial Group
Minneapolis,
Minnesota
|
+$128K |
| 5 |
TAM
Tocqueville Asset Management
New York
|
+$90.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$18.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WFG
1
Windsor Financial Group
Minneapolis,
Minnesota
| $1.63M | +$128K | +5,650 | +9% |
|
|
CNB
2
City National Bank
Beverly Hills,
California
| $1.47M | +$393K | +17,320 | +37% |
|
|
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $853K | -$18.3K | -805 | -2% |
|
|
RC
4
Reik & Co
New York
| $527K | – | – | – |
|
|
WSCM
5
Wellington Shields Capital Management
New York
| $485K | +$9.07K | +400 | +2% |
|
|
6
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $459K | +$454K | +20,017 | New |
|
|
NCA
7
New Century Advisors
Chevy Chase,
Maryland
| $458K | – | – | – |
|
|
NRS
8
Neville Rodie & Shaw
New York
| $319K | – | – | – |
|
|
JWM
9
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $160K | +$159K | +7,000 | New |
|
|
TAM
10
Tocqueville Asset Management
New York
| $92K | +$90.7K | +4,000 | New |
|
|
ECM
11
Estabrook Capital Management
New York
| $25.2K | – | – | – |
|
|
OSNBOA
12
Old Second National Bank of Aurora
Aurora,
Illinois
| $23K | – | – | – |
|
13
Ameriprise
Minneapolis,
Minnesota
| $3K | +$2.97K | +131 | New |
|
JPM.PRD.CL Hedge Fund Activity: Q2 2014 in Review
13 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRD.CL) for Q2 2014, worth a combined $6.51M — up 29% from $5.03M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JPM.PRD.CL positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $454K. The largest seller was Parametric Portfolio Associates, cutting an estimated $18.3K.
- 13 institutional investors held JPMorgan Chase & Co. (JPM.PRD.CL) as of Q2 2014, up from 9 in Q1 2014.
- Funds reported $6.51M of JPMorgan Chase & Co. stock for Q2 2014, up 29% quarter-over-quarter.
- 4 funds opened new JPMorgan Chase & Co. positions in Q2 2014 and 0 closed out, a net change of +4 holders.
- The largest JPMorgan Chase & Co. buyer in Q2 2014 was Janney Montgomery Scott, an estimated $454K added.
- The largest JPMorgan Chase & Co. seller in Q2 2014 was Parametric Portfolio Associates, an estimated $18.3K sold.
Based on aggregated 13F filings for Q2 2014.