JPMorgan Chase & Co.
JPM.PRD.CL
JPM.PRD.CL was delisted on the 30th of November, 2017.
11 hedge funds and large institutions have $6.85M invested in JPMorgan Chase & Co. in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
26% more capital invested
Capital invested by funds: $5.45M → $6.85M (+$1.4M)
10% more funds holding
Funds holding: 10 → 11 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFG
Windsor Financial Group
Minneapolis,
Minnesota
|
+$49.2K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$23.4K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNB
City National Bank
Beverly Hills,
California
|
-$24K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WFG
1
Windsor Financial Group
Minneapolis,
Minnesota
| $1.79M | +$49.2K | +2,100 | +3% |
|
|
CNB
2
City National Bank
Beverly Hills,
California
| $1.49M | -$24K | -1,025 | -2% |
|
|
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $904K | +$23.4K | +1,000 | +3% |
|
|
MCM
4
Mengis Capital Management
Portland,
Oregon
| $594K | +$579K | +24,700 | New |
|
|
RC
5
Reik & Co
New York
| $553K | – | – | – |
|
|
6
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $499K | +$17K | +725 | +4% |
|
|
NCA
7
New Century Advisors
Chevy Chase,
Maryland
| $480K | +$469K | +20,000 | New |
|
|
NRS
8
Neville Rodie & Shaw
New York
| $325K | – | – | – |
|
|
JWM
9
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $168K | – | – | – |
|
|
ECM
10
Estabrook Capital Management
New York
| $26.5K | – | – | – |
|
|
OSNBOA
11
Old Second National Bank of Aurora
Aurora,
Illinois
| $24K | – | – | – |
|
|
12
Ameriprise
Minneapolis,
Minnesota
| – | -$11K | -493 | Closed |
|
JPM.PRD.CL Hedge Fund Activity: Q4 2014 in Review
11 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRD.CL) for Q4 2014, worth a combined $6.85M — up 26% from $5.45M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JPM.PRD.CL positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Windsor Financial Group, adding an estimated $49.2K. The largest seller was City National Bank, cutting an estimated $24K.
- 11 institutional investors held JPMorgan Chase & Co. (JPM.PRD.CL) as of Q4 2014, up from 10 in Q3 2014.
- Funds reported $6.85M of JPMorgan Chase & Co. stock for Q4 2014, up 26% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase & Co. positions in Q4 2014 and 1 closed out, a net change of +1 holder.
- The largest JPMorgan Chase & Co. buyer in Q4 2014 was Windsor Financial Group, an estimated $49.2K added.
- The largest JPMorgan Chase & Co. seller in Q4 2014 was City National Bank, an estimated $24K sold.
Based on aggregated 13F filings for Q4 2014.