JPMorgan Chase & Co.
JPM.PRD.CL
JPM.PRD.CL was delisted on the 30th of November, 2017.
11 hedge funds and large institutions have $7.09M invested in JPMorgan Chase & Co. in 2015 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.
3% more capital invested
Capital invested by funds: $6.85M → $7.09M (+$234K)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mengis Capital Management
Portland,
Oregon
|
+$41.3K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$31.3K |
| 3 |
WFG
Windsor Financial Group
Minneapolis,
Minnesota
|
+$4.86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$29.9K |
| 2 |
CNB
City National Bank
Beverly Hills,
California
|
-$26.2K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$7.29K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WFG
1
Windsor Financial Group
Minneapolis,
Minnesota
| $1.85M | +$4.86K | +200 | +0.3% |
|
|
CNB
2
City National Bank
Beverly Hills,
California
| $1.51M | -$26.2K | -1,080 | -2% |
|
|
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $965K | +$31.3K | +1,290 | +3% |
|
|
MCM
4
Mengis Capital Management
Portland,
Oregon
| $655K | +$41.3K | +1,700 | +7% |
|
|
RC
5
Reik & Co
New York
| $571K | – | – | – |
|
|
6
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $507K | -$7.29K | -300 | -1% |
|
|
NCA
7
New Century Advisors
Chevy Chase,
Maryland
| $496K | – | – | – |
|
|
NRS
8
Neville Rodie & Shaw
New York
| $335K | – | – | – |
|
|
JWM
9
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $143K | -$29.9K | -1,230 | -18% |
|
|
ECM
10
Estabrook Capital Management
New York
| $27.3K | – | – | – |
|
|
OSNBOA
11
Old Second National Bank of Aurora
Aurora,
Illinois
| $25K | – | – | – |
|
JPM.PRD.CL Hedge Fund Activity: Q1 2015 in Review
11 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRD.CL) for Q1 2015, worth a combined $7.09M — up 3.4% from $6.85M a quarter earlier.
Fund positioning in JPM.PRD.CL was balanced in Q1 2015: 0 funds opened new positions, 0 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Mengis Capital Management, adding an estimated $41.3K. The largest seller was Jacobus Wealth Management, cutting an estimated $29.9K.
- 11 institutional investors held JPMorgan Chase & Co. (JPM.PRD.CL) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $7.09M of JPMorgan Chase & Co. stock for Q1 2015, up 3.4% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co. positions in Q1 2015 and 0 closed out.
- The largest JPMorgan Chase & Co. buyer in Q1 2015 was Mengis Capital Management, an estimated $41.3K added.
- The largest JPMorgan Chase & Co. seller in Q1 2015 was Jacobus Wealth Management, an estimated $29.9K sold.
Based on aggregated 13F filings for Q1 2015.