JPMorgan Chase & Co.
JPM.PRD.CL
JPM.PRD.CL was delisted on the 30th of November, 2017.
9 hedge funds and large institutions have $6.52M invested in JPMorgan Chase & Co. in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
8% less capital invested
Capital invested by funds: $7.09M → $6.52M (-$570K)
18% less funds holding
Funds holding: 11 → 9 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.57M |
| 2 |
CNB
City National Bank
Beverly Hills,
California
|
+$19.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WFG
Windsor Financial Group
Minneapolis,
Minnesota
|
-$1.85M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$507K |
| 3 |
NCA
New Century Advisors
Chevy Chase,
Maryland
|
-$496K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$39.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Ameriprise
Minneapolis,
Minnesota
| $2.5M | +$2.57M | +105,896 | New |
|
|
CNB
2
City National Bank
Beverly Hills,
California
| $1.46M | +$19.4K | +800 | +1% |
|
|
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $882K | -$39.4K | -1,620 | -4% |
|
|
MCM
4
Mengis Capital Management
Portland,
Oregon
| $624K | – | – | – |
|
|
RC
5
Reik & Co
New York
| $544K | – | – | – |
|
|
NRS
6
Neville Rodie & Shaw
New York
| $319K | – | – | – |
|
|
JWM
7
Jacobus Wealth Management
Milwaukee,
Wisconsin
| $136K | – | – | – |
|
|
ECM
8
Estabrook Capital Management
New York
| $26K | – | – | – |
|
|
OSNBOA
9
Old Second National Bank of Aurora
Aurora,
Illinois
| $24K | – | – | – |
|
|
WFG
10
Windsor Financial Group
Minneapolis,
Minnesota
| – | -$1.85M | -74,650 | Closed |
|
|
11
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$507K | -20,442 | Closed |
|
|
NCA
12
New Century Advisors
Chevy Chase,
Maryland
| – | -$496K | -20,000 | Closed |
|
JPM.PRD.CL Hedge Fund Activity: Q2 2015 in Review
9 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRD.CL) for Q2 2015, worth a combined $6.52M — down 8% from $7.09M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JPM.PRD.CL and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was Ameriprise, opening a new position worth an estimated $2.57M. The largest seller was Windsor Financial Group, exiting entirely with an estimated $1.85M sold.
- 9 institutional investors held JPMorgan Chase & Co. (JPM.PRD.CL) as of Q2 2015, down from 11 in Q1 2015.
- Funds reported $6.52M of JPMorgan Chase & Co. stock for Q2 2015, down 8% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co. positions in Q2 2015 and 3 closed out, a net change of -2 holders.
- The largest JPMorgan Chase & Co. buyer in Q2 2015 was Ameriprise, an estimated $2.57M added.
- The largest JPMorgan Chase & Co. seller in Q2 2015 was Windsor Financial Group, an estimated $1.85M sold.
Based on aggregated 13F filings for Q2 2015.