JPMorgan Chase & Co.
JPM.PRD.CL
JPM.PRD.CL was delisted on the 30th of November, 2017.
9 hedge funds and large institutions have $3.69M invested in JPMorgan Chase & Co. in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
43% less capital invested
Capital invested by funds: $6.52M → $3.69M (-$2.82M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$811K |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$31.4K |
| 3 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
+$20.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.5M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$882K |
| 3 |
CNB
City National Bank
Beverly Hills,
California
|
-$220K |
| 4 |
JWM
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
-$136K |
| 5 |
MCM
Mengis Capital Management
Portland,
Oregon
|
-$4.84K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CNB
1
City National Bank
Beverly Hills,
California
| $1.27M | -$220K | -9,080 | -15% |
|
|
CRC
2
Curi RMB Capital
Chicago,
Illinois
| $810K | +$811K | +33,537 | New |
|
|
MCM
3
Mengis Capital Management
Portland,
Oregon
| $632K | -$4.84K | -200 | -0.8% |
|
|
RC
4
Reik & Co
New York
| $555K | – | – | – |
|
|
NRS
5
Neville Rodie & Shaw
New York
| $326K | – | – | – |
|
|
GT
6
Glenmede Trust
Philadelphia,
Pennsylvania
| $31K | +$31.4K | +1,300 | New |
|
|
ECM
7
Estabrook Capital Management
New York
| $25.4K | -$1.21K | -50 | -5% |
|
|
OSNBOA
8
Old Second National Bank of Aurora
Aurora,
Illinois
| $24K | – | – | – |
|
|
MWP
9
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $21K | +$20.7K | +854 | New |
|
|
10
Ameriprise
Minneapolis,
Minnesota
| – | -$2.5M | -105,896 | Closed |
|
|
PPA
11
Parametric Portfolio Associates
Seattle,
Washington
| – | -$882K | -37,278 | Closed |
|
|
JWM
12
Jacobus Wealth Management
Milwaukee,
Wisconsin
| – | -$136K | -5,770 | Closed |
|
JPM.PRD.CL Hedge Fund Activity: Q3 2015 in Review
9 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRD.CL) for Q3 2015, worth a combined $3.69M — down 43% from $6.52M a quarter earlier.
Fund positioning in JPM.PRD.CL was balanced in Q3 2015: 3 funds opened new positions, 3 closed out, 0 added to existing stakes and 3 trimmed.
The largest buyer was Curi RMB Capital, opening a new position worth an estimated $811K. The largest seller was Ameriprise, exiting entirely with an estimated $2.5M sold.
- 9 institutional investors held JPMorgan Chase & Co. (JPM.PRD.CL) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $3.69M of JPMorgan Chase & Co. stock for Q3 2015, down 43% quarter-over-quarter.
- 3 funds opened new JPMorgan Chase & Co. positions in Q3 2015 and 3 closed out, a net change of 0 holders.
- The largest JPMorgan Chase & Co. buyer in Q3 2015 was Curi RMB Capital, an estimated $811K added.
- The largest JPMorgan Chase & Co. seller in Q3 2015 was Ameriprise, an estimated $2.5M sold.
Based on aggregated 13F filings for Q3 2015.