JPMorgan Chase & Co.
JPM.PRD.CL
JPM.PRD.CL was delisted on the 30th of November, 2017.
9 hedge funds and large institutions have $2.97M invested in JPMorgan Chase & Co. in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
29% more funds holding
Funds holding: 7 → 9 (+2)
12% more capital invested
Capital invested by funds: $2.65M → $2.97M (+$319K)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$260K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$48.5K |
| 3 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
+$2.34K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mengis Capital Management
Portland,
Oregon
|
-$15.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPA
1
Parametric Portfolio Associates
Seattle,
Washington
| $1.03M | +$48.5K | +1,931 | +5% |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $652K | -$15.1K | -600 | -2% |
|
|
RC
3
Reik & Co
New York
| $587K | – | – | – |
|
|
NRS
4
Neville Rodie & Shaw
New York
| $344K | – | – | – |
|
|
5
Ameriprise
Minneapolis,
Minnesota
| $264K | +$260K | +10,363 | New |
|
|
GT
6
Glenmede Trust
Philadelphia,
Pennsylvania
| $33K | – | – | – |
|
|
ECM
7
Estabrook Capital Management
New York
| $26.8K | – | – | – |
|
|
OSNBOA
8
Old Second National Bank of Aurora
Aurora,
Illinois
| $26K | – | – | – |
|
|
MWP
9
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $2K | +$2.34K | +93 | New |
|
JPM.PRD.CL Hedge Fund Activity: Q1 2016 in Review
9 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRD.CL) for Q1 2016, worth a combined $2.97M — up 12% from $2.65M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JPM.PRD.CL positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $260K. The largest seller was Mengis Capital Management, cutting an estimated $15.1K.
- 9 institutional investors held JPMorgan Chase & Co. (JPM.PRD.CL) as of Q1 2016, up from 7 in Q4 2015.
- Funds reported $2.97M of JPMorgan Chase & Co. stock for Q1 2016, up 12% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase & Co. positions in Q1 2016 and 0 closed out, a net change of +2 holders.
- The largest JPMorgan Chase & Co. buyer in Q1 2016 was Ameriprise, an estimated $260K added.
- The largest JPMorgan Chase & Co. seller in Q1 2016 was Mengis Capital Management, an estimated $15.1K sold.
Based on aggregated 13F filings for Q1 2016.