JPMorgan Chase & Co.
JPM.PRD.CL
JPM.PRD.CL was delisted on the 30th of November, 2017.
11 hedge funds and large institutions have $3.78M invested in JPMorgan Chase & Co. in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
27% more capital invested
Capital invested by funds: $2.97M → $3.78M (+$810K)
22% more funds holding
Funds holding: 9 → 11 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NERM
New England Research & Management
Chicago,
Illinois
|
+$594K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$185K |
| 3 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
+$1.96K |
| 4 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$1.91K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$31.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPA
1
Parametric Portfolio Associates
Seattle,
Washington
| $1.02M | -$31.3K | -1,226 | -3% |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $663K | – | – | – |
|
|
NERM
3
New England Research & Management
Chicago,
Illinois
| $604K | +$594K | +23,300 | New |
|
|
RC
4
Reik & Co
New York
| $596K | – | – | – |
|
|
5
Ameriprise
Minneapolis,
Minnesota
| $456K | +$185K | +7,254 | +70% |
|
|
NRS
6
Neville Rodie & Shaw
New York
| $350K | – | – | – |
|
|
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $33K | – | – | – |
|
|
ECM
8
Estabrook Capital Management
New York
| $27.2K | – | – | – |
|
|
OSNBOA
9
Old Second National Bank of Aurora
Aurora,
Illinois
| $26K | – | – | – |
|
|
MWP
10
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $4K | +$1.96K | +77 | +83% |
|
|
FMP
11
Financial Management Professionals
Austin,
Texas
| $1K | +$1.91K | +75 | New |
|
JPM.PRD.CL Hedge Fund Activity: Q2 2016 in Review
11 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRD.CL) for Q2 2016, worth a combined $3.78M — up 27% from $2.97M 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 2 added to existing stakes and 1 trimmed.
The largest buyer was New England Research & Management, opening a new position worth an estimated $594K. The largest seller was Parametric Portfolio Associates, cutting an estimated $31.3K.
- 11 institutional investors held JPMorgan Chase & Co. (JPM.PRD.CL) as of Q2 2016, up from 9 in Q1 2016.
- Funds reported $3.78M of JPMorgan Chase & Co. stock for Q2 2016, up 27% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase & Co. positions in Q2 2016 and 0 closed out, a net change of +2 holders.
- The largest JPMorgan Chase & Co. buyer in Q2 2016 was New England Research & Management, an estimated $594K added.
- The largest JPMorgan Chase & Co. seller in Q2 2016 was Parametric Portfolio Associates, an estimated $31.3K sold.
Based on aggregated 13F filings for Q2 2016.