JPMorgan Chase & Co.
JPM.PRD.CL
JPM.PRD.CL was delisted on the 30th of November, 2017.
10 hedge funds and large institutions have $3.84M invested in JPMorgan Chase & Co. in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
2% more capital invested
Capital invested by funds: $3.78M → $3.84M (+$64.9K)
9% less funds holding
Funds holding: 11 → 10 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$28.5K |
| 2 |
NERM
New England Research & Management
Chicago,
Illinois
|
+$26K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$16K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
-$4K |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPA
1
Parametric Portfolio Associates
Seattle,
Washington
| $1.04M | +$28.5K | +1,096 | +3% |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $661K | – | – | – |
|
|
NERM
3
New England Research & Management
Chicago,
Illinois
| $628K | +$26K | +1,000 | +4% |
|
|
RC
4
Reik & Co
New York
| $594K | – | – | – |
|
|
5
Ameriprise
Minneapolis,
Minnesota
| $471K | +$16K | +616 | +3% |
|
|
NRS
6
Neville Rodie & Shaw
New York
| $349K | – | – | – |
|
|
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $33K | – | – | – |
|
|
ECM
8
Estabrook Capital Management
New York
| $27.1K | – | – | – |
|
|
OSNBOA
9
Old Second National Bank of Aurora
Aurora,
Illinois
| $26K | – | – | – |
|
|
10
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $10K | +$10.4K | +400 | New |
|
|
MWP
11
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$4K | -170 | Closed |
|
|
FMP
12
Financial Management Professionals
Austin,
Texas
| – | -$1K | -75 | Closed |
|
JPM.PRD.CL Hedge Fund Activity: Q3 2016 in Review
10 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRD.CL) for Q3 2016, worth a combined $3.84M — up 1.7% from $3.78M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JPM.PRD.CL and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 3 added.
The largest buyer was Parametric Portfolio Associates, adding an estimated $28.5K. The largest seller was MYCIO Wealth Partners, exiting entirely with an estimated $4K sold.
- 10 institutional investors held JPMorgan Chase & Co. (JPM.PRD.CL) as of Q3 2016, down from 11 in Q2 2016.
- Funds reported $3.84M of JPMorgan Chase & Co. stock for Q3 2016, up 1.7% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co. positions in Q3 2016 and 2 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co. buyer in Q3 2016 was Parametric Portfolio Associates, an estimated $28.5K added.
- The largest JPMorgan Chase & Co. seller in Q3 2016 was MYCIO Wealth Partners, an estimated $4K sold.
Based on aggregated 13F filings for Q3 2016.