JPMorgan Chase & Co.
JPM.PRD.CL
JPM.PRD.CL was delisted on the 30th of November, 2017.
9 hedge funds and large institutions have $2.84M invested in JPMorgan Chase & Co. in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
10% less funds holding
Funds holding: 10 → 9 (-1)
26% less capital invested
Capital invested by funds: $3.84M → $2.84M (-$1.01M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Estabrook Capital Management
New York
|
+$5.52K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NERM
New England Research & Management
Chicago,
Illinois
|
-$628K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$149K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$89.6K |
| 4 |
MCM
Mengis Capital Management
Portland,
Oregon
|
-$40K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPA
1
Parametric Portfolio Associates
Seattle,
Washington
| $845K | -$149K | -5,981 | -15% |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $590K | -$40K | -1,600 | -6% |
|
|
RC
3
Reik & Co
New York
| $566K | – | – | – |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $360K | -$89.6K | -3,588 | -20% |
|
|
NRS
5
Neville Rodie & Shaw
New York
| $332K | – | – | – |
|
|
IP
6
Intellectus Partners
San Francisco,
California
| $55K | +$56K | +2,241 | New |
|
|
ECM
7
Estabrook Capital Management
New York
| $31.3K | +$5.52K | +221 | +21% |
|
|
GT
8
Glenmede Trust
Philadelphia,
Pennsylvania
| $31K | – | – | – |
|
|
OSNBOA
9
Old Second National Bank of Aurora
Aurora,
Illinois
| $25K | – | – | – |
|
|
NERM
10
New England Research & Management
Chicago,
Illinois
| – | -$628K | -24,300 | Closed |
|
|
11
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$10K | -400 | Closed |
|
JPM.PRD.CL Hedge Fund Activity: Q4 2016 in Review
9 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRD.CL) for Q4 2016, worth a combined $2.84M — down 26% from $3.84M 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 3 trimmed existing stakes and 1 added.
The largest buyer was Estabrook Capital Management, adding an estimated $5.52K. The largest seller was New England Research & Management, exiting entirely with an estimated $628K sold.
- 9 institutional investors held JPMorgan Chase & Co. (JPM.PRD.CL) as of Q4 2016, down from 10 in Q3 2016.
- Funds reported $2.84M of JPMorgan Chase & Co. stock for Q4 2016, down 26% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co. positions in Q4 2016 and 2 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co. buyer in Q4 2016 was Estabrook Capital Management, an estimated $5.52K added.
- The largest JPMorgan Chase & Co. seller in Q4 2016 was New England Research & Management, an estimated $628K sold.
Based on aggregated 13F filings for Q4 2016.