JPMorgan Chase & Co.
JPM.PRD.CL
JPM.PRD.CL was delisted on the 30th of November, 2017.
7 hedge funds and large institutions have $1.85M invested in JPMorgan Chase & Co. in 2017 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
22% less funds holding
Funds holding: 9 → 7 (-2)
35% less capital invested
Capital invested by funds: $2.84M → $1.85M (-$983K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IP
Intellectus Partners
San Francisco,
California
|
+$1.93K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RC
Reik & Co
New York
|
-$566K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$360K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$105K |
| 4 |
MCM
Mengis Capital Management
Portland,
Oregon
|
-$7.51K |
| 5 |
ECM
Estabrook Capital Management
New York
|
-$5.54K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPA
1
Parametric Portfolio Associates
Seattle,
Washington
| $765K | -$105K | -4,201 | -12% |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $601K | -$7.51K | -300 | -1% |
|
|
NRS
3
Neville Rodie & Shaw
New York
| $343K | – | – | – |
|
|
IP
4
Intellectus Partners
San Francisco,
California
| $59K | +$1.93K | +77 | +3% |
|
|
GT
5
Glenmede Trust
Philadelphia,
Pennsylvania
| $33K | – | – | – |
|
|
ECM
6
Estabrook Capital Management
New York
| $26.7K | -$5.54K | -221 | -17% |
|
|
OSNBOA
7
Old Second National Bank of Aurora
Aurora,
Illinois
| $25K | – | – | – |
|
|
RC
8
Reik & Co
New York
| – | -$566K | -23,000 | Closed |
|
|
9
Ameriprise
Minneapolis,
Minnesota
| – | -$360K | -14,645 | Closed |
|
JPM.PRD.CL Hedge Fund Activity: Q1 2017 in Review
7 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRD.CL) for Q1 2017, worth a combined $1.85M — down 35% from $2.84M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JPM.PRD.CL and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was Intellectus Partners, adding an estimated $1.93K. The largest seller was Reik & Co, exiting entirely with an estimated $566K sold.
- 7 institutional investors held JPMorgan Chase & Co. (JPM.PRD.CL) as of Q1 2017, down from 9 in Q4 2016.
- Funds reported $1.85M of JPMorgan Chase & Co. stock for Q1 2017, down 35% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co. positions in Q1 2017 and 2 closed out, a net change of -2 holders.
- The largest JPMorgan Chase & Co. buyer in Q1 2017 was Intellectus Partners, an estimated $1.93K added.
- The largest JPMorgan Chase & Co. seller in Q1 2017 was Reik & Co, an estimated $566K sold.
Based on aggregated 13F filings for Q1 2017.