JPMorgan Chase & Co.
JPM.PRH
JPM.PRH was delisted on the 28th of May, 2021.
4 hedge funds and large institutions have $647K invested in JPMorgan Chase & Co. in 2017 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
15% less capital invested
Capital invested by funds: $760K → $647K (-$113K)
20% less funds holding
Funds holding: 5 → 4 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLWA
Kelly Lawrence W & Associates
Pasadens,
California
|
+$35.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SQA
Simon Quick Advisors
Morristown,
New Jersey
|
-$108K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$37K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KLWA
1
Kelly Lawrence W & Associates
Pasadens,
California
| $326K | +$35.2K | +1,300 | +12% |
|
|
PPA
2
Parametric Portfolio Associates
Seattle,
Washington
| $245K | -$37K | -1,367 | -13% |
|
|
ECM
3
Estabrook Capital Management
New York
| $53.9K | – | – | – |
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $22K | – | – | – |
|
|
SQA
5
Simon Quick Advisors
Morristown,
New Jersey
| – | -$108K | -4,000 | Closed |
|
JPM.PRH Hedge Fund Activity: Q4 2017 in Review
4 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRH) for Q4 2017, worth a combined $647K — down 15% from $760K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of JPM.PRH and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Kelly Lawrence W & Associates, adding an estimated $35.2K. The largest seller was Simon Quick Advisors, exiting entirely with an estimated $108K sold.
- 4 institutional investors held JPMorgan Chase & Co. (JPM.PRH) as of Q4 2017, down from 5 in Q3 2017.
- Funds reported $647K of JPMorgan Chase & Co. stock for Q4 2017, down 15% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co. positions in Q4 2017 and 1 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co. buyer in Q4 2017 was Kelly Lawrence W & Associates, an estimated $35.2K added.
- The largest JPMorgan Chase & Co. seller in Q4 2017 was Simon Quick Advisors, an estimated $108K sold.
Based on aggregated 13F filings for Q4 2017.