JPMorgan Chase & Co.
JPM.PRH
JPM.PRH was delisted on the 28th of May, 2021.
6 hedge funds and large institutions have $857K invested in JPMorgan Chase & Co. in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
14% less funds holding
Funds holding: 7 → 6 (-1)
35% less capital invested
Capital invested by funds: $1.31M → $857K (-$455K)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$80.7K |
| 2 |
MCM
Mengis Capital Management
Portland,
Oregon
|
+$17.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Shikiar Asset Management
New York
|
-$296K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$261K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
1
Mengis Capital Management
Portland,
Oregon
| $329K | +$17.1K | +650 | +6% |
|
|
KLWA
2
Kelly Lawrence W & Associates
Pasadens,
California
| $322K | – | – | – |
|
|
SWP
3
Strategic Wealth Partners
Independence,
Ohio
| $81K | +$80.7K | +3,060 | New |
|
|
ECM
4
Estabrook Capital Management
New York
| $53.1K | – | – | – |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $47K | – | – | – |
|
|
OSNBOA
6
Old Second National Bank of Aurora
Aurora,
Illinois
| $25K | – | – | – |
|
|
SAM
7
Shikiar Asset Management
New York
| – | -$296K | -11,200 | Closed |
|
|
PPA
8
Parametric Portfolio Associates
Seattle,
Washington
| – | -$261K | -9,882 | Closed |
|
JPM.PRH Hedge Fund Activity: Q2 2018 in Review
6 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRH) for Q2 2018, worth a combined $857K — down 35% from $1.31M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JPM.PRH and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Strategic Wealth Partners, opening a new position worth an estimated $80.7K. The largest seller was Shikiar Asset Management, exiting entirely with an estimated $296K sold.
- 6 institutional investors held JPMorgan Chase & Co. (JPM.PRH) as of Q2 2018, down from 7 in Q1 2018.
- Funds reported $857K of JPMorgan Chase & Co. stock for Q2 2018, down 35% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co. positions in Q2 2018 and 2 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co. buyer in Q2 2018 was Strategic Wealth Partners, an estimated $80.7K added.
- The largest JPMorgan Chase & Co. seller in Q2 2018 was Shikiar Asset Management, an estimated $296K sold.
Based on aggregated 13F filings for Q2 2018.