JPMorgan Chase & Co.
JPM.PRH
JPM.PRH was delisted on the 28th of May, 2021.
9 hedge funds and large institutions have $1.88M invested in JPMorgan Chase & Co. in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 0 closing their positions.
120% more capital invested
Capital invested by funds: $857K → $1.88M (+$1.03M)
50% more funds holding
Funds holding: 6 → 9 (+3)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Shikiar Asset Management
New York
|
+$507K |
| 2 |
ATC
Argent Trust Co
Nashville,
Tennessee
|
+$336K |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mengis Capital Management
Portland,
Oregon
|
-$7.91K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Shikiar Asset Management
New York
| $496K | +$507K | +19,200 | New |
|
|
ATC
2
Argent Trust Co
Nashville,
Tennessee
| $326K | +$336K | +12,740 | New |
|
|
MCM
3
Mengis Capital Management
Portland,
Oregon
| $312K | -$7.91K | -300 | -2% |
|
|
KLWA
4
Kelly Lawrence W & Associates
Pasadens,
California
| $312K | – | – | – |
|
|
UB
5
UMB Bank
Kansas City,
Missouri
| $237K | +$242K | +9,175 | New |
|
|
SWP
6
Strategic Wealth Partners
Independence,
Ohio
| $79K | – | – | – |
|
|
ECM
7
Estabrook Capital Management
New York
| $51.6K | – | – | – |
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $45K | – | – | – |
|
|
OSNBOA
9
Old Second National Bank of Aurora
Aurora,
Illinois
| $24K | – | – | – |
|
JPM.PRH Hedge Fund Activity: Q3 2018 in Review
9 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRH) for Q3 2018, worth a combined $1.88M — up 120% from $857K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JPM.PRH positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Shikiar Asset Management, opening a new position worth an estimated $507K. The largest seller was Mengis Capital Management, cutting an estimated $7.91K.
- 9 institutional investors held JPMorgan Chase & Co. (JPM.PRH) as of Q3 2018, up from 6 in Q2 2018.
- Funds reported $1.88M of JPMorgan Chase & Co. stock for Q3 2018, up 120% quarter-over-quarter.
- 3 funds opened new JPMorgan Chase & Co. positions in Q3 2018 and 0 closed out, a net change of +3 holders.
- The largest JPMorgan Chase & Co. buyer in Q3 2018 was Shikiar Asset Management, an estimated $507K added.
- The largest JPMorgan Chase & Co. seller in Q3 2018 was Mengis Capital Management, an estimated $7.91K sold.
Based on aggregated 13F filings for Q3 2018.