JPMorgan Chase & Co.
JPM.PRH
JPM.PRH was delisted on the 28th of May, 2021.
8 hedge funds and large institutions have $1.26M invested in JPMorgan Chase & Co. in 2018 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
11% less funds holding
Funds holding: 9 → 8 (-1)
33% less capital invested
Capital invested by funds: $1.88M → $1.26M (-$624K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
+$4.71K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ATC
Argent Trust Co
Nashville,
Tennessee
|
-$326K |
| 2 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$53.7K |
| 3 |
MCM
Mengis Capital Management
Portland,
Oregon
|
-$5.09K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Shikiar Asset Management
New York
| $495K | – | – | – |
|
|
KLWA
2
Kelly Lawrence W & Associates
Pasadens,
California
| $312K | – | – | – |
|
|
MCM
3
Mengis Capital Management
Portland,
Oregon
| $306K | -$5.09K | -200 | -2% |
|
|
ECM
4
Estabrook Capital Management
New York
| $51.6K | – | – | – |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $45K | – | – | – |
|
|
SWP
6
Strategic Wealth Partners
Independence,
Ohio
| $25K | -$53.7K | -2,110 | -69% |
|
|
OSNBOA
7
Old Second National Bank of Aurora
Aurora,
Illinois
| $24K | – | – | – |
|
|
UB
8
UMB Bank
Kansas City,
Missouri
| $242 | +$4.71K | +185 | +2% |
|
|
ATC
9
Argent Trust Co
Nashville,
Tennessee
| – | -$326K | -12,740 | Closed |
|
JPM.PRH Hedge Fund Activity: Q4 2018 in Review
8 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRH) for Q4 2018, worth a combined $1.26M — down 33% from $1.88M 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 2 trimmed existing stakes and 1 added.
The largest buyer was UMB Bank, adding an estimated $4.71K. The largest seller was Argent Trust Co, exiting entirely with an estimated $326K sold.
- 8 institutional investors held JPMorgan Chase & Co. (JPM.PRH) as of Q4 2018, down from 9 in Q3 2018.
- Funds reported $1.26M of JPMorgan Chase & Co. stock for Q4 2018, down 33% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co. positions in Q4 2018 and 1 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co. buyer in Q4 2018 was UMB Bank, an estimated $4.71K added.
- The largest JPMorgan Chase & Co. seller in Q4 2018 was Argent Trust Co, an estimated $326K sold.
Based on aggregated 13F filings for Q4 2018.