JPMorgan Chase & Co.
JPM.PRH
JPM.PRH was delisted on the 28th of May, 2021.
10 hedge funds and large institutions have $2.48M invested in JPMorgan Chase & Co. in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
97% more capital invested
Capital invested by funds: $1.26M → $2.48M (+$1.22M)
25% more funds holding
Funds holding: 8 → 10 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$416K |
| 2 |
WB
WesBanco Bank
Wheeling,
West Virginia
|
+$304K |
| 3 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$205K |
| 4 |
SAM
Shikiar Asset Management
New York
|
+$39.1K |
| 5 |
UB
UMB Bank
Kansas City,
Missouri
|
+$28.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$25K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$20.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Shikiar Asset Management
New York
| $544K | +$39.1K | +1,500 | +8% |
|
|
AAM
2
Advisors Asset Management
Monument,
Colorado
| $419K | +$416K | +15,954 | New |
|
|
KLWA
3
Kelly Lawrence W & Associates
Pasadens,
California
| $317K | – | – | – |
|
|
MCM
4
Mengis Capital Management
Portland,
Oregon
| $312K | – | – | – |
|
|
WB
5
WesBanco Bank
Wheeling,
West Virginia
| $306K | +$304K | +11,650 | New |
|
|
UB
6
UMB Bank
Kansas City,
Missouri
| $275K | +$28.2K | +1,083 | +12% |
|
|
FWCM
7
Ferguson Wellman Capital Management
Portland,
Oregon
| $207K | +$205K | +7,875 | New |
|
|
ECM
8
Estabrook Capital Management
New York
| $52.6K | – | – | – |
|
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $25K | -$20.9K | -800 | -45% |
|
|
OSNBOA
10
Old Second National Bank of Aurora
Aurora,
Illinois
| $25K | – | – | – |
|
|
SWP
11
Strategic Wealth Partners
Independence,
Ohio
| – | -$25K | -950 | Closed |
|
JPM.PRH Hedge Fund Activity: Q1 2019 in Review
10 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRH) for Q1 2019, worth a combined $2.48M — up 97% from $1.26M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JPM.PRH positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Advisors Asset Management, opening a new position worth an estimated $416K. The largest seller was Strategic Wealth Partners, exiting entirely with an estimated $25K sold.
- 10 institutional investors held JPMorgan Chase & Co. (JPM.PRH) as of Q1 2019, up from 8 in Q4 2018.
- Funds reported $2.48M of JPMorgan Chase & Co. stock for Q1 2019, up 97% quarter-over-quarter.
- 3 funds opened new JPMorgan Chase & Co. positions in Q1 2019 and 1 closed out, a net change of +2 holders.
- The largest JPMorgan Chase & Co. buyer in Q1 2019 was Advisors Asset Management, an estimated $416K added.
- The largest JPMorgan Chase & Co. seller in Q1 2019 was Strategic Wealth Partners, an estimated $25K sold.
Based on aggregated 13F filings for Q1 2019.