JPMorgan Chase & Co.
JPM.PRH
JPM.PRH was delisted on the 28th of May, 2021.
9 hedge funds and large institutions have $2.21M invested in JPMorgan Chase & Co. in 2019 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
10% less funds holding
Funds holding: 10 → 9 (-1)
11% less capital invested
Capital invested by funds: $2.48M → $2.21M (-$272K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Shikiar Asset Management
New York
|
+$437K |
| 2 |
UB
UMB Bank
Kansas City,
Missouri
|
+$13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$419K |
| 2 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$4.13K |
| 3 |
MCM
Mengis Capital Management
Portland,
Oregon
|
-$3.92K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Shikiar Asset Management
New York
| $981K | +$437K | +16,750 | +81% |
|
|
KLWA
2
Kelly Lawrence W & Associates
Pasadens,
California
| $314K | – | – | – |
|
|
MCM
3
Mengis Capital Management
Portland,
Oregon
| $307K | -$3.92K | -150 | -1% |
|
|
WB
4
WesBanco Bank
Wheeling,
West Virginia
| $305K | – | – | – |
|
|
FWCM
5
Ferguson Wellman Capital Management
Portland,
Oregon
| $202K | -$4.13K | -158 | -2% |
|
|
ECM
6
Estabrook Capital Management
New York
| $52.4K | – | – | – |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $25K | – | – | – |
|
|
OSNBOA
8
Old Second National Bank of Aurora
Aurora,
Illinois
| $24K | – | – | – |
|
|
UB
9
UMB Bank
Kansas City,
Missouri
| $287 | +$13K | +499 | +5% |
|
|
AAM
10
Advisors Asset Management
Monument,
Colorado
| – | -$419K | -15,954 | Closed |
|
JPM.PRH Hedge Fund Activity: Q2 2019 in Review
9 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRH) for Q2 2019, worth a combined $2.21M — down 11% from $2.48M 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 2 added.
The largest buyer was Shikiar Asset Management, adding an estimated $437K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $419K sold.
- 9 institutional investors held JPMorgan Chase & Co. (JPM.PRH) as of Q2 2019, down from 10 in Q1 2019.
- Funds reported $2.21M of JPMorgan Chase & Co. stock for Q2 2019, down 11% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co. positions in Q2 2019 and 1 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co. buyer in Q2 2019 was Shikiar Asset Management, an estimated $437K added.
- The largest JPMorgan Chase & Co. seller in Q2 2019 was Advisors Asset Management, an estimated $419K sold.
Based on aggregated 13F filings for Q2 2019.