JPMorgan Chase & Co.
JPM.PRH
JPM.PRH was delisted on the 28th of May, 2021.
7 hedge funds and large institutions have $2.1M invested in JPMorgan Chase & Co. in 2019 Q3 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
5% less capital invested
Capital invested by funds: $2.21M → $2.1M (-$110K)
22% less funds holding
Funds holding: 9 → 7 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mengis Capital Management
Portland,
Oregon
|
+$54.9K |
| 2 |
SAM
Shikiar Asset Management
New York
|
+$52.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$202K |
| 2 |
UB
UMB Bank
Kansas City,
Missouri
|
-$287 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Shikiar Asset Management
New York
| $1.02M | +$52.2K | +2,000 | +5% |
|
|
MCM
2
Mengis Capital Management
Portland,
Oregon
| $359K | +$54.9K | +2,100 | +18% |
|
|
KLWA
3
Kelly Lawrence W & Associates
Pasadens,
California
| $313K | – | – | – |
|
|
WB
4
WesBanco Bank
Wheeling,
West Virginia
| $303K | – | – | – |
|
|
ECM
5
Estabrook Capital Management
New York
| $51.9K | – | – | – |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $25K | – | – | – |
|
|
OSNBOA
7
Old Second National Bank of Aurora
Aurora,
Illinois
| $24K | – | – | – |
|
|
UB
8
UMB Bank
Kansas City,
Missouri
| – | -$287 | -10,942 | Closed |
|
|
FWCM
9
Ferguson Wellman Capital Management
Portland,
Oregon
| – | -$202K | -7,717 | Closed |
|
JPM.PRH Hedge Fund Activity: Q3 2019 in Review
7 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRH) for Q3 2019, worth a combined $2.1M — down 5% from $2.21M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JPM.PRH and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 2 added.
The largest buyer was Mengis Capital Management, adding an estimated $54.9K. The largest seller was Ferguson Wellman Capital Management, exiting entirely with an estimated $202K sold.
- 7 institutional investors held JPMorgan Chase & Co. (JPM.PRH) as of Q3 2019, down from 9 in Q2 2019.
- Funds reported $2.1M of JPMorgan Chase & Co. stock for Q3 2019, down 5% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co. positions in Q3 2019 and 2 closed out, a net change of -2 holders.
- The largest JPMorgan Chase & Co. buyer in Q3 2019 was Mengis Capital Management, an estimated $54.9K added.
- The largest JPMorgan Chase & Co. seller in Q3 2019 was Ferguson Wellman Capital Management, an estimated $202K sold.
Based on aggregated 13F filings for Q3 2019.