JPMorgan Chase & Co.
JPM.PRH
JPM.PRH was delisted on the 28th of May, 2021.
8 hedge funds and large institutions have $2.2M invested in JPMorgan Chase & Co. in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
14% more funds holding
Funds holding: 7 → 8 (+1)
4% more capital invested
Capital invested by funds: $2.1M → $2.2M (+$94.5K)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLWA
Kelly Lawrence W & Associates
Pasadens,
California
|
+$168K |
| 2 |
RCA
Ranch Capital Advisors
Sarasota,
Florida
|
+$10.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mengis Capital Management
Portland,
Oregon
|
-$64.6K |
| 2 |
SAM
Shikiar Asset Management
New York
|
-$2.58K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Shikiar Asset Management
New York
| $1.01M | -$2.58K | -100 | -0.3% |
|
|
KLWA
2
Kelly Lawrence W & Associates
Pasadens,
California
| $480K | +$168K | +6,500 | +54% |
|
|
WB
3
WesBanco Bank
Wheeling,
West Virginia
| $300K | – | – | – |
|
|
MCM
4
Mengis Capital Management
Portland,
Oregon
| $292K | -$64.6K | -2,500 | -18% |
|
|
ECM
5
Estabrook Capital Management
New York
| $51.5K | – | – | – |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $25K | – | – | – |
|
|
OSNBOA
7
Old Second National Bank of Aurora
Aurora,
Illinois
| $24K | – | – | – |
|
|
RCA
8
Ranch Capital Advisors
Sarasota,
Florida
| $10K | +$10.3K | +400 | New |
|
JPM.PRH Hedge Fund Activity: Q4 2019 in Review
8 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRH) for Q4 2019, worth a combined $2.2M — up 4.5% from $2.1M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new JPM.PRH positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Kelly Lawrence W & Associates, adding an estimated $168K. The largest seller was Mengis Capital Management, cutting an estimated $64.6K.
- 8 institutional investors held JPMorgan Chase & Co. (JPM.PRH) as of Q4 2019, up from 7 in Q3 2019.
- Funds reported $2.2M of JPMorgan Chase & Co. stock for Q4 2019, up 4.5% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co. positions in Q4 2019 and 0 closed out, a net change of +1 holder.
- The largest JPMorgan Chase & Co. buyer in Q4 2019 was Kelly Lawrence W & Associates, an estimated $168K added.
- The largest JPMorgan Chase & Co. seller in Q4 2019 was Mengis Capital Management, an estimated $64.6K sold.
Based on aggregated 13F filings for Q4 2019.