JPMorgan Chase & Co.
JPM.PRH
JPM.PRH was delisted on the 28th of May, 2021.
8 hedge funds and large institutions have $2.62M invested in JPMorgan Chase & Co. in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
19% more capital invested
Capital invested by funds: $2.2M → $2.62M (+$423K)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLWA
Kelly Lawrence W & Associates
Pasadens,
California
|
-$480K |
| 2 |
SAM
Shikiar Asset Management
New York
|
-$216K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
1
Shapiro Capital Management
Atlanta,
Georgia
| $1.16M | +$1.17M | +45,975 | New |
|
|
SAM
2
Shikiar Asset Management
New York
| $776K | -$216K | -8,500 | -22% |
|
|
WB
3
WesBanco Bank
Wheeling,
West Virginia
| $293K | – | – | – |
|
|
MCM
4
Mengis Capital Management
Portland,
Oregon
| $285K | – | – | – |
|
|
ECM
5
Estabrook Capital Management
New York
| $50.3K | – | – | – |
|
|
OSNBOA
6
Old Second National Bank of Aurora
Aurora,
Illinois
| $24K | – | – | – |
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $24K | – | – | – |
|
|
RCA
8
Ranch Capital Advisors
Sarasota,
Florida
| $10K | – | – | – |
|
|
KLWA
9
Kelly Lawrence W & Associates
Pasadens,
California
| – | -$480K | -18,600 | Closed |
|
JPM.PRH Hedge Fund Activity: Q1 2020 in Review
8 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. (JPM.PRH) for Q1 2020, worth a combined $2.62M — up 19% from $2.2M a quarter earlier.
Fund positioning in JPM.PRH was balanced in Q1 2020: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was Shapiro Capital Management, opening a new position worth an estimated $1.17M. The largest seller was Kelly Lawrence W & Associates, exiting entirely with an estimated $480K sold.
- 8 institutional investors held JPMorgan Chase & Co. (JPM.PRH) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $2.62M of JPMorgan Chase & Co. stock for Q1 2020, up 19% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co. positions in Q1 2020 and 1 closed out, a net change of 0 holders.
- The largest JPMorgan Chase & Co. buyer in Q1 2020 was Shapiro Capital Management, an estimated $1.17M added.
- The largest JPMorgan Chase & Co. seller in Q1 2020 was Kelly Lawrence W & Associates, an estimated $480K sold.
Based on aggregated 13F filings for Q1 2020.