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JPM.WS

JPMorgan Chase
JPM.WS

Delisted

JPM.WS was delisted on the 23rd of October, 2018.

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61 hedge funds and large institutions have $826M invested in JPMorgan Chase in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

15% more funds holding

Funds holding: 53 → 61 (+8)

8% more capital invested

Capital invested by funds: $766M → $826M (+$60.1M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
12
Increased
12
Reduced
13
Closed
4
Calls
$36.8M
Puts
–
Net Calls
+$36.8M
Net Calls Change
+$12.7M

Top Buyers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$5.14M
2
BCM
Bluefin Capital Management
New York
+$4.92M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$2.1M
4
MVP
Miller Value Partners
Florida
+$1.63M
5
AIM
AMI Investment Management
Indiana
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$18.5M
2
BCM
Basswood Capital Management
New York
-$11.9M
3
M2MC
Matthew 25 Management Corp
Pennsylvania
-$8.58M
4
ACI
AB CarVal Investors
Minnesota
-$6.36M
5
UCFA
United Capital Financial Advisors
Texas
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
SM
26
Salzhauer Michael
$2.25M – – –
PCA
27
PL Capital Advisors
Florida
$2.14M – – –
BC
28
Brookfield Corp
Ontario, Canada
$1.94M – – –
JP Morgan Chase
29
JP Morgan Chase
New York
$1.81M – – –
BMO
30
Beck Mack & Oliver
New York
$1.79M -$17.5K -1,000 -1%
AIM
31
AMI Investment Management
Indiana
$1.77M +$1.59M +91,225 New
DI
32
Dalton Investments
Nevada
$1.76M – – –
JMPWA
33
JP Morgan Private Wealth Advisors
California
$1.75M +$1.57M +90,000 New
CCP
34
Centaur Capital Partners
Texas
$1.63M +$417K +23,900 +40%
Morgan Stanley
35
Morgan Stanley
New York
$1.3M +$33.6K +1,927 +3%
BAM
36
Brave Asset Management
New Jersey
$1.25M +$1.13M +64,600 New
OTPPB
37
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.02M – – –
AACR
38
ACR Alpine Capital Research
Missouri
$814K – – –
CCM
39
Cutler Capital Management
Massachusetts
$640K +$8.73K +500 +2%
Bank of America
40
Bank of America
North Carolina
$613K -$183K -10,500 -25%
MSE
41
MUFG Securities EMEA
United Kingdom
$602K +$542K +31,072 New
NAM
42
North American Management
Massachusetts
$527K +$4.61K +264 +1%
LPL Financial
43
LPL Financial
California
$500K – – –
SCM
44
SOL Capital Management
Maryland
$489K +$24.4K +1,400 +6%
Wells Fargo
45
Wells Fargo
California
$380K -$63.7K -3,652 -16%
VKH
46
Virtu KCG Holdings
New York
$380K +$342K +19,608 New
OA
47
Oxbow Advisors
Texas
$358K +$322K +18,450 New
MCM
48
Murphy Capital Management
New Jersey
$282K +$8.73K +500 +4%
AAIM
49
American Assets Investment Management
California
$271K – – –
CL
50
CSS LLC
Illinois
$241K +$217K +12,408 New
1
2
3

JPM.WS Hedge Fund Activity: Q4 2013 in Review

61 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q4 2013, worth a combined $826M — up 7.8% from $766M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPM.WS positions and 4 closed out — a net gain of 8 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was CI Investments Inc, adding an estimated $5.14M. The largest seller was Mackenzie Financial, cutting an estimated $18.5M.

  • 61 institutional investors held JPMorgan Chase (JPM.WS) as of Q4 2013, up from 53 in Q3 2013.
  • Funds reported $826M of JPMorgan Chase stock for Q4 2013, up 7.8% quarter-over-quarter.
  • 12 funds opened new JPMorgan Chase positions in Q4 2013 and 4 closed out, a net change of +8 holders.
  • The largest JPMorgan Chase buyer in Q4 2013 was CI Investments Inc, an estimated $5.14M added.
  • The largest JPMorgan Chase seller in Q4 2013 was Mackenzie Financial, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2013.