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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 $862M invested in JPMorgan Chase in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

4% more capital invested

Capital invested by funds: $826M → $862M (+$35.3M)

0% more funds holding

Funds holding: 61 → 61 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
1.76%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
9
Increased
12
Reduced
10
Closed
9
Calls
$30.7M
Puts
–
Net Calls
+$30.7M
Net Calls Change
-$6.12M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$22.6M
2
SCM
Sirios Capital Management
Massachusetts
+$18.3M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$12.6M
4
ACI
AB CarVal Investors
Minnesota
+$7.5M
5
SCC
Second Curve Capital
Pennsylvania
+$3.29M

Top Sellers

Rank Fund Capital Flow
1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$52.9M
2
BCM
Bluefin Capital Management
New York
-$5.47M
3
BCM
Basswood Capital Management
New York
-$3.25M
4
DI
Dalton Investments
Nevada
-$1.76M
5
IGIM
I.G. Investment Management
Manitoba, Canada
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
26
Centaur Capital Partners
Texas
$2.93M +$1.15M +61,100 +73%
M2MC
27
Matthew 25 Management Corp
Pennsylvania
$2.59M – – –
SM
28
Salzhauer Michael
$2.58M +$2.4M +127,489 New
PCA
29
PL Capital Advisors
Florida
$2.23M – – –
BC
30
Brookfield Corp
Ontario, Canada
$2.02M – – –
JP Morgan Chase
31
JP Morgan Chase
New York
$1.89M – – –
BMO
32
Beck Mack & Oliver
New York
$1.86M -$9.41K -500 -0.5%
AIM
33
AMI Investment Management
Indiana
$1.84M – – –
JMPWA
34
JP Morgan Private Wealth Advisors
California
$1.84M +$18.8K +1,000 +1%
Morgan Stanley
35
Morgan Stanley
New York
$1.39M +$25.6K +1,361 +2%
BAM
36
Brave Asset Management
New Jersey
$1.13M -$160K -8,500 -13%
IGIM
37
I.G. Investment Management
Manitoba, Canada
$1.07M -$1.57M -83,260 -61%
OTPPB
38
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.06M – – –
AACR
39
ACR Alpine Capital Research
Missouri
$848K – – –
CCM
40
Cutler Capital Management
Massachusetts
$727K +$56.4K +3,000 +9%
Bank of America
41
Bank of America
North Carolina
$638K – – –
RA
42
Raffles Associates
New York
$606K +$564K +30,000 New
LPL Financial
43
LPL Financial
California
$523K +$2.16K +115 +0.4%
SCM
44
SOL Capital Management
Maryland
$509K – – –
NAM
45
North American Management
Massachusetts
$425K -$40.9K -2,174 -9%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$381K +$137K +7,300 +63%
OFG
47
OTA Financial Group
New York
$320K +$59.7K +3,176 +25%
AAIM
48
American Assets Investment Management
California
$283K – – –
Wells Fargo
49
Wells Fargo
California
$278K -$110K -5,850 -30%
CL
50
CSS LLC
Illinois
$251K – – –
1
2
3

JPM.WS Hedge Fund Activity: Q1 2014 in Review

61 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q1 2014, worth a combined $862M — up 4.3% from $826M a quarter earlier.

Fund positioning in JPM.WS was balanced in Q1 2014: 9 funds opened new positions, 9 closed out, 12 added to existing stakes and 10 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $22.6M. The largest seller was Mackenzie Financial, cutting an estimated $52.9M.

  • 61 institutional investors held JPMorgan Chase (JPM.WS) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $862M of JPMorgan Chase stock for Q1 2014, up 4.3% quarter-over-quarter.
  • 9 funds opened new JPMorgan Chase positions in Q1 2014 and 9 closed out, a net change of 0 holders.
  • The largest JPMorgan Chase buyer in Q1 2014 was Capital World Investors, an estimated $22.6M added.
  • The largest JPMorgan Chase seller in Q1 2014 was Mackenzie Financial, an estimated $52.9M sold.

Based on aggregated 13F filings for Q1 2014.