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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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58 hedge funds and large institutions have $791M invested in JPMorgan Chase in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

5% less funds holding

Funds holding: 61 → 58 (-3)

8% less capital invested

Capital invested by funds: $862M → $791M (-$70.5M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
8
Increased
15
Reduced
9
Closed
10
Calls
$9.77M
Puts
–
Net Calls
+$9.77M
Net Calls Change
-$20.9M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$21.7M
2
ACI
AB CarVal Investors
Minnesota
+$9.99M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$9.35M
4
KIA
King Investment Advisors
Texas
+$3.05M
5
WFI
West Family Investments
California
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
CAM
Chou Associates Management
Ontario, Canada
-$22.8M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$15.4M
3
PI
Putnam Investments
Massachusetts
-$10.2M
4
C
Consulta
United Kingdom
-$9.85M
5
ZDA
Zweig-DiMenna Associates
New York
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
26
West Family Investments
California
$2.1M +$2.06M +108,800 New
BC
27
Brookfield Corp
Ontario, Canada
$1.93M – – –
JP Morgan Chase
28
JP Morgan Chase
New York
$1.81M – – –
BMO
29
Beck Mack & Oliver
New York
$1.78M – – –
DI
30
Dalton Investments
Nevada
$1.75M +$1.72M +90,710 New
Morgan Stanley
31
Morgan Stanley
New York
$1.32M -$2.63K -139 -0.2%
CCM
32
Cutler Capital Management
Massachusetts
$1.16M +$454K +24,000 +67%
MCM
33
Maltese Capital Management
New York
$1.06M +$1.04M +54,800 New
OTPPB
34
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.01M – – –
AACR
35
ACR Alpine Capital Research
Missouri
$812K – – –
BAM
36
Brave Asset Management
New Jersey
$722K -$355K -18,750 -33%
Bank of America
37
Bank of America
North Carolina
$641K +$28.4K +1,500 +5%
IGIM
38
I.G. Investment Management
Manitoba, Canada
$587K -$430K -22,756 -43%
SCM
39
SOL Capital Management
Maryland
$516K +$28.4K +1,500 +6%
LPL Financial
40
LPL Financial
California
$501K – – –
LCS
41
Levin Capital Strategies
New York
$435K +$426K +22,500 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$408K +$42.6K +2,250 +12%
NAM
43
North American Management
Massachusetts
$315K -$90.2K -4,770 -23%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$311K +$304K +16,100 New
Wells Fargo
45
Wells Fargo
California
$276K +$9.46K +500 +4%
AAIM
46
American Assets Investment Management
California
$271K – – –
CL
47
CSS LLC
Illinois
$240K – – –
FPA
48
First Pacific Advisors
California
$193K – – –
LWCFA
49
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$189K – – –
MCM
50
McGlinn Capital Management
Pennsylvania
$164K – – –
1
2
3

JPM.WS Hedge Fund Activity: Q2 2014 in Review

58 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q2 2014, worth a combined $791M — down 8.2% from $862M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JPM.WS and 8 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 15 added.

The largest buyer was Capital World Investors, adding an estimated $21.7M. The largest seller was Chou Associates Management, exiting entirely with an estimated $22.8M sold.

  • 58 institutional investors held JPMorgan Chase (JPM.WS) as of Q2 2014, down from 61 in Q1 2014.
  • Funds reported $791M of JPMorgan Chase stock for Q2 2014, down 8.2% quarter-over-quarter.
  • 8 funds opened new JPMorgan Chase positions in Q2 2014 and 10 closed out, a net change of -2 holders.
  • The largest JPMorgan Chase buyer in Q2 2014 was Capital World Investors, an estimated $21.7M added.
  • The largest JPMorgan Chase seller in Q2 2014 was Chou Associates Management, an estimated $22.8M sold.

Based on aggregated 13F filings for Q2 2014.