JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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58 hedge funds and large institutions have $806M invested in JPMorgan Chase in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
4
Increased
12
Reduced
11
Closed
4
Calls
$10.5M
Puts
–
Net Calls
+$10.5M
Net Calls Change
+$705K

Top Buyers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$351M
2
AIM
2
AMI Investment Management
Indiana
$1.84M
3
MVP
3
Miller Value Partners
Florida
$50.5M
4
GRQ
4
Gardner Russo & Quinn
Pennsylvania
$3.64M
5
CCM
5
Cutler Capital Management
Massachusetts
$1.66M

Top Sellers

1
SCM
1
Sirios Capital Management
Massachusetts
$0
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$7.43M
4
MCTIC
4
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$4.29M
5
BIA
5
Biondo Investment Advisors
Pennsylvania
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
26
Brookfield Corp
Ontario, Canada
$2.01M – – –
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$1.88M – – –
BMO
28
Beck Mack & Oliver
New York
$1.85M – – –
AIM
29
AMI Investment Management
Indiana
$1.84M +$1.84M +91,450 New
DI
30
Dalton Investments
Nevada
$1.82M – – –
Morgan Stanley
31
Morgan Stanley
New York
$1.75M +$370K +18,408 +27%
CCM
32
Cutler Capital Management
Massachusetts
$1.66M +$454K +22,590 +38%
MCM
33
Maltese Capital Management
New York
$1.21M +$105K +5,200 +9%
OTPPB
34
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.05M – – –
AACR
35
ACR Alpine Capital Research
Missouri
$845K – – –
BAM
36
Brave Asset Management
New Jersey
$751K – – –
Bank of America
37
Bank of America
North Carolina
$740K +$74.4K +3,700 +11%
SCM
38
SOL Capital Management
Maryland
$537K – – –
LPL Financial
39
LPL Financial
California
$511K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$506K +$81.4K +4,045 +19%
NAM
41
North American Management
Massachusetts
$333K +$6.02K +300 +2%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$323K -$885 -44 -0.3%
Wells Fargo
43
Wells Fargo
California
$286K – – –
LCS
44
Levin Capital Strategies
New York
$261K -$192K -9,525 -42%
CL
45
CSS LLC
Illinois
$250K – – –
IGIM
46
I.G. Investment Management
Manitoba, Canada
$238K -$373K -18,531 -61%
FPA
47
First Pacific Advisors
California
$201K – – –
LWCFA
48
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$196K -$189K – –
DADC
49
D.A. Davidson & Co
Montana
$84K -$10K -500 -11%
Creative Planning
50
Creative Planning
Kansas
$70K – – –
1
2
3