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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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59 hedge funds and large institutions have $873M invested in JPMorgan Chase in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

8% more capital invested

Capital invested by funds: $806M → $873M (+$67.2M)

2% more funds holding

Funds holding: 58 → 59 (+1)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
7
Increased
13
Reduced
10
Closed
4
Calls
$13.1M
Puts
–
Net Calls
+$13.1M
Net Calls Change
+$2.62M

Top Buyers

Rank Fund Capital Flow
1
CAM
Chou Associates Management
Ontario, Canada
+$22M
2
CCA
Castle Creek Arbitrage
Colorado
+$7.47M
3
Goldman Sachs
Goldman Sachs
New York
+$4.38M
4
TB
Terril Brothers
Missouri
+$2.96M
5
UCFA
United Capital Financial Advisors
Texas
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
ACI
AB CarVal Investors
Minnesota
-$7.49M
2
PI
Putnam Investments
Massachusetts
-$7.32M
3
WFI
West Family Investments
California
-$2.12M
4
BC
Brookfield Corp
Ontario, Canada
-$2.01M
5
AACR
ACR Alpine Capital Research
Missouri
-$742K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
26
Centaur Capital Partners
Texas
$2.7M -$342K -17,500 -12%
PCA
27
PL Capital Advisors
Florida
$2.3M – – –
JP Morgan Chase
28
JP Morgan Chase
New York
$1.95M – – –
BMO
29
Beck Mack & Oliver
New York
$1.92M – – –
AIM
30
AMI Investment Management
Indiana
$1.9M -$1.56K -80 -0.1%
DI
31
Dalton Investments
Nevada
$1.89M – – –
Morgan Stanley
32
Morgan Stanley
New York
$1.82M +$11.2K +573 +0.7%
Bank of America
33
Bank of America
North Carolina
$1.63M +$814K +41,700 +113%
CCM
34
Cutler Capital Management
Massachusetts
$1.61M -$99.4K -5,090 -6%
MCM
35
Maltese Capital Management
New York
$1.46M +$195K +10,000 +17%
PI
36
Putnam Investments
Massachusetts
$1.15M -$7.32M -375,000 -87%
OTPPB
37
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.09M – – –
Neuberger Berman Group
38
Neuberger Berman Group
New York
$884K +$830K +42,500 New
BAM
39
Brave Asset Management
New Jersey
$777K – – –
SI
40
Scharf Investments
California
$764K +$717K +36,725 New
LCS
41
Levin Capital Strategies
New York
$609K +$318K +16,287 +126%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$570K +$221K +11,332 +71%
SCM
43
SOL Capital Management
Maryland
$555K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$548K +$23.5K +1,205 +5%
LPL Financial
45
LPL Financial
California
$541K +$1.95K +100 +0.4%
NAM
46
North American Management
Massachusetts
$326K -$17.5K -898 -5%
CL
47
CSS LLC
Illinois
$258K – – –
Wells Fargo
48
Wells Fargo
California
$250K -$43.9K -2,250 -16%
FPA
49
First Pacific Advisors
California
$208K – – –
LWCFA
50
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K – – –
1
2
3

JPM.WS Hedge Fund Activity: Q4 2014 in Review

59 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q4 2014, worth a combined $873M — up 8.3% from $806M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JPM.WS positions and 4 closed out — a net gain of 3 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Chou Associates Management, opening a new position worth an estimated $22M. The largest seller was AB CarVal Investors, cutting an estimated $7.49M.

  • 59 institutional investors held JPMorgan Chase (JPM.WS) as of Q4 2014, up from 58 in Q3 2014.
  • Funds reported $873M of JPMorgan Chase stock for Q4 2014, up 8.3% quarter-over-quarter.
  • 7 funds opened new JPMorgan Chase positions in Q4 2014 and 4 closed out, a net change of +3 holders.
  • The largest JPMorgan Chase buyer in Q4 2014 was Chou Associates Management, an estimated $22M added.
  • The largest JPMorgan Chase seller in Q4 2014 was AB CarVal Investors, an estimated $7.49M sold.

Based on aggregated 13F filings for Q4 2014.