JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
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
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

1
CCA
1
Castle Creek Arbitrage
Colorado
$23.9M
2
CAM
2
Chou Associates Management
Ontario, Canada
$23.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$4.67M
4
TB
4
Terril Brothers
Missouri
$3.16M
5
UCFA
5
United Capital Financial Advisors
Texas
$12.9M

Top Sellers

1
ACI
1
AB CarVal Investors
Minnesota
$11.3M
2
PI
2
Putnam Investments
Massachusetts
$1.15M
3
MCTIC
3
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$4.41M
4
WFI
4
West Family Investments
California
$0
5
BC
5
Brookfield Corp
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
26
Centaur Capital Partners
Texas
$2.7M -$364K -17,500 -12%
PCA
27
PL Capital Advisors
Florida
$2.3M – – –
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$1.95M – – –
BMO
29
Beck Mack & Oliver
New York
$1.92M – – –
AIM
30
AMI Investment Management
Indiana
$1.9M -$1.66K -80 -0.1%
DI
31
Dalton Investments
Nevada
$1.89M – – –
Morgan Stanley
32
Morgan Stanley
New York
$1.82M +$11.9K +573 +0.7%
Bank of America
33
Bank of America
North Carolina
$1.63M +$867K +41,700 +113%
CCM
34
Cutler Capital Management
Massachusetts
$1.61M -$106K -5,090 -6%
MCM
35
Maltese Capital Management
New York
$1.46M +$208K +10,000 +17%
PI
36
Putnam Investments
Massachusetts
$1.15M -$7.8M -375,000 -87%
OTPPB
37
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.09M – – –
Neuberger Berman Group
38
Neuberger Berman Group
New York
$884K +$884K +42,500 New
BAM
39
Brave Asset Management
New Jersey
$777K – – –
SI
40
Scharf Investments
California
$764K +$764K +36,725 New
LCS
41
Levin Capital Strategies
New York
$609K +$339K +16,287 +126%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$570K +$236K +11,332 +71%
SCM
43
SOL Capital Management
Maryland
$555K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$548K +$25.1K +1,205 +5%
LPL Financial
45
LPL Financial
California
$541K +$2.08K +100 +0.4%
NAM
46
North American Management
Massachusetts
$326K -$18.7K -898 -5%
CL
47
CSS LLC
Illinois
$258K – – –
Wells Fargo
48
Wells Fargo
California
$250K -$46.9K -2,250 -16%
FPA
49
First Pacific Advisors
California
$208K – – –
LWCFA
50
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K -$196K – –
1
2
3