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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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57 hedge funds and large institutions have $808M invested in JPMorgan Chase in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 56 → 57 (+1)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

17% less capital invested

Capital invested by funds: $979M → $808M (-$171M)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
1.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
6
Increased
13
Reduced
14
Closed
4
Calls
$8.04M
Puts
–
Net Calls
+$8.04M
Net Calls Change
-$1.45M

Top Buyers

Rank Fund Capital Flow
1
BWA
Brave Warrior Advisors
New York
+$28.7M
2
VOAM
Vertex One Asset Management
British Columbia, Canada
+$7.36M
3
WAM
Wolverine Asset Management
Illinois
+$4.85M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$4.63M
5
SM
Southport Management
Wyoming
+$2.92M

Top Sellers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$232M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$86.1M
3
SFG
Sather Financial Group
Texas
-$6.97M
4
ZA
Zazove Associates
Nevada
-$4.75M
5
BIA
Biondo Investment Advisors
Pennsylvania
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
26
Oxbow Advisors
Texas
$2.95M +$2.9M +119,325 New
PCA
27
PL Capital Advisors
Florida
$2.73M – – –
CA
28
Continental Advisors
Utah
$2.71M -$966K -39,702 -27%
PCM
29
Parsons Capital Management
Rhode Island
$2.27M – – –
AIM
30
AMI Investment Management
Indiana
$2.26M -$9.12K -375 -0.4%
DI
31
Dalton Investments
Nevada
$2.25M – – –
CCM
32
Cutler Capital Management
Massachusetts
$2.15M – – –
Morgan Stanley
33
Morgan Stanley
New York
$2.07M +$331K +13,610 +19%
Bank of America
34
Bank of America
North Carolina
$1.97M -$14.6K -600 -0.8%
ZA
35
Zazove Associates
Nevada
$1.91M -$4.75M -195,398 -72%
MCM
36
Maltese Capital Management
New York
$1.86M – – –
CCP
37
Centaur Capital Partners
Texas
$1.61M -$511K -21,000 -24%
SI
38
Scharf Investments
California
$1.19M +$151K +6,200 +15%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.08M +$280K +11,500 +36%
BAM
40
Brave Asset Management
New Jersey
$1M – – –
KIA
41
King Investment Advisors
Texas
$963K -$2.99M -123,135 -76%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$893K -$34.2K -1,407 -4%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$698K +$9.73K +400 +1%
LPL Financial
44
LPL Financial
California
$671K – – –
SCM
45
SOL Capital Management
Maryland
$642K -$3.65K -150 -0.6%
MCTIC
46
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$604K – – –
Goldman Sachs
47
Goldman Sachs
New York
$578K +$568K +23,361 New
NAM
48
North American Management
Massachusetts
$343K – – –
LCS
49
Levin Capital Strategies
New York
$336K – – –
FPA
50
First Pacific Advisors
California
$247K – – –
1
2
3

JPM.WS Hedge Fund Activity: Q2 2015 in Review

57 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q2 2015, worth a combined $808M — down 17% from $979M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPM.WS positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Brave Warrior Advisors, adding an estimated $28.7M. The largest seller was CI Investments Inc, cutting an estimated $232M.

  • 57 institutional investors held JPMorgan Chase (JPM.WS) as of Q2 2015, up from 56 in Q1 2015.
  • Funds reported $808M of JPMorgan Chase stock for Q2 2015, down 17% quarter-over-quarter.
  • 6 funds opened new JPMorgan Chase positions in Q2 2015 and 4 closed out, a net change of +2 holders.
  • The largest JPMorgan Chase buyer in Q2 2015 was Brave Warrior Advisors, an estimated $28.7M added.
  • The largest JPMorgan Chase seller in Q2 2015 was CI Investments Inc, an estimated $232M sold.

Based on aggregated 13F filings for Q2 2015.