JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
57 hedge funds and large institutions have $610M invested in JPMorgan Chase in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
0% more funds holding
Funds holding: 57 → 57 (0)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
24% less capital invested
Capital invested by funds: $808M → $610M (-$198M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Brave Warrior Advisors
New York
|
+$18.6M |
| 2 |
CCM
Concourse Capital Management
Atlanta,
Georgia
|
+$7.32M |
| 3 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
+$2.26M |
| 4 |
VOAM
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
+$1.76M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Eagle Investment Management
New York
|
-$24.1M |
| 2 |
BRC
Blue Ridge Capital
New York
|
-$23.1M |
| 3 |
FCM
Fairholme Capital Management
South Miami,
Florida
|
-$17.5M |
| 4 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
-$6.16M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$5.02M |
JPM.WS Hedge Fund Activity: Q3 2015 in Review
57 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q3 2015, worth a combined $610M — down 24% from $808M a quarter earlier.
Fund positioning in JPM.WS was balanced in Q3 2015: 7 funds opened new positions, 7 closed out, 15 added to existing stakes and 12 trimmed.
The largest buyer was Brave Warrior Advisors, adding an estimated $18.6M. The largest seller was First Eagle Investment Management, cutting an estimated $24.1M.
- 57 institutional investors held JPMorgan Chase (JPM.WS) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $610M of JPMorgan Chase stock for Q3 2015, down 24% quarter-over-quarter.
- 7 funds opened new JPMorgan Chase positions in Q3 2015 and 7 closed out, a net change of 0 holders.
- The largest JPMorgan Chase buyer in Q3 2015 was Brave Warrior Advisors, an estimated $18.6M added.
- The largest JPMorgan Chase seller in Q3 2015 was First Eagle Investment Management, an estimated $24.1M sold.
Based on aggregated 13F filings for Q3 2015.