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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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69 hedge funds and large institutions have $699M invested in JPMorgan Chase in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

21% more funds holding

Funds holding: 57 → 69 (+12)

14% more capital invested

Capital invested by funds: $610M → $699M (+$88.4M)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
69
Holders Change
+12
Holders Change %
+21.05%
% of All Funds
1.81%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.29%
New
16
Increased
15
Reduced
16
Closed
4
Calls
$5.97M
Puts
–
Net Calls
+$5.97M
Net Calls Change
-$1.23M

Top Buyers

Rank Fund Capital Flow
1
MVP
Miller Value Partners
Florida
+$4.4M
2
WAM
Wolverine Asset Management
Illinois
+$4M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$2.11M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$1.88M
5
WFI
West Family Investments
California
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
SCM
Sirios Capital Management
Massachusetts
-$35.6M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$12.6M
3
VOAM
Vertex One Asset Management
British Columbia, Canada
-$1.39M
4
CCP
Centaur Capital Partners
Texas
-$1.37M
5
Bank of America
Bank of America
North Carolina
-$791K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
26
PL Capital Advisors
Florida
$2.62M – – –
CA
27
Continental Advisors
Utah
$2.6M – – –
MCM
28
Maltese Capital Management
New York
$2.49M +$464K +20,000 +24%
PCM
29
Parsons Capital Management
Rhode Island
$2.38M – – –
CIC
30
Chilton Investment Company
Connecticut
$2.25M – – –
AIM
31
AMI Investment Management
Indiana
$2.17M – – –
JMPWA
32
JP Morgan Private Wealth Advisors
California
$2.16M +$2.11M +91,000 New
Morgan Stanley
33
Morgan Stanley
New York
$2.03M -$81.6K -3,518 -4%
CCM
34
Cutler Capital Management
Massachusetts
$2M – – –
WFI
35
West Family Investments
California
$1.66M +$1.63M +70,200 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.62M +$1.02M +44,015 +180%
SM
37
Southport Management
Wyoming
$1.58M -$195K -8,397 -11%
JP Morgan Chase
38
JP Morgan Chase
New York
$1.54M – – –
GCM
39
Gator Capital Management
Florida
$1.36M +$1.34M +57,573 New
SI
40
Scharf Investments
California
$1.2M – – –
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.18M +$12.8K +550 +1%
ZA
42
Zazove Associates
Nevada
$1.17M – – –
Bank of America
43
Bank of America
North Carolina
$1.11M -$791K -34,100 -42%
LPL Financial
44
LPL Financial
California
$1.1M +$577K +24,876 +100%
BAM
45
Brave Asset Management
New Jersey
$958K +$938K +40,450 New
CC
46
Cannell & Co
New York
$647K +$633K +27,300 New
SCM
47
SOL Capital Management
Maryland
$615K – – –
MCTIC
48
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$595K – – –
SCM
49
Sterling Capital Management
North Carolina
$519K +$568K +24,500 New
BIT
50
BlackRock Institutional Trust
California
$476K +$466K +20,073 New
1
2
3 4

JPM.WS Hedge Fund Activity: Q4 2015 in Review

69 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q4 2015, worth a combined $699M — up 14% from $610M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPM.WS positions and 4 closed out — a net gain of 12 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Miller Value Partners, adding an estimated $4.4M. The largest seller was Sirios Capital Management, cutting an estimated $35.6M.

  • 69 institutional investors held JPMorgan Chase (JPM.WS) as of Q4 2015, up from 57 in Q3 2015.
  • Funds reported $699M of JPMorgan Chase stock for Q4 2015, up 14% quarter-over-quarter.
  • 16 funds opened new JPMorgan Chase positions in Q4 2015 and 4 closed out, a net change of +12 holders.
  • The largest JPMorgan Chase buyer in Q4 2015 was Miller Value Partners, an estimated $4.4M added.
  • The largest JPMorgan Chase seller in Q4 2015 was Sirios Capital Management, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2015.