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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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68 hedge funds and large institutions have $568M invested in JPMorgan Chase in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

1% less funds holding

Funds holding: 69 → 68 (-1)

19% less capital invested

Capital invested by funds: $699M → $568M (-$130M)

36% less funds holding in top 10

Funds holding in top 10: 11 → 7 (-4)

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.81%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.19%
New
7
Increased
18
Reduced
19
Closed
7
Calls
$4.46M
Puts
–
Net Calls
+$4.46M
Net Calls Change
-$1.51M

Top Buyers

Rank Fund Capital Flow
1
RCG
Ruane, Cunniff & Goldfarb
New York
+$25M
2
ICM
Ionic Capital Management
New York
+$9.3M
3
MG
Magnolia Group
Nebraska
+$7.49M
4
OFG
OTA Financial Group
New York
+$6.11M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.45M

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$5.33M
2
UBS Group
UBS Group
Switzerland
-$5.16M
3
MVP
Miller Value Partners
Florida
-$2.58M
4
MCM
Maltese Capital Management
New York
-$2.49M
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
SM
26
Salzhauer Michael
$2.55M +$100K +5,600 +4%
OA
27
Oxbow Advisors
Texas
$2.54M -$6.96K -390 -0.3%
PCA
28
PL Capital Advisors
Florida
$1.96M – – –
CA
29
Continental Advisors
Utah
$1.94M – – –
GPC
30
Guardian Point Capital
Virginia
$1.77M -$1.25M -70,000 -41%
PCM
31
Parsons Capital Management
Rhode Island
$1.72M – – –
CIC
32
Chilton Investment Company
Connecticut
$1.68M – – –
SI
33
Scharf Investments
California
$1.64M +$750K +42,000 +83%
AIM
34
AMI Investment Management
Indiana
$1.62M – – –
DI
35
Dalton Investments
Nevada
$1.61M – – –
CCP
36
Centaur Capital Partners
Texas
$1.55M +$1.56M +87,500 New
WFI
37
West Family Investments
California
$1.24M – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.17M -$40.3K -2,255 -3%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.15M – – –
RJFSA
40
Raymond James Financial Services Advisors
Florida
$899K +$19.6K +1,100 +2%
ZA
41
Zazove Associates
Nevada
$876K – – –
LPL Financial
42
LPL Financial
California
$861K -$15.2K -850 -2%
Bank of America
43
Bank of America
North Carolina
$835K +$8.93K +500 +1%
SM
44
Southport Management
Wyoming
$825K -$357K -20,000 -30%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$739K -$5.33M -298,650 -88%
BAM
46
Brave Asset Management
New Jersey
$716K – – –
CCM
47
Cutler Capital Management
Massachusetts
$708K -$794K -44,500 -53%
UBS Group
48
UBS Group
Switzerland
$655K -$5.16M -288,809 -89%
CC
49
Cannell & Co
New York
$566K +$83.9K +4,700 +17%
SCM
50
SOL Capital Management
Maryland
$500K +$41.1K +2,300 +9%
1
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JPM.WS Hedge Fund Activity: Q1 2016 in Review

68 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q1 2016, worth a combined $568M — down 19% from $699M a quarter earlier.

Fund positioning in JPM.WS was balanced in Q1 2016: 7 funds opened new positions, 7 closed out, 18 added to existing stakes and 19 trimmed.

The largest buyer was Ruane, Cunniff & Goldfarb, opening a new position worth an estimated $25M. The largest seller was Neuberger Berman Group, cutting an estimated $5.33M.

  • 68 institutional investors held JPMorgan Chase (JPM.WS) as of Q1 2016, down from 69 in Q4 2015.
  • Funds reported $568M of JPMorgan Chase stock for Q1 2016, down 19% quarter-over-quarter.
  • 7 funds opened new JPMorgan Chase positions in Q1 2016 and 7 closed out, a net change of 0 holders.
  • The largest JPMorgan Chase buyer in Q1 2016 was Ruane, Cunniff & Goldfarb, an estimated $25M added.
  • The largest JPMorgan Chase seller in Q1 2016 was Neuberger Berman Group, an estimated $5.33M sold.

Based on aggregated 13F filings for Q1 2016.