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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 $506M invested in JPMorgan Chase in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

1% more funds holding

Funds holding: 68 → 69 (+1)

11% less capital invested

Capital invested by funds: $568M → $506M (-$62M)

48% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 23

Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.84%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
7
Increased
12
Reduced
23
Closed
6
Calls
$5.57M
Puts
–
Net Calls
+$5.57M
Net Calls Change
+$1.11M

Top Buyers

Rank Fund Capital Flow
1
OFG
OTA Financial Group
New York
+$11.3M
2
ACPU
Arrowgrass Capital Partners (US)
Delaware
+$11.2M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$1.88M
4
ICM
Ionic Capital Management
New York
+$1.44M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
+$676K

Top Sellers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$122M
2
SCM
Sirios Capital Management
Massachusetts
-$8.76M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$6.54M
4
MVP
Miller Value Partners
Florida
-$4.41M
5
VOAM
Vertex One Asset Management
British Columbia, Canada
-$4.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
26
Oxbow Advisors
Texas
$2.86M -$45.8K -2,200 -2%
PCA
27
PL Capital Advisors
Florida
$2.24M – – –
CA
28
Continental Advisors
Utah
$2.22M – – –
PCM
29
Parsons Capital Management
Rhode Island
$2.06M – – –
GPC
30
Guardian Point Capital
Virginia
$2.02M – – –
CIC
31
Chilton Investment Company
Connecticut
$1.92M – – –
CCP
32
Centaur Capital Partners
Texas
$1.92M +$156K +7,500 +9%
SI
33
Scharf Investments
California
$1.88M – – –
AIM
34
AMI Investment Management
Indiana
$1.85M – – –
DI
35
Dalton Investments
Nevada
$1.84M – – –
JMPWA
36
JP Morgan Private Wealth Advisors
California
$1.83M +$1.88M +90,230 New
WFI
37
West Family Investments
California
$1.42M – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.28M -$56.9K -2,735 -4%
CC
39
Cannell & Co
New York
$1.13M +$499K +24,000 +75%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$1.02M -$6.36K -306 -0.6%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.01M – – –
SCM
42
Sirios Capital Management
Massachusetts
$956K -$8.76M -421,173 -90%
SM
43
Southport Management
Wyoming
$944K – – –
ZA
44
Zazove Associates
Nevada
$932K -$72.8K -3,500 -7%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$845K – – –
Bank of America
46
Bank of America
North Carolina
$756K -$206K -9,900 -21%
LCS
47
Levin Capital Strategies
New York
$558K +$41.6K +2,000 +8%
SCM
48
SOL Capital Management
Maryland
$546K -$27K -1,300 -5%
Goldman Sachs
49
Goldman Sachs
New York
$529K +$543K +26,124 New
UBS Group
50
UBS Group
Switzerland
$500K -$256K -12,293 -33%
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JPM.WS Hedge Fund Activity: Q2 2016 in Review

69 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q2 2016, worth a combined $506M — down 11% from $568M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JPM.WS positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 23 trimmed.

The largest buyer was OTA Financial Group, adding an estimated $11.3M. The largest seller was CI Investments Inc, exiting entirely with an estimated $122M sold.

  • 69 institutional investors held JPMorgan Chase (JPM.WS) as of Q2 2016, up from 68 in Q1 2016.
  • Funds reported $506M of JPMorgan Chase stock for Q2 2016, down 11% quarter-over-quarter.
  • 7 funds opened new JPMorgan Chase positions in Q2 2016 and 6 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase buyer in Q2 2016 was OTA Financial Group, an estimated $11.3M added.
  • The largest JPMorgan Chase seller in Q2 2016 was CI Investments Inc, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2016.