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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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66 hedge funds and large institutions have $709M invested in JPMorgan Chase in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $506M → $709M (+$203M)

4% less funds holding

Funds holding: 69 → 66 (-3)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

72% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 25

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
1.76%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
8
Increased
7
Reduced
25
Closed
11
Calls
$6.75M
Puts
–
Net Calls
+$6.75M
Net Calls Change
+$1.18M

Top Buyers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$129M
2
ACPU
Arrowgrass Capital Partners (US)
Delaware
+$44.6M
3
Goldman Sachs
Goldman Sachs
New York
+$22.6M
4
WIM
Waverton Investment Management
United Kingdom
+$14.1M
5
OFG
OTA Financial Group
New York
+$7.91M

Top Sellers

Rank Fund Capital Flow
1
First Eagle Investment Management
First Eagle Investment Management
New York
-$71.7M
2
ICM
Ionic Capital Management
New York
-$8.81M
3
BIA
Biondo Investment Advisors
Pennsylvania
-$6.66M
4
VOAM
Vertex One Asset Management
British Columbia, Canada
-$4.69M
5
BWA
Brave Warrior Advisors
New York
-$4.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
26
Oxbow Advisors
Texas
$3.42M -$70.4K -3,000 -2%
PCA
27
PL Capital Advisors
Florida
$2.72M – – –
CA
28
Continental Advisors
Utah
$2.7M – – –
GPC
29
Guardian Point Capital
Virginia
$2.46M – – –
AIM
30
AMI Investment Management
Indiana
$2.25M – – –
DI
31
Dalton Investments
Nevada
$2.23M – – –
WFI
32
West Family Investments
California
$1.73M – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.6M +$31.9K +1,361 +2%
CC
34
Cannell & Co
New York
$1.44M +$58.6K +2,500 +4%
SI
35
Scharf Investments
California
$1.25M -$985K -42,000 -45%
CIC
36
Chilton Investment Company
Connecticut
$1.24M -$1.05M -44,700 -47%
BAM
37
Brave Asset Management
New Jersey
$1.19M +$1.13M +48,375 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.19M -$53.1K -2,264 -4%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$1.03M – – –
BMO
40
Beck Mack & Oliver
New York
$1.01M -$2.45M -104,400 -72%
CCP
41
Centaur Capital Partners
Texas
$936K -$1.34M -57,000 -60%
Bank of America
42
Bank of America
North Carolina
$892K -$25.8K -1,100 -3%
CCM
43
Cutler Capital Management
Massachusetts
$739K -$235K -10,000 -25%
TCA
44
Teewinot Capital Advisers
New York
$680K -$3.91M -166,530 -86%
SCM
45
SOL Capital Management
Maryland
$664K – – –
LPL Financial
46
LPL Financial
California
$616K – – –
WIM
47
Waverton Investment Management
United Kingdom
$601K +$14.1M +600,000 New
UBS Group
48
UBS Group
Switzerland
$464K -$137K -5,827 -24%
Wells Fargo
49
Wells Fargo
California
$342K -$124K -5,300 -28%
Mariner
50
Mariner
Kansas
$317K – – –
1
2
3 4

JPM.WS Hedge Fund Activity: Q3 2016 in Review

66 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q3 2016, worth a combined $709M — up 40% from $506M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JPM.WS and 8 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 7 added.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $129M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $71.7M sold.

  • 66 institutional investors held JPMorgan Chase (JPM.WS) as of Q3 2016, down from 69 in Q2 2016.
  • Funds reported $709M of JPMorgan Chase stock for Q3 2016, up 40% quarter-over-quarter.
  • 8 funds opened new JPMorgan Chase positions in Q3 2016 and 11 closed out, a net change of -3 holders.
  • The largest JPMorgan Chase buyer in Q3 2016 was CI Investments Inc, an estimated $129M added.
  • The largest JPMorgan Chase seller in Q3 2016 was First Eagle Investment Management, an estimated $71.7M sold.

Based on aggregated 13F filings for Q3 2016.