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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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59 hedge funds and large institutions have $589M invested in JPMorgan Chase in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 61 → 59 (-2)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

17% less capital invested

Capital invested by funds: $708M → $589M (-$119M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

57% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 23

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.47%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
4
Increased
10
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BIA
Biondo Investment Advisors
Pennsylvania
+$16.1M
2
MCM
Maltese Capital Management
New York
+$4.78M
3
PCM
Parsons Capital Management
Rhode Island
+$2.54M
4
SM
Salzhauer Michael
+$779K
5
TCA
Teewinot Capital Advisers
New York
+$683K

Top Sellers

Rank Fund Capital Flow
1
RCG
Ruane, Cunniff & Goldfarb
New York
-$37.3M
2
OFG
OTA Financial Group
New York
-$27.3M
3
CAM
Chou Associates Management
Ontario, Canada
-$23.3M
4
BWA
Brave Warrior Advisors
New York
-$16.5M
5
UCFA
United Capital Financial Advisors
Texas
-$9.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
26
Parsons Capital Management
Rhode Island
$2.52M +$2.54M +54,495 New
OTPPB
27
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.43M – – –
TCA
28
Teewinot Capital Advisers
New York
$2.38M +$683K +14,642 +40%
BAM
29
Brave Asset Management
New Jersey
$2.29M -$43.3K -929 -2%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$1.8M – – –
CC
31
Cannell & Co
New York
$1.67M – – –
WFI
32
West Family Investments
California
$1.63M -$700K -15,000 -30%
SI
33
Scharf Investments
California
$1.29M -$278K -5,968 -18%
HA
34
Harbor Advisors
Florida
$1.16M – – –
LPL Financial
35
LPL Financial
California
$1.13M – – –
DI
36
Dalton Investments
Nevada
$1.1M -$3.13M -67,000 -74%
SCM
37
SOL Capital Management
Maryland
$1.09M -$114K -2,450 -9%
Bank of America
38
Bank of America
North Carolina
$810K -$844K -18,100 -51%
WIM
39
Wittenberg Investment Management
Massachusetts
$699K -$1.56M -33,495 -69%
CCM
40
Cutler Capital Management
Massachusetts
$694K -$46.7K -1,000 -6%
WIM
41
Waverton Investment Management
United Kingdom
$599K – – –
UBS Group
42
UBS Group
Switzerland
$593K -$77.5K -1,662 -11%
Ameriprise
43
Ameriprise
Minnesota
$512K – – –
Wells Fargo
44
Wells Fargo
California
$508K +$128K +2,750 +33%
RJA
45
Raymond James & Associates
Florida
$507K +$52.5K +1,125 +11%
ACPU
46
Arrowgrass Capital Partners (US)
Delaware
$463K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$417K +$118K +2,528 +39%
Mariner
48
Mariner
Kansas
$411K +$414K +8,875 New
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$357K +$359K +7,700 New
CWM
50
Concert Wealth Management
California
$329K – – –
1
2
3

JPM.WS Hedge Fund Activity: Q1 2017 in Review

59 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q1 2017, worth a combined $589M — down 17% from $708M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JPM.WS and 4 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 10 added.

The largest buyer was Biondo Investment Advisors, adding an estimated $16.1M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $37.3M.

  • 59 institutional investors held JPMorgan Chase (JPM.WS) as of Q1 2017, down from 61 in Q4 2016.
  • Funds reported $589M of JPMorgan Chase stock for Q1 2017, down 17% quarter-over-quarter.
  • 4 funds opened new JPMorgan Chase positions in Q1 2017 and 6 closed out, a net change of -2 holders.
  • The largest JPMorgan Chase buyer in Q1 2017 was Biondo Investment Advisors, an estimated $16.1M added.
  • The largest JPMorgan Chase seller in Q1 2017 was Ruane, Cunniff & Goldfarb, an estimated $37.3M sold.

Based on aggregated 13F filings for Q1 2017.