JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

JPM.WS was delisted on the 23rd of October, 2018.

Back to rankings

62 hedge funds and large institutions have $560M invested in JPMorgan Chase in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
7
Increased
11
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.42M
2
CCM
2
Concourse Capital Management
Georgia
$3.39M
3
Bank of America
3
Bank of America
North Carolina
$1.89M
4
MCM
4
Maltese Capital Management
New York
$7.01M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$262K

Top Sellers

1
VIA
1
Vantis Investment Advisers
Florida
$13.6M
2
BIA
2
Biondo Investment Advisors
Pennsylvania
$13.6M
3
BWA
3
Brave Warrior Advisors
New York
$54.5M
4
HP
4
Hosking Partners
United Kingdom
$10.2M
5
UCFA
5
United Capital Financial Advisors
Texas
$985K
Name Market Value Shares Shares
Change 		Shares
Change %
TCA
26
Teewinot Capital Advisers
New York
$2.58M 51,298 – –
BAM
27
Brave Asset Management
New Jersey
$2.49M 49,472 – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.92M 38,186 -21,447 -36%
Bank of America
29
Bank of America
North Carolina
$1.89M 37,500 +20,000 +114%
CC
30
Cannell & Co
New York
$1.82M 36,125 – –
WFI
31
West Family Investments
California
$1.77M 35,200 – –
SI
32
Scharf Investments
California
$1.34M 26,725 -1,080 -4%
HA
33
Harbor Advisors
Florida
$1.26M 25,000 – –
LPL Financial
34
LPL Financial
California
$1.23M 24,477 – –
SCM
35
SOL Capital Management
Maryland
$1.13M 22,467 -1,033 -4%
PCM
36
Parsons Capital Management
Rhode Island
$987K 19,620 -34,875 -64%
UCFA
37
United Capital Financial Advisors
Texas
$985K 19,590 -89,796 -82%
WIM
38
Wittenberg Investment Management
Massachusetts
$759K 15,100 – –
UBS Group
39
UBS Group
Switzerland
$756K 15,028 +2,226 +17%
CCM
40
Cutler Capital Management
Massachusetts
$754K 15,000 – –
DI
41
Dalton Investments
Nevada
$689K 13,710 -10,000 -42%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$666K 13,250 -25,625 -66%
Wells Fargo
43
Wells Fargo
California
$666K 13,250 +2,275 +21%
RJA
44
Raymond James & Associates
Florida
$552K 10,980 +35 +0.3%
WIM
45
Waverton Investment Management
United Kingdom
$501K 500,000 -100,000 -17%
Ameriprise
46
Ameriprise
Minnesota
$468K 9,300 -1,750 -16%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$453K 9,009 – –
Mariner
48
Mariner
Kansas
$446K 8,875 – –
IFWM
49
Institute for Wealth Management
Colorado
$360K 7,165 +7,165 New
AG
50
Advisor Group
Arizona
$282K 5,605 – –
1
2
3