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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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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.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

5% more funds holding

Funds holding: 59 → 62 (+3)

5% less capital invested

Capital invested by funds: $589M → $560M (-$28.9M)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

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

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$4.86M
2
CCM
Concourse Capital Management
Georgia
+$3.04M
3
Bank of America
Bank of America
North Carolina
+$902K
4
MCM
Maltese Capital Management
New York
+$762K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$234K

Top Sellers

Rank Fund Capital Flow
1
VIA
Vantis Investment Advisers
Florida
-$57.3M
2
BIA
Biondo Investment Advisors
Pennsylvania
-$17.5M
3
BWA
Brave Warrior Advisors
New York
-$9.13M
4
WIM
Waverton Investment Management
United Kingdom
-$4.51M
5
UCFA
United Capital Financial Advisors
Texas
-$4.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
26
Teewinot Capital Advisers
New York
$2.58M – – –
BAM
27
Brave Asset Management
New Jersey
$2.49M – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.92M -$967K -21,447 -36%
Bank of America
29
Bank of America
North Carolina
$1.89M +$902K +20,000 +114%
CC
30
Cannell & Co
New York
$1.82M – – –
WFI
31
West Family Investments
California
$1.77M – – –
SI
32
Scharf Investments
California
$1.34M -$48.7K -1,080 -4%
HA
33
Harbor Advisors
Florida
$1.26M – – –
LPL Financial
34
LPL Financial
California
$1.23M – – –
SCM
35
SOL Capital Management
Maryland
$1.13M -$46.6K -1,033 -4%
PCM
36
Parsons Capital Management
Rhode Island
$987K -$1.57M -34,875 -64%
UCFA
37
United Capital Financial Advisors
Texas
$985K -$4.05M -89,796 -82%
WIM
38
Wittenberg Investment Management
Massachusetts
$759K – – –
UBS Group
39
UBS Group
Switzerland
$756K +$100K +2,226 +17%
CCM
40
Cutler Capital Management
Massachusetts
$754K – – –
DI
41
Dalton Investments
Nevada
$689K -$451K -10,000 -42%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$666K -$1.16M -25,625 -66%
Wells Fargo
43
Wells Fargo
California
$666K +$103K +2,275 +21%
RJA
44
Raymond James & Associates
Florida
$552K +$1.58K +35 +0.3%
WIM
45
Waverton Investment Management
United Kingdom
$501K -$4.51M -100,000 -17%
Ameriprise
46
Ameriprise
Minnesota
$468K -$78.9K -1,750 -16%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$453K – – –
Mariner
48
Mariner
Kansas
$446K – – –
IFWM
49
Institute for Wealth Management
Colorado
$360K +$323K +7,165 New
AG
50
Advisor Group
Arizona
$282K – – –
1
2
3

JPM.WS Hedge Fund Activity: Q2 2017 in Review

62 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q2 2017, worth a combined $560M — down 4.9% from $589M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JPM.WS positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 19 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $4.86M. The largest seller was Vantis Investment Advisers, cutting an estimated $57.3M.

  • 62 institutional investors held JPMorgan Chase (JPM.WS) as of Q2 2017, up from 59 in Q1 2017.
  • Funds reported $560M of JPMorgan Chase stock for Q2 2017, down 4.9% quarter-over-quarter.
  • 7 funds opened new JPMorgan Chase positions in Q2 2017 and 4 closed out, a net change of +3 holders.
  • The largest JPMorgan Chase buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $4.86M added.
  • The largest JPMorgan Chase seller in Q2 2017 was Vantis Investment Advisers, an estimated $57.3M sold.

Based on aggregated 13F filings for Q2 2017.