JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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55 hedge funds and large institutions have $512M invested in JPMorgan Chase in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
55
Holders Change
-7
Holders Change %
-11.29%
% of All Funds
1.37%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
3
Increased
9
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$201M
2
OFG
2
OTA Financial Group
New York
$10.8M
3
CCM
3
Concourse Capital Management
Georgia
$5.03M
4
Bank of America
4
Bank of America
North Carolina
$3.12M
5
WAM
5
Wolverine Asset Management
Illinois
$830K

Top Sellers

1
BWA
1
Brave Warrior Advisors
New York
$0
2
CAM
2
Chou Associates Management
Ontario, Canada
$19.8M
3
SBCM
3
Schwerin Boyle Capital Management
Massachusetts
$405K
4
HP
4
Hosking Partners
United Kingdom
$11M
5
MG
5
Magnolia Group
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SI
26
Scharf Investments
California
$1.45M 26,725 – –
HA
27
Harbor Advisors
Florida
$1.35M 25,000 – –
LPL Financial
28
LPL Financial
California
$1.32M 24,377 -100 -0.4%
SCM
29
SOL Capital Management
Maryland
$1.11M 20,517 -1,950 -9%
WAM
30
Wolverine Asset Management
Illinois
$830K 15,371 +15,371 New
WIM
31
Wittenberg Investment Management
Massachusetts
$816K 15,100 – –
UBS Group
32
UBS Group
Switzerland
$792K 14,649 -379 -3%
CCM
33
Cutler Capital Management
Massachusetts
$787K 14,000 -1,000 -7%
Wells Fargo
34
Wells Fargo
California
$622K 11,500 -1,750 -13%
RJA
35
Raymond James & Associates
Florida
$585K 10,820 -160 -1%
WIM
36
Waverton Investment Management
United Kingdom
$501K 500,000 – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$487K 9,009 – –
Ameriprise
38
Ameriprise
Minnesota
$481K 8,900 -400 -4%
Mariner
39
Mariner
Kansas
$480K 8,875 – –
SBCM
40
Schwerin Boyle Capital Management
Massachusetts
$405K 7,500 -195,053 -96%
PCM
41
Prelude Capital Management
New York
$351K 6,500 +3,600 +124%
AG
42
Advisor Group
Arizona
$286K 5,285 -320 -6%
ACM
43
Adalta Capital Management
New York
$284K 5,250 -67,900 -93%
CWM
44
Circle Wealth Management
New Jersey
$284K 5,247 – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$270K 5,000 -200 -4%
DADC
46
D.A. Davidson & Co
Montana
$270K 5,008 +150 +3%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$237K 4,375 -8,875 -67%
OC
48
Oppenheimer & Co
New York
$234K 4,323 -384 -8%
Creative Planning
49
Creative Planning
Kansas
$227K 4,200 – –
William Blair & Company
50
William Blair & Company
Illinois
$108K 2,000 +2,000 New
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