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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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47 hedge funds and large institutions have $608M invested in JPMorgan Chase in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0% less capital invested

Capital invested by funds: $611M → $608M (-$2.86M)

8% less funds holding

Funds holding: 51 → 47 (-4)

56% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 18

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
47
Holders Change
-4
Holders Change %
-7.84%
% of All Funds
1.08%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
2
Increased
8
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$7.87M
2
MCM
Maltese Capital Management
New York
+$824K
3
Bank of America
Bank of America
North Carolina
+$754K
4
WAM
Wolverine Asset Management
Illinois
+$524K
5
UBS Group
UBS Group
Switzerland
+$184K

Top Sellers

Rank Fund Capital Flow
1
VOAM
Vertex One Asset Management
British Columbia, Canada
-$9.8M
2
OFG
OTA Financial Group
New York
-$5.56M
3
M2MC
Matthew 25 Management Corp
Pennsylvania
-$5.1M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$4.67M
5
BIA
Biondo Investment Advisors
Pennsylvania
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$1.48M +$524K +7,183 +51%
WIM
27
Wittenberg Investment Management
Massachusetts
$1.05M – – –
Wells Fargo
28
Wells Fargo
California
$967K -$46.8K -642 -4%
UBS Group
29
UBS Group
Switzerland
$962K +$184K +2,528 +22%
RJA
30
Raymond James & Associates
Florida
$661K -$45K -617 -6%
Mariner
31
Mariner
Kansas
$617K – – –
ACM
32
Adalta Capital Management
New York
$583K +$117K +1,600 +24%
SCM
33
SOL Capital Management
Maryland
$577K -$517K -7,084 -46%
CCM
34
Cutler Capital Management
Massachusetts
$487K -$146K -2,000 -22%
CWM
35
Circle Wealth Management
New Jersey
$365K – – –
DADC
36
D.A. Davidson & Co
Montana
$358K +$7.66K +105 +2%
PCM
37
Prelude Capital Management
New York
$353K -$111K -1,520 -23%
AG
38
Advisor Group
Arizona
$349K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$348K – – –
Ameriprise
40
Ameriprise
Minnesota
$313K -$21.9K -300 -6%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$304K – – –
Creative Planning
42
Creative Planning
Kansas
$292K – – –
OC
43
Oppenheimer & Co
New York
$243K -$52.7K -722 -17%
William Blair & Company
44
William Blair & Company
Illinois
$139K – – –
CF
45
Centaurus Financial
California
$104K +$109K +1,500 New
HCM
46
Highlander Capital Management
New Jersey
$71K – – –
GBBWRPM
47
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$70K – – –
FG
48
Fiduciary Group
Georgia
$42K – – –
JMPWA
49
JP Morgan Private Wealth Advisors
California
– -$4.67M -70,230 Closed
OTPPB
50
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$3.48M -52,400 Closed
1
2
3

JPM.WS Hedge Fund Activity: Q1 2018 in Review

47 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q1 2018, worth a combined $608M — down 0.47% from $611M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JPM.WS and 2 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 8 added.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $7.87M. The largest seller was Vertex One Asset Management, cutting an estimated $9.8M.

  • 47 institutional investors held JPMorgan Chase (JPM.WS) as of Q1 2018, down from 51 in Q4 2017.
  • Funds reported $608M of JPMorgan Chase stock for Q1 2018, down 0.47% quarter-over-quarter.
  • 2 funds opened new JPMorgan Chase positions in Q1 2018 and 6 closed out, a net change of -4 holders.
  • The largest JPMorgan Chase buyer in Q1 2018 was Manulife (Manufacturers Life Insurance), an estimated $7.87M added.
  • The largest JPMorgan Chase seller in Q1 2018 was Vertex One Asset Management, an estimated $9.8M sold.

Based on aggregated 13F filings for Q1 2018.