JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
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
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

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.5M
2
MCM
2
Maltese Capital Management
New York
$9.13M
3
Bank of America
3
Bank of America
North Carolina
$2.63M
4
WAM
4
Wolverine Asset Management
Illinois
$1.48M
5
UBS Group
5
UBS Group
Switzerland
$962K

Top Sellers

1
HP
1
Hosking Partners
United Kingdom
$16M
2
VOAM
2
Vertex One Asset Management
British Columbia, Canada
$18.5M
3
OFG
3
OTA Financial Group
New York
$44.9M
4
M2MC
4
Matthew 25 Management Corp
Pennsylvania
$5.91M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$1.48M +$500K +7,183 +51%
WIM
27
Wittenberg Investment Management
Massachusetts
$1.05M – – –
Wells Fargo
28
Wells Fargo
California
$967K -$44.7K -642 -4%
UBS Group
29
UBS Group
Switzerland
$962K +$176K +2,528 +22%
RJA
30
Raymond James & Associates
Florida
$661K -$42.9K -617 -6%
Mariner
31
Mariner
Kansas
$617K – – –
ACM
32
Adalta Capital Management
New York
$583K +$111K +1,600 +24%
SCM
33
SOL Capital Management
Maryland
$577K -$492K -7,084 -46%
CCM
34
Cutler Capital Management
Massachusetts
$487K -$139K -2,000 -22%
CWM
35
Circle Wealth Management
New Jersey
$365K – – –
DADC
36
D.A. Davidson & Co
Montana
$358K +$7.3K +105 +2%
PCM
37
Prelude Capital Management
New York
$353K -$106K -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 -$20.9K -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 -$50.3K -722 -17%
William Blair & Company
44
William Blair & Company
Illinois
$139K – – –
CF
45
Centaurus Financial
California
$104K +$104K +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 – – –
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
– -$4.67M -70,230 Closed
OTPPB
50
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$3.48M -52,400 Closed
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