JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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43 hedge funds and large institutions have $487M invested in JPMorgan Chase in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
-4
Holders Change %
-8.51%
% of All Funds
0.99%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.11%
New
1
Increased
2
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
1
Flagship Harbor Advisors
Massachusetts
$126K
2
UBS Group
2
UBS Group
Switzerland
$958K
3
BAM
3
Brave Asset Management
New Jersey
$2.75M

Top Sellers

1
CIM
1
Courant Investment Management
Tennessee
$0
2
OFG
2
OTA Financial Group
New York
$18.8M
3
HP
3
Hosking Partners
United Kingdom
$14.7M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
5
VOAM
5
Vertex One Asset Management
British Columbia, Canada
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$860K -$21.9K -345 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$738K -$1.63M -25,707 -69%
Mariner
28
Mariner
Kansas
$563K – – –
ACM
29
Adalta Capital Management
New York
$518K -$12.7K -200 -2%
RJA
30
Raymond James & Associates
Florida
$416K -$186K -2,938 -31%
SCM
31
SOL Capital Management
Maryland
$339K -$187K -2,950 -36%
CWM
32
Circle Wealth Management
New Jersey
$333K – – –
AG
33
Advisor Group
Arizona
$318K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$317K – – –
DADC
35
D.A. Davidson & Co
Montana
$300K -$27.3K -430 -8%
Ameriprise
36
Ameriprise
Minnesota
$285K – – –
Neuberger Berman Group
37
Neuberger Berman Group
New York
$278K – – –
Creative Planning
38
Creative Planning
Kansas
$266K – – –
PCM
39
Prelude Capital Management
New York
$158K -$164K -2,587 -51%
William Blair & Company
40
William Blair & Company
Illinois
$127K – – –
FHA
41
Flagship Harbor Advisors
Massachusetts
$126K +$126K +2,000 New
CF
42
Centaurus Financial
California
$95K – – –
HCM
43
Highlander Capital Management
New Jersey
$67K – – –
FG
44
Fiduciary Group
Georgia
$38K – – –
CIM
45
Courant Investment Management
Tennessee
– -$24.8M -356,462 Closed
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$7.5M -107,850 Closed
CCM
47
Cutler Capital Management
Massachusetts
– -$487K -7,000 Closed
OC
48
Oppenheimer & Co
New York
– -$243K -3,488 Closed
GBBWRPM
49
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$70K -1,000 Closed
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