JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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33 hedge funds and large institutions have $378M invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 17 reducing their positions, and 14 closing their positions.

Holders
33
Holders Change
-10
Holders Change %
-23.26%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
4
Increased
1
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.84M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$5.09M
3
DADC
3
D.A. Davidson & Co
Montana
$2.34M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$621K
5
Twin Tree Management
5
Twin Tree Management
Texas
$6K

Top Sellers

1
MVP
1
Miller Value Partners
Florida
$0
2
RCG
2
Ruane, Cunniff & Goldfarb
New York
$0
3
HP
3
Hosking Partners
United Kingdom
$16.4M
4
VIA
4
Vantis Investment Advisers
Florida
$0
5
CAM
5
Chou Associates Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Circle Wealth Management
New Jersey
$381K – – –
Neuberger Berman Group
27
Neuberger Berman Group
New York
$318K – – –
Creative Planning
28
Creative Planning
Kansas
$305K – – –
William Blair & Company
29
William Blair & Company
Illinois
$145K – – –
PCM
30
Prelude Capital Management
New York
$132K -$48.6K -670 -27%
HCM
31
Highlander Capital Management
New Jersey
$77K – – –
WAM
32
Wolverine Asset Management
Illinois
$57K -$1.48M -20,326 -96%
Twin Tree Management
33
Twin Tree Management
Texas
$6K +$6K +66 New
CF
34
Centaurus Financial
California
$109 -$81.6K -1,498 -100%
MVP
35
Miller Value Partners
Florida
– -$76.1M -1,200,075 Closed
RCG
36
Ruane, Cunniff & Goldfarb
New York
– -$38.1M -600,000 Closed
VIA
37
Vantis Investment Advisers
Florida
– -$12.3M -193,500 Closed
CAM
38
Chou Associates Management
Ontario, Canada
– -$10.6M -166,977 Closed
BIA
39
Biondo Investment Advisors
Pennsylvania
– -$5.04M -79,480 Closed
M2MC
40
Matthew 25 Management Corp
Pennsylvania
– -$3.96M -62,500 Closed
GRQ
41
Gardner Russo & Quinn
Pennsylvania
– -$946K -14,915 Closed
Mariner
42
Mariner
Kansas
– -$563K -8,875 Closed
SCM
43
SOL Capital Management
Maryland
– -$339K -5,350 Closed
AG
44
Advisor Group
Arizona
– -$318K -5,020 Closed
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
– -$317K -5,000 Closed
Ameriprise
46
Ameriprise
Minnesota
– -$285K -4,500 Closed
FHA
47
Flagship Harbor Advisors
Massachusetts
– -$126K -2,000 Closed
FG
48
Fiduciary Group
Georgia
– -$38K -600 Closed
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