We are live on ! Find out more
JPM.WS

JPMorgan Chase
JPM.WS

Delisted

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

Back to rankings

61 hedge funds and large institutions have $826M invested in JPMorgan Chase in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

15% more funds holding

Funds holding: 53 → 61 (+8)

8% more capital invested

Capital invested by funds: $766M → $826M (+$60.1M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
12
Increased
12
Reduced
13
Closed
4
Calls
$36.8M
Puts
–
Net Calls
+$36.8M
Net Calls Change
+$12.7M

Top Buyers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$5.14M
2
BCM
Bluefin Capital Management
New York
+$4.92M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$2.1M
4
MVP
Miller Value Partners
Florida
+$1.63M
5
AIM
AMI Investment Management
Indiana
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$18.5M
2
BCM
Basswood Capital Management
New York
-$11.9M
3
M2MC
Matthew 25 Management Corp
Pennsylvania
-$8.58M
4
ACI
AB CarVal Investors
Minnesota
-$6.36M
5
UCFA
United Capital Financial Advisors
Texas
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$224K +$117K +6,700 +138%
LWCFA
52
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K – – –
MCM
53
McGlinn Capital Management
Pennsylvania
$204K -$223K -12,800 -55%
Brown Advisory
54
Brown Advisory
Maryland
$194K – – –
FPA
55
First Pacific Advisors
California
$194K – – –
DADC
56
D.A. Davidson & Co
Montana
$91K – – –
Citadel Advisors
57
Citadel Advisors
Florida
$74K +$9.43K +540 +16%
Creative Planning
58
Creative Planning
Kansas
$68K – – –
HCM
59
Highlander Capital Management
New Jersey
$58.2K – – –
S
60
SignatureFD
Georgia
$43K – – –
LWM
61
Lenox Wealth Management
Ohio
$19K +$17.5K +1,000 New
FA
62
Financial Advantage
Maryland
$4K – – –
WEC
63
Winslow Evans & Crocker
Massachusetts
$4K +$3.49K +200 New
OFG
64
OTA Financial Group
New York
$246 +$222K +12,690 New
ACI
65
AB CarVal Investors
Minnesota
– -$6.36M -379,500 Closed
Wellington Management Group
66
Wellington Management Group
Massachusetts
– -$1.87M -111,418 Closed
MUS
67
Mitsubishi UFJ Securities
Japan
– -$1.61M -96,224 Closed
Deutsche Bank
68
Deutsche Bank
Germany
– -$107K -6,400 Closed
1 2
3

JPM.WS Hedge Fund Activity: Q4 2013 in Review

61 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q4 2013, worth a combined $826M — up 7.8% from $766M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JPM.WS positions and 4 closed out — a net gain of 8 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was CI Investments Inc, adding an estimated $5.14M. The largest seller was Mackenzie Financial, cutting an estimated $18.5M.

  • 61 institutional investors held JPMorgan Chase (JPM.WS) as of Q4 2013, up from 53 in Q3 2013.
  • Funds reported $826M of JPMorgan Chase stock for Q4 2013, up 7.8% quarter-over-quarter.
  • 12 funds opened new JPMorgan Chase positions in Q4 2013 and 4 closed out, a net change of +8 holders.
  • The largest JPMorgan Chase buyer in Q4 2013 was CI Investments Inc, an estimated $5.14M added.
  • The largest JPMorgan Chase seller in Q4 2013 was Mackenzie Financial, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2013.