JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
61 hedge funds and large institutions have $862M invested in JPMorgan Chase in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
4% more capital invested
Capital invested by funds: $826M → $862M (+$35.3M)
0% more funds holding
Funds holding: 61 → 61 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$22.6M |
| 2 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
+$18.3M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$12.6M |
| 4 |
ACI
AB CarVal Investors
Minneapolis,
Minnesota
|
+$7.5M |
| 5 |
SCC
Second Curve Capital
Radnor,
Pennsylvania
|
+$3.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$52.9M |
| 2 |
BCM
Bluefin Capital Management
New York
|
-$5.47M |
| 3 |
BCM
Basswood Capital Management
New York
|
-$3.25M |
| 4 |
DI
Dalton Investments
Las Vegas,
Nevada
|
-$1.76M |
| 5 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$1.57M |
JPM.WS Hedge Fund Activity: Q1 2014 in Review
61 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q1 2014, worth a combined $862M — up 4.3% from $826M a quarter earlier.
Fund positioning in JPM.WS was balanced in Q1 2014: 9 funds opened new positions, 9 closed out, 12 added to existing stakes and 10 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $22.6M. The largest seller was Mackenzie Financial, cutting an estimated $52.9M.
- 61 institutional investors held JPMorgan Chase (JPM.WS) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $862M of JPMorgan Chase stock for Q1 2014, up 4.3% quarter-over-quarter.
- 9 funds opened new JPMorgan Chase positions in Q1 2014 and 9 closed out, a net change of 0 holders.
- The largest JPMorgan Chase buyer in Q1 2014 was Capital World Investors, an estimated $22.6M added.
- The largest JPMorgan Chase seller in Q1 2014 was Mackenzie Financial, an estimated $52.9M sold.
Based on aggregated 13F filings for Q1 2014.