JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
1.76%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
9
Increased
12
Reduced
10
Closed
9
Calls
$30.7M
Puts
–
Net Calls
+$30.7M
Net Calls Change
-$6.12M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$24.3M
2
SCM
2
Sirios Capital Management
Massachusetts
$19.7M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$338M
4
ACI
4
AB CarVal Investors
Minnesota
$7.87M
5
SCC
5
Second Curve Capital
Pennsylvania
$3.54M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$34.2M
2
BCM
2
Bluefin Capital Management
New York
$0
3
MCTIC
3
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$4.36M
4
BCM
4
Basswood Capital Management
New York
$0
5
DI
5
Dalton Investments
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
51
Brown Advisory
Maryland
$212K +$10.1K +500 +5%
LWCFA
52
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$210K -$206K – –
FPA
53
First Pacific Advisors
California
$202K – – –
MCM
54
McGlinn Capital Management
Pennsylvania
$172K -$40.5K -2,000 -19%
DADC
55
D.A. Davidson & Co
Montana
$94K – – –
Creative Planning
56
Creative Planning
Kansas
$71K – – –
AR
57
Advisory Research
Illinois
$61K +$61K +3,000 New
HCM
58
Highlander Capital Management
New Jersey
$60.6K – – –
S
59
SignatureFD
Georgia
$44K – – –
LWM
60
Lenox Wealth Management
Ohio
$20K – – –
PVH
61
Psagot Value Holdings
Israel
$20K +$20K +1,000 New
AllianceBernstein
62
AllianceBernstein
Tennessee
$8K +$8K +400 New
WEC
63
Winslow Evans & Crocker
Massachusetts
$4.04K – – –
BCM
64
Bluefin Capital Management
New York
– -$5.47M -281,952 Closed
BCM
65
Basswood Capital Management
New York
– -$3.25M -167,632 Closed
DI
66
Dalton Investments
Nevada
– -$1.76M -90,710 Closed
MSE
67
MUFG Securities EMEA
United Kingdom
– -$602K -31,072 Closed
VKH
68
Virtu KCG Holdings
New York
– -$380K -19,608 Closed
OA
69
Oxbow Advisors
Texas
– -$358K -18,450 Closed
MCM
70
Murphy Capital Management
New Jersey
– -$282K -14,550 Closed
Citadel Advisors
71
Citadel Advisors
Florida
– -$74K -3,833 Closed
FA
72
Financial Advantage
Maryland
– -$4K -200 Closed
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