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JPM.WS

JPMorgan Chase
JPM.WS

Delisted

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

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58 hedge funds and large institutions have $791M invested in JPMorgan Chase in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

5% less funds holding

Funds holding: 61 → 58 (-3)

8% less capital invested

Capital invested by funds: $862M → $791M (-$70.5M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
8
Increased
15
Reduced
9
Closed
10
Calls
$9.77M
Puts
–
Net Calls
+$9.77M
Net Calls Change
-$20.9M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$21.7M
2
ACI
AB CarVal Investors
Minnesota
+$9.99M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$9.35M
4
KIA
King Investment Advisors
Texas
+$3.05M
5
WFI
West Family Investments
California
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
CAM
Chou Associates Management
Ontario, Canada
-$22.8M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$15.4M
3
PI
Putnam Investments
Massachusetts
-$10.2M
4
C
Consulta
United Kingdom
-$9.85M
5
ZDA
Zweig-DiMenna Associates
New York
-$4.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$90K – – –
Creative Planning
52
Creative Planning
Kansas
$68K – – –
HCM
53
Highlander Capital Management
New Jersey
$58K – – –
S
54
SignatureFD
Georgia
$43K – – –
LWM
55
Lenox Wealth Management
Ohio
$19K – – –
PVH
56
Psagot Value Holdings
Israel
$19K – – –
BRC
57
Blue Ridge Capital
New York
$18K – – –
RFA
58
Reilly Financial Advisors
California
$4K +$3.78K +200 New
WEC
59
Winslow Evans & Crocker
Massachusetts
$3.87K – – –
PH
60
Pinnacle Holdings
Oklahoma
$3.87K +$3.78K +200 New
CAM
61
Chou Associates Management
Ontario, Canada
– -$22.8M -1,126,347 Closed
C
62
Consulta
United Kingdom
– -$9.85M -487,400 Closed
ZDA
63
Zweig-DiMenna Associates
New York
– -$4.35M -215,155 Closed
SCC
64
Second Curve Capital
Pennsylvania
– -$3.54M -175,000 Closed
AIM
65
AMI Investment Management
Indiana
– -$1.84M -91,225 Closed
JMPWA
66
JP Morgan Private Wealth Advisors
California
– -$1.84M -91,000 Closed
RA
67
Raffles Associates
New York
– -$606K -30,000 Closed
Brown Advisory
68
Brown Advisory
Maryland
– -$212K -10,500 Closed
AR
69
Advisory Research
Illinois
– -$61K -3,000 Closed
AllianceBernstein
70
AllianceBernstein
Tennessee
– -$8K -400 Closed
1 2
3

JPM.WS Hedge Fund Activity: Q2 2014 in Review

58 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q2 2014, worth a combined $791M — down 8.2% from $862M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JPM.WS and 8 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 15 added.

The largest buyer was Capital World Investors, adding an estimated $21.7M. The largest seller was Chou Associates Management, exiting entirely with an estimated $22.8M sold.

  • 58 institutional investors held JPMorgan Chase (JPM.WS) as of Q2 2014, down from 61 in Q1 2014.
  • Funds reported $791M of JPMorgan Chase stock for Q2 2014, down 8.2% quarter-over-quarter.
  • 8 funds opened new JPMorgan Chase positions in Q2 2014 and 10 closed out, a net change of -2 holders.
  • The largest JPMorgan Chase buyer in Q2 2014 was Capital World Investors, an estimated $21.7M added.
  • The largest JPMorgan Chase seller in Q2 2014 was Chou Associates Management, an estimated $22.8M sold.

Based on aggregated 13F filings for Q2 2014.