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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 $806M invested in JPMorgan Chase in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

2% more capital invested

Capital invested by funds: $791M → $806M (+$14.5M)

0% more funds holding

Funds holding: 58 → 58 (0)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
4
Increased
12
Reduced
11
Closed
4
Calls
$10.5M
Puts
–
Net Calls
+$10.5M
Net Calls Change
+$705K

Top Buyers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$5.28M
2
AIM
AMI Investment Management
Indiana
+$1.77M
3
MVP
Miller Value Partners
Florida
+$1.49M
4
GRQ
Gardner Russo & Quinn
Pennsylvania
+$581K
5
CCM
Cutler Capital Management
Massachusetts
+$438K

Top Sellers

Rank Fund Capital Flow
1
SCM
Sirios Capital Management
Massachusetts
-$20.1M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$17M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$4.78M
4
BIA
Biondo Investment Advisors
Pennsylvania
-$1.13M
5
PI
Putnam Investments
Massachusetts
-$968K
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
51
Highlander Capital Management
New Jersey
$60.3K – – –
S
52
SignatureFD
Georgia
$44K – – –
LWM
53
Lenox Wealth Management
Ohio
$20K – – –
PVH
54
Psagot Value Holdings
Israel
$20K – – –
FSC
55
Fiduciary Services Corp
Georgia
$19K +$18.7K +965 New
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$10K +$9.68K +500 New
PH
57
Pinnacle Holdings
Oklahoma
$4.02K – – –
WEC
58
Winslow Evans & Crocker
Massachusetts
$4.02K – – –
RFA
59
Reilly Financial Advisors
California
$4K – – –
GSC
60
Ground Swell Capital
South Carolina
$3K +$2.75K +142 New
SCM
61
Sirios Capital Management
Massachusetts
– -$20.1M -1,037,608 Closed
Mackenzie Financial
62
Mackenzie Financial
Ontario, Canada
– -$17M -881,782 Closed
AAIM
63
American Assets Investment Management
California
– -$271K -14,000 Closed
MCM
64
McGlinn Capital Management
Pennsylvania
– -$164K -8,500 Closed
1 2
3

JPM.WS Hedge Fund Activity: Q3 2014 in Review

58 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q3 2014, worth a combined $806M — up 1.8% from $791M a quarter earlier.

Fund positioning in JPM.WS was balanced in Q3 2014: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 11 trimmed.

The largest buyer was CI Investments Inc, adding an estimated $5.28M. The largest seller was Sirios Capital Management, exiting entirely with an estimated $20.1M sold.

  • 58 institutional investors held JPMorgan Chase (JPM.WS) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $806M of JPMorgan Chase stock for Q3 2014, up 1.8% quarter-over-quarter.
  • 4 funds opened new JPMorgan Chase positions in Q3 2014 and 4 closed out, a net change of 0 holders.
  • The largest JPMorgan Chase buyer in Q3 2014 was CI Investments Inc, an estimated $5.28M added.
  • The largest JPMorgan Chase seller in Q3 2014 was Sirios Capital Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q3 2014.