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

59 hedge funds and large institutions have $873M invested in JPMorgan Chase in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

8% more capital invested

Capital invested by funds: $806M → $873M (+$67.2M)

2% more funds holding

Funds holding: 58 → 59 (+1)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
1.57%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
7
Increased
13
Reduced
10
Closed
4
Calls
$13.1M
Puts
–
Net Calls
+$13.1M
Net Calls Change
+$2.62M

Top Buyers

Rank Fund Capital Flow
1
CAM
Chou Associates Management
Ontario, Canada
+$22M
2
CCA
Castle Creek Arbitrage
Colorado
+$7.47M
3
Goldman Sachs
Goldman Sachs
New York
+$4.38M
4
TB
Terril Brothers
Missouri
+$2.96M
5
UCFA
United Capital Financial Advisors
Texas
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
ACI
AB CarVal Investors
Minnesota
-$7.49M
2
PI
Putnam Investments
Massachusetts
-$7.32M
3
WFI
West Family Investments
California
-$2.12M
4
BC
Brookfield Corp
Ontario, Canada
-$2.01M
5
AACR
ACR Alpine Capital Research
Missouri
-$742K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$179K +$99.6K +5,100 +146%
DADC
52
D.A. Davidson & Co
Montana
$87K – – –
AACR
53
ACR Alpine Capital Research
Missouri
$83K -$742K -38,000 -90%
HCM
54
Highlander Capital Management
New Jersey
$62K – – –
PVH
55
Psagot Value Holdings
Israel
$21K – – –
FSC
56
Fiduciary Services Corp
Georgia
$20K – – –
LWM
57
Lenox Wealth Management
Ohio
$20K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
PH
59
Pinnacle Holdings
Oklahoma
$4.16K – – –
WEC
60
Winslow Evans & Crocker
Massachusetts
$4.16K – – –
RFA
61
Reilly Financial Advisors
California
$4K – – –
WFI
62
West Family Investments
California
– -$2.12M -108,800 Closed
BC
63
Brookfield Corp
Ontario, Canada
– -$2.01M -100,000 Closed
IGIM
64
I.G. Investment Management
Manitoba, Canada
– -$238K -11,826 Closed
S
65
SignatureFD
Georgia
– -$44K -2,201 Closed
1 2
3

JPM.WS Hedge Fund Activity: Q4 2014 in Review

59 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q4 2014, worth a combined $873M — up 8.3% from $806M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JPM.WS positions and 4 closed out — a net gain of 3 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Chou Associates Management, opening a new position worth an estimated $22M. The largest seller was AB CarVal Investors, cutting an estimated $7.49M.

  • 59 institutional investors held JPMorgan Chase (JPM.WS) as of Q4 2014, up from 58 in Q3 2014.
  • Funds reported $873M of JPMorgan Chase stock for Q4 2014, up 8.3% quarter-over-quarter.
  • 7 funds opened new JPMorgan Chase positions in Q4 2014 and 4 closed out, a net change of +3 holders.
  • The largest JPMorgan Chase buyer in Q4 2014 was Chou Associates Management, an estimated $22M added.
  • The largest JPMorgan Chase seller in Q4 2014 was AB CarVal Investors, an estimated $7.49M sold.

Based on aggregated 13F filings for Q4 2014.