JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
57 hedge funds and large institutions have $808M invested in JPMorgan Chase in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 4 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
2% more funds holding
Funds holding: 56 → 57 (+1)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
17% less capital invested
Capital invested by funds: $979M → $808M (-$171M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Brave Warrior Advisors
New York
|
+$28.7M |
| 2 |
VOAM
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
+$7.36M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$4.85M |
| 4 |
Neuberger Berman Group
New York
|
+$4.63M |
| 5 |
SM
Southport Management
Wilson,
Wyoming
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$232M |
| 2 |
First Eagle Investment Management
New York
|
-$86.1M |
| 3 |
SFG
Sather Financial Group
Victoria,
Texas
|
-$6.97M |
| 4 |
ZA
Zazove Associates
Incline Village,
Nevada
|
-$4.75M |
| 5 |
BIA
Biondo Investment Advisors
Milford,
Pennsylvania
|
-$3.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OC
51
Oppenheimer & Co
New York
| $206K | +$202K | +8,316 | New |
|
52
Wells Fargo
San Francisco,
California
| $186K | -$8.51K | -350 | -4% |
|
|
DADC
53
D.A. Davidson & Co
Great Falls,
Montana
| $103K | – | – | – |
|
|
AACR
54
ACR Alpine Capital Research
St. Louis,
Missouri
| $99K | – | – | – |
|
|
HCM
55
Highlander Capital Management
Short Hills,
New Jersey
| $74K | – | – | – |
|
|
LWCFA
56
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $68K | – | – | – |
|
|
PVH
57
Psagot Value Holdings
Tel Aviv,
Israel
| $25K | – | – | – |
|
|
FG
58
Fiduciary Group
Savannah,
Georgia
| $16K | +$15.8K | +650 | New |
|
|
PH
59
Pinnacle Holdings
Tulsa,
Oklahoma
| $4.95K | – | – | – |
|
|
WEC
60
Winslow Evans & Crocker
Boston,
Massachusetts
| $4.95K | – | – | – |
|
|
SFG
61
Sather Financial Group
Victoria,
Texas
| – | -$6.97M | -311,242 | Closed |
|
|
CIC
62
Chilton Investment Company
Stamford,
Connecticut
| – | -$2.09M | -95,000 | Closed |
|
63
Creative Planning
Overland Park,
Kansas
| – | -$150K | -6,800 | Closed |
|
|
EWM
64
Evercore Wealth Management
New York
| – | -$9K | -398 | Closed |
|
JPM.WS Hedge Fund Activity: Q2 2015 in Review
57 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q2 2015, worth a combined $808M — down 17% from $979M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JPM.WS positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 14 trimmed.
The largest buyer was Brave Warrior Advisors, adding an estimated $28.7M. The largest seller was CI Investments Inc, cutting an estimated $232M.
- 57 institutional investors held JPMorgan Chase (JPM.WS) as of Q2 2015, up from 56 in Q1 2015.
- Funds reported $808M of JPMorgan Chase stock for Q2 2015, down 17% quarter-over-quarter.
- 6 funds opened new JPMorgan Chase positions in Q2 2015 and 4 closed out, a net change of +2 holders.
- The largest JPMorgan Chase buyer in Q2 2015 was Brave Warrior Advisors, an estimated $28.7M added.
- The largest JPMorgan Chase seller in Q2 2015 was CI Investments Inc, an estimated $232M sold.
Based on aggregated 13F filings for Q2 2015.