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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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57 hedge funds and large institutions have $610M invested in JPMorgan Chase in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

0% more funds holding

Funds holding: 57 → 57 (0)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

24% less capital invested

Capital invested by funds: $808M → $610M (-$198M)

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
7
Increased
15
Reduced
12
Closed
7
Calls
$7.2M
Puts
–
Net Calls
+$7.2M
Net Calls Change
-$838K

Top Buyers

Rank Fund Capital Flow
1
BWA
Brave Warrior Advisors
New York
+$18.6M
2
CCM
Concourse Capital Management
Georgia
+$7.32M
3
CIC
Chilton Investment Company
Connecticut
+$2.26M
4
VOAM
Vertex One Asset Management
British Columbia, Canada
+$1.76M
5
WAM
Wolverine Asset Management
Illinois
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
First Eagle Investment Management
First Eagle Investment Management
New York
-$24.1M
2
BRC
Blue Ridge Capital
New York
-$23.1M
3
FCM
Fairholme Capital Management
Florida
-$17.5M
4
SCM
Sirios Capital Management
Massachusetts
-$6.16M
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$5.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPA
51
First Pacific Advisors
California
$199K – – –
Creative Planning
52
Creative Planning
Kansas
$135K +$161K +6,800 New
DADC
53
D.A. Davidson & Co
Montana
$83K – – –
AACR
54
ACR Alpine Capital Research
Missouri
$80K – – –
LWCFA
55
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$68K – – –
HCM
56
Highlander Capital Management
New Jersey
$59K – – –
PVH
57
Psagot Value Holdings
Israel
$20K – – –
BIM
58
BlackRock Investment Management
Delaware
$20K +$23.7K +1,000 New
FG
59
Fiduciary Group
Georgia
$13K – – –
PH
60
Pinnacle Holdings
Oklahoma
$3.98K – – –
WEC
61
Winslow Evans & Crocker
Massachusetts
$3.98K – – –
BRC
62
Blue Ridge Capital
New York
– -$23.1M -933,000 Closed
FCM
63
Fairholme Capital Management
Florida
– -$17.5M -706,300 Closed
JMPWA
64
JP Morgan Private Wealth Advisors
California
– -$5.02M -203,000 Closed
BAM
65
Brave Asset Management
New Jersey
– -$1M -40,450 Closed
KIA
66
King Investment Advisors
Texas
– -$963K -38,950 Closed
OC
67
Oppenheimer & Co
New York
– -$206K -8,316 Closed
1 2
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JPM.WS Hedge Fund Activity: Q3 2015 in Review

57 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q3 2015, worth a combined $610M — down 24% from $808M a quarter earlier.

Fund positioning in JPM.WS was balanced in Q3 2015: 7 funds opened new positions, 7 closed out, 15 added to existing stakes and 12 trimmed.

The largest buyer was Brave Warrior Advisors, adding an estimated $18.6M. The largest seller was First Eagle Investment Management, cutting an estimated $24.1M.

  • 57 institutional investors held JPMorgan Chase (JPM.WS) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $610M of JPMorgan Chase stock for Q3 2015, down 24% quarter-over-quarter.
  • 7 funds opened new JPMorgan Chase positions in Q3 2015 and 7 closed out, a net change of 0 holders.
  • The largest JPMorgan Chase buyer in Q3 2015 was Brave Warrior Advisors, an estimated $18.6M added.
  • The largest JPMorgan Chase seller in Q3 2015 was First Eagle Investment Management, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2015.