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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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69 hedge funds and large institutions have $699M invested in JPMorgan Chase in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

21% more funds holding

Funds holding: 57 → 69 (+12)

14% more capital invested

Capital invested by funds: $610M → $699M (+$88.4M)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
69
Holders Change
+12
Holders Change %
+21.05%
% of All Funds
1.81%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.29%
New
16
Increased
15
Reduced
16
Closed
4
Calls
$5.97M
Puts
–
Net Calls
+$5.97M
Net Calls Change
-$1.23M

Top Buyers

Rank Fund Capital Flow
1
MVP
Miller Value Partners
Florida
+$4.4M
2
WAM
Wolverine Asset Management
Illinois
+$4M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$2.11M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$1.88M
5
WFI
West Family Investments
California
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
SCM
Sirios Capital Management
Massachusetts
-$35.6M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$12.6M
3
VOAM
Vertex One Asset Management
British Columbia, Canada
-$1.39M
4
CCP
Centaur Capital Partners
Texas
-$1.37M
5
Bank of America
Bank of America
North Carolina
-$791K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCS
51
Levin Capital Strategies
New York
$440K +$116K +5,000 +37%
Wells Fargo
52
Wells Fargo
California
$420K +$157K +6,775 +62%
Bessemer Group
53
Bessemer Group
New Jersey
$416K +$408K +17,579 New
M&T Bank
54
M&T Bank
New York
$379K – – –
NAM
55
North American Management
Massachusetts
$314K -$5.8K -250 -2%
Mariner
56
Mariner
Kansas
$305K +$299K +12,875 New
PCM
57
Prelude Capital Management
New York
$254K -$23.5K -1,013 -9%
FPA
58
First Pacific Advisors
California
$237K – – –
OC
59
Oppenheimer & Co
New York
$201K +$198K +8,516 New
Creative Planning
60
Creative Planning
Kansas
$137K -$23.2K -1,000 -15%
DADC
61
D.A. Davidson & Co
Montana
$100K +$812 +35 +0.8%
AACR
62
ACR Alpine Capital Research
Missouri
$95K – – –
HCM
63
Highlander Capital Management
New Jersey
$71K – – –
LWCFA
64
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65K – – –
TRCT
65
Tower Research Capital (TRC)
New York
$30K +$29.3K +1,261 New
CAM
66
Chou Associates Management
Ontario, Canada
$26.7K – – –
PVH
67
Psagot Value Holdings
Israel
$24K – – –
FG
68
Fiduciary Group
Georgia
$24K +$8.12K +350 +54%
AFP
69
Ausdal Financial Partners
Iowa
$24K +$23.2K +1,000 New
CG
70
Cutler Group
California
$16K +$16.2K +699 New
AIG
71
American International Group
New York
$9K +$9.28K +400 New
PH
72
Pinnacle Holdings
Oklahoma
$4.74K – – –
WEC
73
Winslow Evans & Crocker
Massachusetts
$4.74K – – –
CCP
74
Centaur Capital Partners
Texas
– -$1.37M -69,000 Closed
Bank of New York Mellon
75
Bank of New York Mellon
New York
– -$668K -33,565 Closed
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JPM.WS Hedge Fund Activity: Q4 2015 in Review

69 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q4 2015, worth a combined $699M — up 14% from $610M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JPM.WS positions and 4 closed out — a net gain of 12 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Miller Value Partners, adding an estimated $4.4M. The largest seller was Sirios Capital Management, cutting an estimated $35.6M.

  • 69 institutional investors held JPMorgan Chase (JPM.WS) as of Q4 2015, up from 57 in Q3 2015.
  • Funds reported $699M of JPMorgan Chase stock for Q4 2015, up 14% quarter-over-quarter.
  • 16 funds opened new JPMorgan Chase positions in Q4 2015 and 4 closed out, a net change of +12 holders.
  • The largest JPMorgan Chase buyer in Q4 2015 was Miller Value Partners, an estimated $4.4M added.
  • The largest JPMorgan Chase seller in Q4 2015 was Sirios Capital Management, an estimated $35.6M sold.

Based on aggregated 13F filings for Q4 2015.