JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
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.

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

1
MG
1
Magnolia Group
Nebraska
$9.7M
2
MVP
2
Miller Value Partners
Florida
$63.9M
3
WAM
3
Wolverine Asset Management
Illinois
$10.1M
4
GPC
4
Guardian Point Capital
Virginia
$4.03M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$2.16M

Top Sellers

1
SCM
1
Sirios Capital Management
Massachusetts
$6.37M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$85.1M
3
VOAM
3
Vertex One Asset Management
British Columbia, Canada
$25.9M
4
CCP
4
Centaur Capital Partners
Texas
$0
5
Bank of America
5
Bank of America
North Carolina
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
LCS
51
Levin Capital Strategies
New York
$440K 18,562 +5,000 +37%
Wells Fargo
52
Wells Fargo
California
$420K 17,725 +6,775 +62%
Bessemer Group
53
Bessemer Group
New Jersey
$416K 17,579 +17,579 New
M&T Bank
54
M&T Bank
New York
$379K 16,000 – –
NAM
55
North American Management
Massachusetts
$314K 13,251 -250 -2%
Mariner
56
Mariner
Kansas
$305K 12,875 +12,875 New
PCM
57
Prelude Capital Management
New York
$254K 10,720 -1,013 -9%
FPA
58
First Pacific Advisors
California
$237K 10,000 – –
OC
59
Oppenheimer & Co
New York
$201K 8,516 +8,516 New
Creative Planning
60
Creative Planning
Kansas
$137K 5,800 -1,000 -15%
DADC
61
D.A. Davidson & Co
Montana
$100K 4,235 +35 +0.8%
AACR
62
ACR Alpine Capital Research
Missouri
$95K 4,000 – –
HCM
63
Highlander Capital Management
New Jersey
$71K 3,000 – –
LWCFA
64
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – – –
TRCT
65
Tower Research Capital (TRC)
New York
$30K 1,261 +1,261 New
CAM
66
Chou Associates Management
Ontario, Canada
$26.7K 1,126,347 – –
PVH
67
Psagot Value Holdings
Israel
$24K 1,000 – –
FG
68
Fiduciary Group
Georgia
$24K 1,000 +350 +54%
AFP
69
Ausdal Financial Partners
Iowa
$24K 1,000 +1,000 New
CG
70
Cutler Group
California
$16K 699 +699 New
AIG
71
American International Group
New York
$9K 400 +400 New
WEC
72
Winslow Evans & Crocker
Massachusetts
$4.74K 200 – –
PH
73
Pinnacle Holdings
Oklahoma
$4.74K 200 – –
CCP
74
Centaur Capital Partners
Texas
– – -69,000 Closed
Bank of New York Mellon
75
Bank of New York Mellon
New York
– – -33,565 Closed
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