JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

JPM.WS was delisted on the 23rd of October, 2018.

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68 hedge funds and large institutions have $568M invested in JPMorgan Chase in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.81%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.19%
New
7
Increased
18
Reduced
19
Closed
7
Calls
$4.46M
Puts
–
Net Calls
+$4.46M
Net Calls Change
-$1.51M

Top Buyers

1
RCG
1
Ruane, Cunniff & Goldfarb
New York
$24.8M
2
ICM
2
Ionic Capital Management
New York
$9.22M
3
MG
3
Magnolia Group
Nebraska
$13.8M
4
OFG
4
OTA Financial Group
New York
$6.06M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$739K
2
UBS Group
2
UBS Group
Switzerland
$655K
3
MVP
3
Miller Value Partners
Florida
$45.2M
4
MCM
4
Maltese Capital Management
New York
$0
5
PCM
5
Parsons Capital Management
Rhode Island
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCS
51
Levin Capital Strategies
New York
$452K +$124K +7,000 +38%
MCTIC
52
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$418K -$595K – –
Wells Fargo
53
Wells Fargo
California
$345K +$31K +1,750 +10%
SCM
54
Sterling Capital Management
North Carolina
$333K -$187K -8,800 -36%
BA
55
BlackRock Advisors
Delaware
$304K +$304K +17,157 New
M&T Bank
56
M&T Bank
New York
$283K – – –
Mariner
57
Mariner
Kansas
$228K – – –
FPA
58
First Pacific Advisors
California
$177K – – –
AIG
59
American International Group
New York
$164K +$157K +8,875 +2,219%
PCM
60
Prelude Capital Management
New York
$89K -$100K -5,675 -53%
Creative Planning
61
Creative Planning
Kansas
$85K -$17.7K -1,000 -17%
DADC
62
D.A. Davidson & Co
Montana
$77K +$2.85K +163 +4%
AACR
63
ACR Alpine Capital Research
Missouri
$71K – – –
LWCFA
64
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$48K -$65K – –
HCM
65
Highlander Capital Management
New Jersey
$44K -$8.8K -500 -17%
TRCT
66
Tower Research Capital (TRC)
New York
$28K +$5.51K +309 +25%
FG
67
Fiduciary Group
Georgia
$18K – – –
PVH
68
Psagot Value Holdings
Israel
$18K – – –
CG
69
Cutler Group
California
$12K – – –
RBC
70
Roble Belko & Company
Pennsylvania
$4K +$4K +200 New
WEC
71
Winslow Evans & Crocker
Massachusetts
$3.54K – – –
PH
72
Pinnacle Holdings
Oklahoma
$3.54K – – –
MCM
73
Maltese Capital Management
New York
– -$2.49M -105,000 Closed
JPMPWA
74
J.P. Morgan Private Wealth Advisors
California
– -$2.16M -91,000 Closed
BIT
75
BlackRock Institutional Trust
California
– -$476K -20,073 Closed
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