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 $506M invested in JPMorgan Chase in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+1
Holders Change %
+1.47%
% of All Funds
1.84%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
7
Increased
12
Reduced
23
Closed
6
Calls
$5.57M
Puts
–
Net Calls
+$5.57M
Net Calls Change
+$1.11M

Top Buyers

1
OFG
1
OTA Financial Group
New York
$18M
2
ACPU
2
Arrowgrass Capital Partners (US)
Delaware
$10.9M
3
JPMPWA
3
J.P. Morgan Private Wealth Advisors
California
$1.83M
4
ICM
4
Ionic Capital Management
New York
$12M
5
GRQ
5
Gardner Russo & Quinn
Pennsylvania
$4.72M

Top Sellers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$0
2
SCM
2
Sirios Capital Management
Massachusetts
$956K
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$0
4
MVP
4
Miller Value Partners
Florida
$47.4M
5
VOAM
5
Vertex One Asset Management
British Columbia, Canada
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCTIC
51
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$478K -$418K – –
LPL Financial
52
LPL Financial
California
$463K -$459K -24,351 -50%
Wells Fargo
53
Wells Fargo
California
$389K -$6.09K -300 -2%
SCM
54
Sterling Capital Management
North Carolina
$333K – – –
M&T Bank
55
M&T Bank
New York
$324K – – –
OC
56
Oppenheimer & Co
New York
$319K +$319K +15,784 New
Mariner
57
Mariner
Kansas
$261K – – –
Brown Advisory
58
Brown Advisory
Maryland
$223K +$223K +11,000 New
BA
59
BlackRock Advisors
Delaware
$222K -$125K -6,193 -36%
GF
60
Gabelli Funds
New York
$213K +$213K +10,500 New
FPA
61
First Pacific Advisors
California
$202K – – –
AG
62
Advisor Group
Arizona
$185K +$185K +9,175 New
PCM
63
Prelude Capital Management
New York
$96K -$6.29K -310 -6%
DADC
64
D.A. Davidson & Co
Montana
$94K +$5.57K +277 +6%
Creative Planning
65
Creative Planning
Kansas
$85K -$12.1K -600 -13%
AACR
66
ACR Alpine Capital Research
Missouri
$81K – – –
LWCFA
67
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K -$48K – –
HCM
68
Highlander Capital Management
New Jersey
$42K -$8.9K -437 -17%
FG
69
Fiduciary Group
Georgia
$20K – – –
PVH
70
Psagot Value Holdings
Israel
$20K – – –
CG
71
Cutler Group
California
$14K – – –
WEC
72
Winslow Evans & Crocker
Massachusetts
$4.05K – – –
PH
73
Pinnacle Holdings
Oklahoma
$4.05K – – –
CCM
74
Cutler Capital Management
Massachusetts
$810 – – –
CI Investments Inc
75
CI Investments Inc
Ontario, Canada
– -$122M -6,892,198 Closed
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