JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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66 hedge funds and large institutions have $709M invested in JPMorgan Chase in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
1.76%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
8
Increased
7
Reduced
25
Closed
11
Calls
$6.75M
Puts
–
Net Calls
+$6.75M
Net Calls Change
+$1.18M

Top Buyers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$135M
2
ACPU
2
Arrowgrass Capital Partners (US)
Delaware
$60.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$24.4M
4
OFG
4
OTA Financial Group
New York
$30.1M
5
ES
5
Equitec Specialists
Illinois
$7.11M

Top Sellers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$0
2
ICM
2
Ionic Capital Management
New York
$5.3M
3
BIA
3
Biondo Investment Advisors
Pennsylvania
$9.25M
4
VOAM
4
Vertex One Asset Management
British Columbia, Canada
$14.8M
5
BWA
5
Brave Warrior Advisors
New York
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
51
Brown Advisory
Maryland
$271K – – –
GF
52
Gabelli Funds
New York
$259K – – –
FPA
53
First Pacific Advisors
California
$246K – – –
VKH
54
Virtu KCG Holdings
New York
$234K +$234K +9,516 New
YP
55
Yellowstone Partners
Idaho
$229K +$229K +9,300 New
AG
56
Advisor Group
Arizona
$210K -$16K -650 -7%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$160K +$160K +6,481 New
BA
58
BlackRock Advisors
Delaware
$142K -$128K -5,196 -47%
Creative Planning
59
Creative Planning
Kansas
$103K – – –
AACR
60
ACR Alpine Capital Research
Missouri
$99K – – –
LWCFA
61
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K -$55K – –
HCM
62
Highlander Capital Management
New Jersey
$26K -$24.5K -1,000 -48%
FG
63
Fiduciary Group
Georgia
$25K – – –
CG
64
Cutler Group
California
$17K – – –
PVH
65
Psagot Value Holdings
Israel
$15K -$10K -400 -40%
PH
66
Pinnacle Holdings
Oklahoma
$4.93K – – –
WEC
67
Winslow Evans & Crocker
Massachusetts
$4.93K – – –
LCS
68
Levin Capital Strategies
New York
$494 -$185 -7,500 -27%
First Eagle Investment Management
69
First Eagle Investment Management
New York
– -$71.7M -3,540,271 Closed
CCM
70
Concourse Capital Management
Georgia
– -$3.14M -155,026 Closed
JPMPWA
71
J.P. Morgan Private Wealth Advisors
California
– -$1.83M -90,230 Closed
SCM
72
Sirios Capital Management
Massachusetts
– -$956K -47,230 Closed
SM
73
Southport Management
Wyoming
– -$944K -46,603 Closed
ZA
74
Zazove Associates
Nevada
– -$932K -46,000 Closed
M&T Bank
75
M&T Bank
New York
– -$324K -16,000 Closed
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