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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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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.

New
Increased
Maintained
Reduced
Closed

40% more capital invested

Capital invested by funds: $506M → $709M (+$203M)

4% less funds holding

Funds holding: 69 → 66 (-3)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

72% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 25

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

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$129M
2
ACPU
Arrowgrass Capital Partners (US)
Delaware
+$44.6M
3
Goldman Sachs
Goldman Sachs
New York
+$22.6M
4
WIM
Waverton Investment Management
United Kingdom
+$14.1M
5
OFG
OTA Financial Group
New York
+$7.91M

Top Sellers

Rank Fund Capital Flow
1
First Eagle Investment Management
First Eagle Investment Management
New York
-$71.7M
2
ICM
Ionic Capital Management
New York
-$8.81M
3
BIA
Biondo Investment Advisors
Pennsylvania
-$6.66M
4
VOAM
Vertex One Asset Management
British Columbia, Canada
-$4.69M
5
BWA
Brave Warrior Advisors
New York
-$4.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$223K +9,516 New
YP
55
Yellowstone Partners
Idaho
$229K +$218K +9,300 New
AG
56
Advisor Group
Arizona
$210K -$15.2K -650 -7%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$160K +$152K +6,481 New
BA
58
BlackRock Advisors
Delaware
$142K -$122K -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 – – –
HCM
62
Highlander Capital Management
New Jersey
$26K -$23.5K -1,000 -48%
FG
63
Fiduciary Group
Georgia
$25K – – –
CG
64
Cutler Group
California
$17K – – –
PVH
65
Psagot Value Holdings
Israel
$15K -$9.38K -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 -$176K -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
JMPWA
71
JP 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
1 2
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JPM.WS Hedge Fund Activity: Q3 2016 in Review

66 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q3 2016, worth a combined $709M — up 40% from $506M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JPM.WS and 8 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 7 added.

The largest buyer was CI Investments Inc, opening a new position worth an estimated $129M. The largest seller was First Eagle Investment Management, exiting entirely with an estimated $71.7M sold.

  • 66 institutional investors held JPMorgan Chase (JPM.WS) as of Q3 2016, down from 69 in Q2 2016.
  • Funds reported $709M of JPMorgan Chase stock for Q3 2016, up 40% quarter-over-quarter.
  • 8 funds opened new JPMorgan Chase positions in Q3 2016 and 11 closed out, a net change of -3 holders.
  • The largest JPMorgan Chase buyer in Q3 2016 was CI Investments Inc, an estimated $129M added.
  • The largest JPMorgan Chase seller in Q3 2016 was First Eagle Investment Management, an estimated $71.7M sold.

Based on aggregated 13F filings for Q3 2016.