JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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61 hedge funds and large institutions have $708M invested in JPMorgan Chase in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 4 increasing their positions, 31 reducing their positions, and 17 closing their positions.

Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
1.53%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.25%
New
13
Increased
4
Reduced
31
Closed
17
Calls
$4.48M
Puts
–
Net Calls
+$4.48M
Net Calls Change
-$2.27M

Top Buyers

1
VIA
1
Vantis Investment Advisers
Florida
$70M
2
Capital World Investors
2
Capital World Investors
California
$150M
3
CIM
3
Courant Investment Management
Tennessee
$15.8M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$3.11M
5
WIM
5
Wittenberg Investment Management
Massachusetts
$2.15M

Top Sellers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$0
2
BWA
2
Brave Warrior Advisors
New York
$72.6M
3
ACPU
3
Arrowgrass Capital Partners (US)
Delaware
$443K
4
MG
4
Magnolia Group
Nebraska
$7.23M
5
MVP
5
Miller Value Partners
Florida
$76.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$249K 6,481 – –
OC
52
Oppenheimer & Co
New York
$232K 5,238 +5,238 New
CWM
53
Circle Wealth Management
New Jersey
$228K 5,147 +5,147 New
Brown Advisory
54
Brown Advisory
Maryland
$221K 5,000 -6,000 -55%
PC
55
Pecaut & Co
Iowa
$221K 5,000 +5,000 New
DADC
56
D.A. Davidson & Co
Montana
$210K 4,750 +4,750 New
Creative Planning
57
Creative Planning
Kansas
$186K 4,200 – –
HCM
58
Highlander Capital Management
New Jersey
$47K 1,063 – –
FG
59
Fiduciary Group
Georgia
$44K 1,000 – –
CG
60
Cutler Group
California
$30K 699 – –
ES
61
Equitec Specialists
Illinois
$22K 507 -288,043 -100%
WEC
62
Winslow Evans & Crocker
Massachusetts
$8.85K 200 – –
CI Investments Inc
63
CI Investments Inc
Ontario, Canada
– – -5,501,398 Closed
Goldman Sachs
64
Goldman Sachs
New York
– – -990,782 Closed
Citadel Advisors
65
Citadel Advisors
Florida
– – -305,715 Closed
ICM
66
Ionic Capital Management
New York
– – -214,560 Closed
CIC
67
Chilton Investment Company
Connecticut
– – -50,300 Closed
RJFSA
68
Raymond James Financial Services Advisors
Florida
– – -48,242 Closed
BMO
69
Beck Mack & Oliver
New York
– – -41,000 Closed
CCP
70
Centaur Capital Partners
Texas
– – -38,000 Closed
LCS
71
Levin Capital Strategies
New York
– – -20,062 Closed
Mariner
72
Mariner
Kansas
– – -12,875 Closed
GF
73
Gabelli Funds
New York
– – -10,500 Closed
FPA
74
First Pacific Advisors
California
– – -10,000 Closed
VKH
75
Virtu KCG Holdings
New York
– – -9,516 Closed
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