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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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59 hedge funds and large institutions have $589M invested in JPMorgan Chase in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 61 → 59 (-2)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

17% less capital invested

Capital invested by funds: $708M → $589M (-$119M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

57% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 23

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.47%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.22%
New
4
Increased
10
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BIA
Biondo Investment Advisors
Pennsylvania
+$16.1M
2
MCM
Maltese Capital Management
New York
+$4.78M
3
PCM
Parsons Capital Management
Rhode Island
+$2.54M
4
SM
Salzhauer Michael
+$779K
5
TCA
Teewinot Capital Advisers
New York
+$683K

Top Sellers

Rank Fund Capital Flow
1
RCG
Ruane, Cunniff & Goldfarb
New York
-$37.3M
2
OFG
OTA Financial Group
New York
-$27.3M
3
CAM
Chou Associates Management
Ontario, Canada
-$23.3M
4
BWA
Brave Warrior Advisors
New York
-$16.5M
5
UCFA
United Capital Financial Advisors
Texas
-$9.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
51
Advisor Group
Arizona
$260K -$25K -535 -9%
CWM
52
Circle Wealth Management
New Jersey
$235K – – –
Brown Advisory
53
Brown Advisory
Maryland
$232K – – –
DADC
54
D.A. Davidson & Co
Montana
$219K – – –
OC
55
Oppenheimer & Co
New York
$218K -$24.6K -528 -10%
Creative Planning
56
Creative Planning
Kansas
$195K – – –
FG
57
Fiduciary Group
Georgia
$57K +$10.5K +225 +23%
HCM
58
Highlander Capital Management
New Jersey
$49K – – –
CG
59
Cutler Group
California
$32K – – –
Twin Tree Management
60
Twin Tree Management
Texas
$3K -$6.43M -137,834 -100%
AIM
61
AMI Investment Management
Indiana
– -$4.01M -90,620 Closed
OA
62
Oxbow Advisors
Texas
– -$2.94M -66,325 Closed
CA
63
Continental Advisors
Utah
– -$821K -18,545 Closed
PC
64
Pecaut & Co
Iowa
– -$221K -5,000 Closed
ES
65
Equitec Specialists
Illinois
– -$22K -507 Closed
WEC
66
Winslow Evans & Crocker
Massachusetts
– -$8.85K -200 Closed
1 2
3

JPM.WS Hedge Fund Activity: Q1 2017 in Review

59 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q1 2017, worth a combined $589M — down 17% from $708M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JPM.WS and 4 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 10 added.

The largest buyer was Biondo Investment Advisors, adding an estimated $16.1M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $37.3M.

  • 59 institutional investors held JPMorgan Chase (JPM.WS) as of Q1 2017, down from 61 in Q4 2016.
  • Funds reported $589M of JPMorgan Chase stock for Q1 2017, down 17% quarter-over-quarter.
  • 4 funds opened new JPMorgan Chase positions in Q1 2017 and 6 closed out, a net change of -2 holders.
  • The largest JPMorgan Chase buyer in Q1 2017 was Biondo Investment Advisors, an estimated $16.1M added.
  • The largest JPMorgan Chase seller in Q1 2017 was Ruane, Cunniff & Goldfarb, an estimated $37.3M sold.

Based on aggregated 13F filings for Q1 2017.