JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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62 hedge funds and large institutions have $560M invested in JPMorgan Chase in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.55%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
7
Increased
11
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.42M
2
CCM
2
Concourse Capital Management
Georgia
$3.39M
3
Bank of America
3
Bank of America
North Carolina
$1.89M
4
MCM
4
Maltese Capital Management
New York
$7.01M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$262K

Top Sellers

1
VIA
1
Vantis Investment Advisers
Florida
$13.6M
2
BIA
2
Biondo Investment Advisors
Pennsylvania
$13.6M
3
BWA
3
Brave Warrior Advisors
New York
$54.5M
4
HP
4
Hosking Partners
United Kingdom
$10.2M
5
UCFA
5
United Capital Financial Advisors
Texas
$985K
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
51
Circle Wealth Management
New Jersey
$264K 5,247 +100 +2%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$262K 5,200 -2,500 -32%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$262K 5,200 +5,200 New
Brown Advisory
54
Brown Advisory
Maryland
$251K 5,000 – –
DADC
55
D.A. Davidson & Co
Montana
$244K 4,858 +108 +2%
OC
56
Oppenheimer & Co
New York
$237K 4,707 -3 -0.1%
Creative Planning
57
Creative Planning
Kansas
$211K 4,200 – –
PC
58
Pecaut & Co
Iowa
$201K 4,000 +4,000 New
PCM
59
Prelude Capital Management
New York
$146K 2,900 +2,900 New
FG
60
Fiduciary Group
Georgia
$62K 1,225 – –
HCM
61
Highlander Capital Management
New Jersey
$55K 1,063 – –
CG
62
Cutler Group
California
$35K 699 – –
SPIA
63
Steward Partners Investment Advisory
New York
$13K 270 +270 New
WAM
64
Wolverine Asset Management
Illinois
– – -61,337 Closed
ACPU
65
Arrowgrass Capital Partners (US)
Delaware
– – -10,000 Closed
CWM
66
Concert Wealth Management
California
– – -7,433 Closed
Twin Tree Management
67
Twin Tree Management
Texas
– – -66 Closed
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