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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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55 hedge funds and large institutions have $512M invested in JPMorgan Chase in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

9% less capital invested

Capital invested by funds: $560M → $512M (-$48.3M)

11% less funds holding

Funds holding: 62 → 55 (-7)

57% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 21

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
55
Holders Change
-7
Holders Change %
-11.29%
% of All Funds
1.37%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
3
Increased
9
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$16.6M
2
OFG
OTA Financial Group
New York
+$6.08M
3
CCM
Concourse Capital Management
Georgia
+$1.31M
4
Bank of America
Bank of America
North Carolina
+$1.02M
5
WAM
Wolverine Asset Management
Illinois
+$782K

Top Sellers

Rank Fund Capital Flow
1
BWA
Brave Warrior Advisors
New York
-$54.5M
2
CAM
Chou Associates Management
Ontario, Canada
-$13.2M
3
SBCM
Schwerin Boyle Capital Management
Massachusetts
-$9.93M
4
MG
Magnolia Group
Nebraska
-$7.25M
5
MVP
Miller Value Partners
Florida
-$6.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
FG
51
Fiduciary Group
Georgia
$66K – – –
HCM
52
Highlander Capital Management
New Jersey
$57K – – –
CG
53
Cutler Group
California
$37K – – –
TRCT
54
Tower Research Capital (TRC)
New York
$32K +$30.5K +600 New
SPIA
55
Steward Partners Investment Advisory
New York
$14K – – –
WFI
56
West Family Investments
California
$1.9K – – –
BWA
57
Brave Warrior Advisors
New York
– -$54.5M -1,083,231 Closed
MG
58
Magnolia Group
Nebraska
– -$7.25M -144,236 Closed
CC
59
Cannell & Co
New York
– -$1.82M -36,125 Closed
PCM
60
Parsons Capital Management
Rhode Island
– -$987K -19,620 Closed
UCFA
61
United Capital Financial Advisors
Texas
– -$985K -19,590 Closed
DI
62
Dalton Investments
Nevada
– -$689K -13,710 Closed
IFWM
63
Institute for Wealth Management
Colorado
– -$360K -7,165 Closed
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
– -$262K -5,200 Closed
Brown Advisory
65
Brown Advisory
Maryland
– -$251K -5,000 Closed
PC
66
Pecaut & Co
Iowa
– -$201K -4,000 Closed
1 2
3

JPM.WS Hedge Fund Activity: Q3 2017 in Review

55 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q3 2017, worth a combined $512M — down 8.6% from $560M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JPM.WS and 3 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 9 added.

The largest buyer was Capital World Investors, adding an estimated $16.6M. The largest seller was Brave Warrior Advisors, exiting entirely with an estimated $54.5M sold.

  • 55 institutional investors held JPMorgan Chase (JPM.WS) as of Q3 2017, down from 62 in Q2 2017.
  • Funds reported $512M of JPMorgan Chase stock for Q3 2017, down 8.6% quarter-over-quarter.
  • 3 funds opened new JPMorgan Chase positions in Q3 2017 and 10 closed out, a net change of -7 holders.
  • The largest JPMorgan Chase buyer in Q3 2017 was Capital World Investors, an estimated $16.6M added.
  • The largest JPMorgan Chase seller in Q3 2017 was Brave Warrior Advisors, an estimated $54.5M sold.

Based on aggregated 13F filings for Q3 2017.