JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
51 hedge funds and large institutions have $611M invested in JPMorgan Chase in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 24 reducing their positions, and 6 closing their positions.
19% more capital invested
Capital invested by funds: $512M → $611M (+$99.3M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
7% less funds holding
Funds holding: 55 → 51 (-4)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
79% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFG
OTA Financial Group
Purchase,
New York
|
+$31.3M |
| 2 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$430K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$183K |
| 4 |
ACM
Adalta Capital Management
New York
|
+$91.6K |
| 5 |
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
+$60.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Chou Associates Management
Toronto,
Ontario, Canada
|
-$12M |
| 2 |
MVP
Miller Value Partners
Sarasota,
Florida
|
-$10.9M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$5.83M |
| 4 |
GPC
Guardian Point Capital
Charlottesville,
Virginia
|
-$5.41M |
| 5 |
VIA
Vantis Investment Advisers
Miami,
Florida
|
-$3.75M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FG
51
Fiduciary Group
Savannah,
Georgia
| $40K | -$37.5K | -625 | -51% |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| $9K | -$27.9K | -464 | -77% |
|
|
WIM
53
Waverton Investment Management
London,
United Kingdom
| – | -$501K | -500,000 | Closed |
|
|
54
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$5.83M | -107,850 | Closed |
|
|
GPC
55
Guardian Point Capital
Charlottesville,
Virginia
| – | -$5.41M | -100,000 | Closed |
|
56
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$487K | -9,009 | Closed |
|
|
SBCM
57
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| – | -$405K | -7,500 | Closed |
|
|
SPIA
58
Steward Partners Investment Advisory
New York
| – | -$14K | -270 | Closed |
|
JPM.WS Hedge Fund Activity: Q4 2017 in Review
51 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q4 2017, worth a combined $611M — up 19% from $512M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JPM.WS and 2 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 5 added.
The largest buyer was OTA Financial Group, adding an estimated $31.3M. The largest seller was Chou Associates Management, cutting an estimated $12M.
- 51 institutional investors held JPMorgan Chase (JPM.WS) as of Q4 2017, down from 55 in Q3 2017.
- Funds reported $611M of JPMorgan Chase stock for Q4 2017, up 19% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase positions in Q4 2017 and 6 closed out, a net change of -4 holders.
- The largest JPMorgan Chase buyer in Q4 2017 was OTA Financial Group, an estimated $31.3M added.
- The largest JPMorgan Chase seller in Q4 2017 was Chou Associates Management, an estimated $12M sold.
Based on aggregated 13F filings for Q4 2017.