JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
47 hedge funds and large institutions have $608M invested in JPMorgan Chase in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0% less capital invested
Capital invested by funds: $611M → $608M (-$2.86M)
8% less funds holding
Funds holding: 51 → 47 (-4)
56% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 18
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$7.87M |
| 2 |
MCM
Maltese Capital Management
New York
|
+$824K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$754K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$524K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$184K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOAM
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
-$9.8M |
| 2 |
OFG
OTA Financial Group
Purchase,
New York
|
-$5.56M |
| 3 |
M2MC
Matthew 25 Management Corp
Ambler,
Pennsylvania
|
-$5.1M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$4.67M |
| 5 |
BIA
Biondo Investment Advisors
Milford,
Pennsylvania
|
-$4.54M |
JPM.WS Hedge Fund Activity: Q1 2018 in Review
47 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q1 2018, worth a combined $608M — down 0.47% from $611M 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 18 trimmed existing stakes and 8 added.
The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $7.87M. The largest seller was Vertex One Asset Management, cutting an estimated $9.8M.
- 47 institutional investors held JPMorgan Chase (JPM.WS) as of Q1 2018, down from 51 in Q4 2017.
- Funds reported $608M of JPMorgan Chase stock for Q1 2018, down 0.47% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase positions in Q1 2018 and 6 closed out, a net change of -4 holders.
- The largest JPMorgan Chase buyer in Q1 2018 was Manulife (Manufacturers Life Insurance), an estimated $7.87M added.
- The largest JPMorgan Chase seller in Q1 2018 was Vertex One Asset Management, an estimated $9.8M sold.
Based on aggregated 13F filings for Q1 2018.