JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
69 hedge funds and large institutions have $699M invested in JPMorgan Chase in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
83% more funds holding in top 10
Funds holding in top 10: 6 → 11 (+5)
21% more funds holding
Funds holding: 57 → 69 (+12)
14% more capital invested
Capital invested by funds: $610M → $699M (+$88.4M)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MVP
Miller Value Partners
Sarasota,
Florida
|
+$4.4M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$4M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$2.11M |
| 4 |
Neuberger Berman Group
New York
|
+$1.88M |
| 5 |
WFI
West Family Investments
Carlsbad,
California
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
-$35.6M |
| 2 |
First Eagle Investment Management
New York
|
-$12.6M |
| 3 |
VOAM
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
-$1.39M |
| 4 |
CCP
Centaur Capital Partners
Southlake,
Texas
|
-$1.37M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$791K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Goldman Sachs
New York
| – | -$465K | -23,361 | Closed |
|
|
BIM
77
BlackRock Investment Management
Wilmington,
Delaware
| – | -$20K | -1,000 | Closed |
|
JPM.WS Hedge Fund Activity: Q4 2015 in Review
69 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q4 2015, worth a combined $699M — up 14% from $610M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JPM.WS positions and 4 closed out — a net gain of 12 holders — while 15 added to existing stakes and 16 trimmed.
The largest buyer was Miller Value Partners, adding an estimated $4.4M. The largest seller was Sirios Capital Management, cutting an estimated $35.6M.
- 69 institutional investors held JPMorgan Chase (JPM.WS) as of Q4 2015, up from 57 in Q3 2015.
- Funds reported $699M of JPMorgan Chase stock for Q4 2015, up 14% quarter-over-quarter.
- 16 funds opened new JPMorgan Chase positions in Q4 2015 and 4 closed out, a net change of +12 holders.
- The largest JPMorgan Chase buyer in Q4 2015 was Miller Value Partners, an estimated $4.4M added.
- The largest JPMorgan Chase seller in Q4 2015 was Sirios Capital Management, an estimated $35.6M sold.
Based on aggregated 13F filings for Q4 2015.