JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
68 hedge funds and large institutions have $568M invested in JPMorgan Chase in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 7 closing their positions.
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
1% less funds holding
Funds holding: 69 → 68 (-1)
19% less capital invested
Capital invested by funds: $699M → $568M (-$130M)
36% less funds holding in top 10
Funds holding in top 10: 11 → 7 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
+$25M |
| 2 |
ICM
Ionic Capital Management
New York
|
+$9.3M |
| 3 |
MG
Magnolia Group
Omaha,
Nebraska
|
+$7.49M |
| 4 |
OFG
OTA Financial Group
Purchase,
New York
|
+$6.11M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$5.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$5.33M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.16M |
| 3 |
MVP
Miller Value Partners
Sarasota,
Florida
|
-$2.58M |
| 4 |
MCM
Maltese Capital Management
New York
|
-$2.49M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$2.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Bessemer Group
Woodbridge,
New Jersey
| – | -$416K | -17,579 | Closed |
|
|
NAM
77
North American Management
Boston,
Massachusetts
| – | -$314K | -13,251 | Closed |
|
|
OC
78
Oppenheimer & Co
New York
| – | -$201K | -8,516 | Closed |
|
|
AFP
79
Ausdal Financial Partners
Davenport,
Iowa
| – | -$24K | -1,000 | Closed |
|
JPM.WS Hedge Fund Activity: Q1 2016 in Review
68 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q1 2016, worth a combined $568M — down 19% from $699M a quarter earlier.
Fund positioning in JPM.WS was balanced in Q1 2016: 7 funds opened new positions, 7 closed out, 18 added to existing stakes and 19 trimmed.
The largest buyer was Ruane, Cunniff & Goldfarb, opening a new position worth an estimated $25M. The largest seller was Neuberger Berman Group, cutting an estimated $5.33M.
- 68 institutional investors held JPMorgan Chase (JPM.WS) as of Q1 2016, down from 69 in Q4 2015.
- Funds reported $568M of JPMorgan Chase stock for Q1 2016, down 19% quarter-over-quarter.
- 7 funds opened new JPMorgan Chase positions in Q1 2016 and 7 closed out, a net change of 0 holders.
- The largest JPMorgan Chase buyer in Q1 2016 was Ruane, Cunniff & Goldfarb, an estimated $25M added.
- The largest JPMorgan Chase seller in Q1 2016 was Neuberger Berman Group, an estimated $5.33M sold.
Based on aggregated 13F filings for Q1 2016.