We are live on ! Find out more
JPM.WS

JPMorgan Chase
JPM.WS

Delisted

JPM.WS was delisted on the 23rd of October, 2018.

Back to rankings

57 hedge funds and large institutions have $703M invested in JPMorgan Chase in 2013 Q2 according to their latest regulatory filings, with 57 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+57
Holders Change %
–
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
57
Increased
–
Reduced
–
Closed
–
Calls
$7.03M
Puts
–
Net Calls
+$7.03M
Net Calls Change
+$7.03M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$244M +$229M +15,614,271 New
First Eagle Investment Management
2
First Eagle Investment Management
New York
$130M +$122M +8,358,313 New
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$115M +$108M +7,358,713 New
MVP
4
Miller Value Partners
Florida
$35.7M +$33.5M +2,286,200 New
PI
5
Putnam Investments
Massachusetts
$18.2M +$17.1M +1,163,842 New
CAM
6
Chou Associates Management
Ontario, Canada
$17.6M +$16.5M +1,126,347 New
BIA
7
Biondo Investment Advisors
Pennsylvania
$16.9M +$15.9M +1,082,947 New
BRC
8
Blue Ridge Capital
New York
$14.6M +$13.7M +933,000 New
FCM
9
Fairholme Capital Management
Florida
$11.8M +$11M +753,300 New
UCFA
10
United Capital Financial Advisors
Texas
$11.2M +$10.6M +720,676 New
SPC
11
Silver Point Capital
Connecticut
$9.98M +$9.38M +640,000 New
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$9.61M +$9.03M +616,200 New
C
13
Consulta
United Kingdom
$7.6M +$7.14M +487,400 New
NGA
14
New Generation Advisors
Massachusetts
$7.16M +$6.72M +458,861 New
BCM
15
Basswood Capital Management
New York
$6.93M +$6.51M +444,500 New
ZDA
16
Zweig-DiMenna Associates
New York
$6.07M +$5.7M +389,165 New
ZA
17
Zazove Associates
Nevada
$4.95M – – –
ACI
18
AB CarVal Investors
Minnesota
$3.97M +$3.73M +254,500 New
MCTIC
19
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.32M +$3.11M +212,550 New
IGIM
20
I.G. Investment Management
Manitoba, Canada
$2.82M +$2.65M +181,046 New
GRQ
21
Gardner Russo & Quinn
Pennsylvania
$2.35M +$2.21M +150,750 New
CA
22
Continental Advisors
Utah
$2.33M +$2.19M +149,385 New
Wellington Management Group
23
Wellington Management Group
Massachusetts
$2.05M +$1.93M +131,500 New
BC
24
Brookfield Corp
Ontario, Canada
$1.56M +$147K +10,000 New
U
25
UBS
Switzerland
$1.46M +$1.37M +93,785 New
1
2 3

JPM.WS Hedge Fund Activity: Q2 2013 in Review

57 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q2 2013, worth a combined $703M.

Buyers outnumbered sellers: 57 funds opened new JPM.WS positions and 0 closed out — a net gain of 57 holders — while 0 added to existing stakes and 0 trimmed.

  • 57 institutional investors held JPMorgan Chase (JPM.WS) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $703M of JPMorgan Chase stock for Q2 2013.
  • 57 funds opened new JPMorgan Chase positions in Q2 2013 and 0 closed out, a net change of +57 holders.

Based on aggregated 13F filings for Q2 2013.