JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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53 hedge funds and large institutions have $766M invested in JPMorgan Chase in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 10 closing their positions.

Holders
53
Holders Change
-4
Holders Change %
-7.02%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
6
Increased
16
Reduced
10
Closed
10
Calls
$24.1M
Puts
–
Net Calls
+$24.1M
Net Calls Change
+$17.1M

Top Buyers

1
M2MC
1
Matthew 25 Management Corp
Pennsylvania
$32M
2
BCM
2
Basswood Capital Management
New York
$14.2M
3
ZA
3
Zazove Associates
Nevada
$5.32M
4
SFG
4
Sather Financial Group
Texas
$3.91M
5
U
5
UBS
Switzerland
$4.37M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$93.3M
2
NGA
2
New Generation Advisors
Massachusetts
$0
3
MCTIC
3
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.54M
4
ZDA
4
Zweig-DiMenna Associates
New York
$3.64M
5
AIM
5
AMI Investment Management
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$264M 15,744,271 +130,000 +0.8%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$142M 8,472,051 +113,738 +1%
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$93.3M 5,566,048 -1,792,665 -24%
MVP
4
Miller Value Partners
Florida
$39.7M 2,367,475 +81,275 +4%
M2MC
5
Matthew 25 Management Corp
Pennsylvania
$32M 619,500 +554,500 +853%
PI
6
Putnam Investments
Massachusetts
$19.5M 1,163,842 – –
CAM
7
Chou Associates Management
Ontario, Canada
$18.9M 1,126,347 – –
BIA
8
Biondo Investment Advisors
Pennsylvania
$17.5M 1,042,007 -40,940 -4%
BRC
9
Blue Ridge Capital
New York
$15.6M 933,000 – –
BCM
10
Basswood Capital Management
New York
$14.2M 848,349 +403,849 +91%
FCM
11
Fairholme Capital Management
Florida
$12.6M 753,300 – –
UCFA
12
United Capital Financial Advisors
Texas
$12.5M 743,276 +22,600 +3%
SPC
13
Silver Point Capital
Connecticut
$10.7M 640,000 – –
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$10.3M 616,200 – –
C
15
Consulta
United Kingdom
$8.17M 487,400 – –
ACI
16
AB CarVal Investors
Minnesota
$6.36M 379,500 +125,000 +49%
ZA
17
Zazove Associates
Nevada
$5.32M 317,463 +317,463 New
U
18
UBS
Switzerland
$4.37M 260,851 +167,066 +178%
SFG
19
Sather Financial Group
Texas
$3.91M 233,355 +233,355 New
ZDA
20
Zweig-DiMenna Associates
New York
$3.64M 217,000 -172,165 -44%
MCTIC
21
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – -212,550 Closed
IGIM
22
I.G. Investment Management
Manitoba, Canada
$2.86M 170,768 -10,278 -6%
GRQ
23
Gardner Russo & Quinn
Pennsylvania
$2.53M 150,750 – –
CA
24
Continental Advisors
Utah
$2.5M 149,385 – –
Wellington Management Group
25
Wellington Management Group
Massachusetts
$1.87M 111,418 -20,082 -15%
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