JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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61 hedge funds and large institutions have $862M invested in JPMorgan Chase in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
61
Holders Change
–
Holders Change %
0%
% of All Funds
1.76%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
9
Increased
12
Reduced
10
Closed
9
Calls
$30.7M
Puts
–
Net Calls
+$30.7M
Net Calls Change
-$6.12M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$24.3M
2
SCM
2
Sirios Capital Management
Massachusetts
$19.7M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$338M
4
ACI
4
AB CarVal Investors
Minnesota
$7.87M
5
SCC
5
Second Curve Capital
Pennsylvania
$3.54M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$34.2M
2
BCM
2
Bluefin Capital Management
New York
$0
3
BCM
3
Basswood Capital Management
New York
$0
4
DI
4
Dalton Investments
Nevada
$0
5
IGIM
5
I.G. Investment Management
Manitoba, Canada
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$338M 16,709,571 +670,600 +4%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$174M 8,635,748 +43,547 +0.5%
MVP
3
Miller Value Partners
Florida
$49.8M 2,462,950 +2,100 +0.1%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$34.2M 1,693,582 -2,810,166 -62%
Capital World Investors
5
Capital World Investors
California
$24.3M 1,204,007 +1,204,007 New
CAM
6
Chou Associates Management
Ontario, Canada
$22.8M 1,126,347 – –
PI
7
Putnam Investments
Massachusetts
$20.6M 1,018,842 – –
SCM
8
Sirios Capital Management
Massachusetts
$19.7M 972,994 +972,994 New
BIA
9
Biondo Investment Advisors
Pennsylvania
$19.3M 955,008 -11,358 -1%
BRC
10
Blue Ridge Capital
New York
$18.8M 933,000 – –
FCM
11
Fairholme Capital Management
Florida
$15.2M 753,300 – –
SPC
12
Silver Point Capital
Connecticut
$12.9M 640,000 – –
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$12.4M 616,200 – –
UCFA
14
United Capital Financial Advisors
Texas
$11.3M 558,251 -7,825 -1%
C
15
Consulta
United Kingdom
$9.85M 487,400 – –
ACI
16
AB CarVal Investors
Minnesota
$7.87M 398,675 +398,675 New
ZA
17
Zazove Associates
Nevada
$6.35M 314,163 -3,300 -1%
U
18
UBS
Switzerland
$5.59M 276,525 +12,746 +5%
SFG
19
Sather Financial Group
Texas
$4.67M 231,205 – –
MCTIC
20
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – – –
TCA
21
Teewinot Capital Advisers
New York
$4.36M 215,700 – –
ZDA
22
Zweig-DiMenna Associates
New York
$4.35M 215,155 – –
SCC
23
Second Curve Capital
Pennsylvania
$3.54M 175,000 +175,000 New
GRQ
24
Gardner Russo & Quinn
Pennsylvania
$3.05M 150,750 – –
CA
25
Continental Advisors
Utah
$3.02M 149,385 – –
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