JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
58 hedge funds and large institutions have $791M invested in JPMorgan Chase in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 10 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
5% less funds holding
Funds holding: 61 → 58 (-3)
8% less capital invested
Capital invested by funds: $862M → $791M (-$70.5M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$21.7M |
| 2 |
ACI
AB CarVal Investors
Minneapolis,
Minnesota
|
+$9.99M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$9.35M |
| 4 |
KIA
King Investment Advisors
Houston,
Texas
|
+$3.05M |
| 5 |
WFI
West Family Investments
Carlsbad,
California
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Chou Associates Management
Toronto,
Ontario, Canada
|
-$22.8M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$15.4M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$10.2M |
| 4 |
C
Consulta
London,
United Kingdom
|
-$9.85M |
| 5 |
ZDA
Zweig-DiMenna Associates
New York
|
-$4.35M |
JPM.WS Hedge Fund Activity: Q2 2014 in Review
58 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q2 2014, worth a combined $791M — down 8.2% from $862M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JPM.WS and 8 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 15 added.
The largest buyer was Capital World Investors, adding an estimated $21.7M. The largest seller was Chou Associates Management, exiting entirely with an estimated $22.8M sold.
- 58 institutional investors held JPMorgan Chase (JPM.WS) as of Q2 2014, down from 61 in Q1 2014.
- Funds reported $791M of JPMorgan Chase stock for Q2 2014, down 8.2% quarter-over-quarter.
- 8 funds opened new JPMorgan Chase positions in Q2 2014 and 10 closed out, a net change of -2 holders.
- The largest JPMorgan Chase buyer in Q2 2014 was Capital World Investors, an estimated $21.7M added.
- The largest JPMorgan Chase seller in Q2 2014 was Chou Associates Management, an estimated $22.8M sold.
Based on aggregated 13F filings for Q2 2014.