JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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58 hedge funds and large institutions have $806M invested in JPMorgan Chase in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
4
Increased
12
Reduced
11
Closed
4
Calls
$10.5M
Puts
–
Net Calls
+$10.5M
Net Calls Change
+$705K

Top Buyers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$351M
2
AIM
2
AMI Investment Management
Indiana
$1.84M
3
MVP
3
Miller Value Partners
Florida
$50.5M
4
GRQ
4
Gardner Russo & Quinn
Pennsylvania
$3.64M
5
CCM
5
Cutler Capital Management
Massachusetts
$1.66M

Top Sellers

1
SCM
1
Sirios Capital Management
Massachusetts
$0
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$7.43M
4
BIA
4
Biondo Investment Advisors
Pennsylvania
$17.7M
5
PI
5
Putnam Investments
Massachusetts
$8.65M
Name Market Value Shares Shares
Change 		Shares
Change %
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$351M 17,476,571 +272,800 +2%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$175M 8,688,791 +5,693 +0.1%
MVP
3
Miller Value Partners
Florida
$50.5M 2,513,450 +76,900 +3%
Capital World Investors
4
Capital World Investors
California
$47.3M 2,350,000 – –
BRC
5
Blue Ridge Capital
New York
$18.8M 933,000 – –
ACI
6
AB CarVal Investors
Minnesota
$18.6M 926,675 – –
BIA
7
Biondo Investment Advisors
Pennsylvania
$17.7M 878,448 -58,447 -6%
FCM
8
Fairholme Capital Management
Florida
$15.1M 753,300 – –
SPC
9
Silver Point Capital
Connecticut
$12.9M 640,000 – –
UCFA
10
United Capital Financial Advisors
Texas
$10.9M 541,000 -16,251 -3%
PI
11
Putnam Investments
Massachusetts
$8.65M 430,033 -50,000 -10%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$7.43M 369,300 -246,900 -40%
U
13
UBS
Switzerland
$6.68M 331,981 +14,011 +4%
ZA
14
Zazove Associates
Nevada
$6.32M 314,163 – –
SFG
15
Sather Financial Group
Texas
$5.63M 279,930 -3,800 -1%
TCA
16
Teewinot Capital Advisers
New York
$4.34M 215,700 – –
MCTIC
17
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – – –
GRQ
18
Gardner Russo & Quinn
Pennsylvania
$3.64M 180,750 +30,000 +20%
KIA
19
King Investment Advisors
Texas
$3.15M 156,430 -4,665 -3%
M2MC
20
Matthew 25 Management Corp
Pennsylvania
$3.12M 155,000 +13,000 +9%
CA
21
Continental Advisors
Utah
$3M 149,385 – –
CCP
22
Centaur Capital Partners
Texas
$2.97M 147,500 -7,500 -5%
SM
23
Salzhauer Michael
$2.57M 132,139 – –
PCA
24
PL Capital Advisors
Florida
$2.22M 110,500 – –
WFI
25
West Family Investments
California
$2.19M 108,800 – –
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