JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
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.
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
2% more capital invested
Capital invested by funds: $791M → $806M (+$14.5M)
0% more funds holding
Funds holding: 58 → 58 (0)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$5.28M |
| 2 |
AIM
AMI Investment Management
Kendallville,
Indiana
|
+$1.77M |
| 3 |
MVP
Miller Value Partners
Sarasota,
Florida
|
+$1.49M |
| 4 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
|
+$581K |
| 5 |
CCM
Cutler Capital Management
Worcester,
Massachusetts
|
+$438K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
-$20.1M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$17M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$4.78M |
| 4 |
BIA
Biondo Investment Advisors
Milford,
Pennsylvania
|
-$1.13M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$968K |
JPM.WS Hedge Fund Activity: Q3 2014 in Review
58 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q3 2014, worth a combined $806M — up 1.8% from $791M a quarter earlier.
Fund positioning in JPM.WS was balanced in Q3 2014: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 11 trimmed.
The largest buyer was CI Investments Inc, adding an estimated $5.28M. The largest seller was Sirios Capital Management, exiting entirely with an estimated $20.1M sold.
- 58 institutional investors held JPMorgan Chase (JPM.WS) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $806M of JPMorgan Chase stock for Q3 2014, up 1.8% quarter-over-quarter.
- 4 funds opened new JPMorgan Chase positions in Q3 2014 and 4 closed out, a net change of 0 holders.
- The largest JPMorgan Chase buyer in Q3 2014 was CI Investments Inc, an estimated $5.28M added.
- The largest JPMorgan Chase seller in Q3 2014 was Sirios Capital Management, an estimated $20.1M sold.
Based on aggregated 13F filings for Q3 2014.