JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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57 hedge funds and large institutions have $808M invested in JPMorgan Chase in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
1.54%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
6
Increased
13
Reduced
14
Closed
4
Calls
$8.04M
Puts
–
Net Calls
+$8.04M
Net Calls Change
-$1.45M

Top Buyers

1
BWA
1
Brave Warrior Advisors
New York
$95.6M
2
VOAM
2
Vertex One Asset Management
British Columbia, Canada
$26.7M
3
WAM
3
Wolverine Asset Management
Illinois
$5.1M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$6.37M
5
SM
5
Southport Management
Wyoming
$2.97M

Top Sellers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$175M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$127M
3
SFG
3
Sather Financial Group
Texas
$0
4
ZA
4
Zazove Associates
Nevada
$1.91M
5
BIA
5
Biondo Investment Advisors
Pennsylvania
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$175M 7,090,771 -9,549,000 -57%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$127M 5,147,291 -3,541,500 -41%
BWA
3
Brave Warrior Advisors
New York
$95.6M 3,864,103 +1,179,096 +44%
MVP
4
Miller Value Partners
Florida
$62M 2,506,875 – –
Capital World Investors
5
Capital World Investors
California
$58.2M 2,350,000 – –
SCM
6
Sirios Capital Management
Massachusetts
$51M 2,061,097 +79,628 +4%
CAM
7
Chou Associates Management
Ontario, Canada
$27.9M 1,126,347 – –
VOAM
8
Vertex One Asset Management
British Columbia, Canada
$26.7M 1,077,116 +302,621 +39%
BRC
9
Blue Ridge Capital
New York
$23.1M 933,000 – –
BIA
10
Biondo Investment Advisors
Pennsylvania
$17.7M 714,551 -137,897 -16%
FCM
11
Fairholme Capital Management
Florida
$17.5M 706,300 -47,000 -6%
UCFA
12
United Capital Financial Advisors
Texas
$15.5M 627,138 +3,998 +0.6%
SBCM
13
Schwerin Boyle Capital Management
Massachusetts
$11.3M 458,053 +20,684 +5%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$9.14M 369,300 – –
UBS Group
15
UBS Group
Switzerland
$8.82M 356,307 -25,264 -7%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$6.37M 257,225 +190,375 +285%
TCA
17
Teewinot Capital Advisers
New York
$5.34M 215,700 – –
WAM
18
Wolverine Asset Management
Illinois
$5.1M 199,219 +199,219 New
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$5.02M 203,000 +106,000 +109%
GRQ
20
Gardner Russo & Quinn
Pennsylvania
$4.97M 200,750 +20,000 +11%
M2MC
21
Matthew 25 Management Corp
Pennsylvania
$3.84M 155,000 – –
OTPPB
22
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.83M 154,700 – –
BMO
23
Beck Mack & Oliver
New York
$3.44M 138,900 +47,300 +52%
SM
24
Salzhauer Michael
$3.27M 132,139 – –
SM
25
Southport Management
Wyoming
$2.97M 120,000 +120,000 New
1
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