JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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69 hedge funds and large institutions have $699M invested in JPMorgan Chase in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
69
Holders Change
+12
Holders Change %
+21.05%
% of All Funds
1.81%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.29%
New
16
Increased
15
Reduced
16
Closed
4
Calls
$5.97M
Puts
–
Net Calls
+$5.97M
Net Calls Change
-$1.23M

Top Buyers

1
MG
1
Magnolia Group
Nebraska
$9.7M
2
MVP
2
Miller Value Partners
Florida
$63.9M
3
WAM
3
Wolverine Asset Management
Illinois
$10.1M
4
GPC
4
Guardian Point Capital
Virginia
$4.03M
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$2.16M

Top Sellers

1
SCM
1
Sirios Capital Management
Massachusetts
$6.37M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$85.1M
3
VOAM
3
Vertex One Asset Management
British Columbia, Canada
$25.9M
4
CCP
4
Centaur Capital Partners
Texas
$0
5
Bank of America
5
Bank of America
North Carolina
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$163M 6,864,697 -30,300 -0.4%
BWA
2
Brave Warrior Advisors
New York
$110M 4,655,095 +7,600 +0.2%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$85.1M 3,590,271 -541,773 -13%
MVP
4
Miller Value Partners
Florida
$63.9M 2,696,725 +189,850 +8%
Capital World Investors
5
Capital World Investors
California
$55.7M 2,350,000 – –
VOAM
6
Vertex One Asset Management
British Columbia, Canada
$25.9M 1,091,379 -60,000 -5%
DI
7
Dalton Investments
Nevada
$21.5M 90,710 – –
BIA
8
Biondo Investment Advisors
Pennsylvania
$16.6M 700,610 -5,385 -0.8%
UCFA
9
United Capital Financial Advisors
Texas
$14.9M 628,215 -2,650 -0.4%
SBCM
10
Schwerin Boyle Capital Management
Massachusetts
$10.9M 458,053 – –
WAM
11
Wolverine Asset Management
Illinois
$10.1M 423,587 +172,359 +69%
MG
12
Magnolia Group
Nebraska
$9.7M 358,594 +358,594 New
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$8.75M 369,300 – –
Neuberger Berman Group
14
Neuberger Berman Group
New York
$8.06M 340,375 +81,150 +31%
UBS Group
15
UBS Group
Switzerland
$7.72M 325,797 +1,907 +0.6%
CCM
16
Concourse Capital Management
Georgia
$6.54M 276,080 -32,433 -11%
SCM
17
Sirios Capital Management
Massachusetts
$6.37M 268,884 -1,532,905 -85%
TCA
18
Teewinot Capital Advisers
New York
$5.11M 215,700 – –
GRQ
19
Gardner Russo & Quinn
Pennsylvania
$4.75M 200,350 -400 -0.2%
OTPPB
20
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.61M 194,450 +25,000 +15%
GPC
21
Guardian Point Capital
Virginia
$4.03M 170,000 +170,000 New
BMO
22
Beck Mack & Oliver
New York
$3.88M 163,900 -6,000 -4%
M2MC
23
Matthew 25 Management Corp
Pennsylvania
$3.67M 155,000 – –
OA
24
Oxbow Advisors
Texas
$3.41M 144,075 -1,370 -0.9%
SM
25
Salzhauer Michael
$3.28M 138,406 +1,367 +1%
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