JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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68 hedge funds and large institutions have $568M invested in JPMorgan Chase in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.81%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.19%
New
7
Increased
18
Reduced
19
Closed
7
Calls
$4.46M
Puts
–
Net Calls
+$4.46M
Net Calls Change
-$1.51M

Top Buyers

1
RCG
1
Ruane, Cunniff & Goldfarb
New York
$24.8M
2
ICM
2
Ionic Capital Management
New York
$9.22M
3
MG
3
Magnolia Group
Nebraska
$13.8M
4
OFG
4
OTA Financial Group
New York
$6.06M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$739K
2
UBS Group
2
UBS Group
Switzerland
$655K
3
MVP
3
Miller Value Partners
Florida
$45.2M
4
MCM
4
Maltese Capital Management
New York
$0
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$122M 6,892,198 +27,501 +0.4%
BWA
2
Brave Warrior Advisors
New York
$82.2M 4,643,248 -11,847 -0.3%
First Eagle Investment Management
3
First Eagle Investment Management
New York
$63.5M 3,590,271 – –
MVP
4
Miller Value Partners
Florida
$45.2M 2,552,325 -144,400 -5%
Capital World Investors
5
Capital World Investors
California
$41.6M 2,350,000 – –
RCG
6
Ruane, Cunniff & Goldfarb
New York
$24.8M 1,400,000 +1,400,000 New
CAM
7
Chou Associates Management
Ontario, Canada
$20M 1,126,347 – –
VOAM
8
Vertex One Asset Management
British Columbia, Canada
$17.6M 996,979 -94,400 -9%
MG
9
Magnolia Group
Nebraska
$13.8M 778,325 +419,731 +117%
BIA
10
Biondo Investment Advisors
Pennsylvania
$11.8M 667,067 -33,543 -5%
UCFA
11
United Capital Financial Advisors
Texas
$10.9M 617,843 -10,372 -2%
ICM
12
Ionic Capital Management
New York
$9.22M 521,089 +521,089 New
SCM
13
Sirios Capital Management
Massachusetts
$8.29M 468,403 +199,519 +74%
SBCM
14
Schwerin Boyle Capital Management
Massachusetts
$8.11M 458,053 – –
WAM
15
Wolverine Asset Management
Illinois
$7.15M 402,688 -20,899 -5%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$6.54M 369,300 – –
OFG
17
OTA Financial Group
New York
$6.06M 342,420 +342,420 New
TCA
18
Teewinot Capital Advisers
New York
$5.66M 231,649 +15,949 +7%
Citadel Advisors
19
Citadel Advisors
Florida
$5.4M 305,115 +305,115 New
Morgan Stanley
20
Morgan Stanley
New York
$5.02M 283,514 +197,791 +231%
CCM
21
Concourse Capital Management
Georgia
$4.76M 268,683 -7,397 -3%
GRQ
22
Gardner Russo & Quinn
Pennsylvania
$3.55M 200,750 +400 +0.2%
OTPPB
23
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.44M 194,450 – –
BMO
24
Beck Mack & Oliver
New York
$3.41M 192,400 +28,500 +17%
M2MC
25
Matthew 25 Management Corp
Pennsylvania
$2.74M 155,000 – –
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