JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
61 hedge funds and large institutions have $708M invested in JPMorgan Chase in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 4 increasing their positions, 31 reducing their positions, and 17 closing their positions.
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
0% less capital invested
Capital invested by funds: $709M → $708M (-$1.42M)
8% less funds holding
Funds holding: 66 → 61 (-5)
24% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 17
87% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$35.9M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$2.43M |
| 3 |
MCM
Maltese Capital Management
New York
|
+$691K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$382K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$339K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$135M |
| 2 |
BWA
Brave Warrior Advisors
New York
|
-$95M |
| 3 |
ACPU
Arrowgrass Capital Partners (US)
Dover,
Delaware
|
-$84M |
| 4 |
Goldman Sachs
New York
|
-$24.4M |
| 5 |
MG
Magnolia Group
Omaha,
Nebraska
|
-$21.3M |
JPM.WS Hedge Fund Activity: Q4 2016 in Review
61 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q4 2016, worth a combined $708M — down 0.2% from $709M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of JPM.WS and 13 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 4 added.
The largest buyer was Capital World Investors, adding an estimated $35.9M. The largest seller was CI Investments Inc, exiting entirely with an estimated $135M sold.
- 61 institutional investors held JPMorgan Chase (JPM.WS) as of Q4 2016, down from 66 in Q3 2016.
- Funds reported $708M of JPMorgan Chase stock for Q4 2016, down 0.2% quarter-over-quarter.
- 13 funds opened new JPMorgan Chase positions in Q4 2016 and 17 closed out, a net change of -4 holders.
- The largest JPMorgan Chase buyer in Q4 2016 was Capital World Investors, an estimated $35.9M added.
- The largest JPMorgan Chase seller in Q4 2016 was CI Investments Inc, an estimated $135M sold.
Based on aggregated 13F filings for Q4 2016.