JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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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.

Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
1.53%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.25%
New
13
Increased
4
Reduced
31
Closed
17
Calls
$4.48M
Puts
–
Net Calls
+$4.48M
Net Calls Change
-$2.27M

Top Buyers

1
VIA
1
Vantis Investment Advisers
Florida
$70M
2
Capital World Investors
2
Capital World Investors
California
$150M
3
CIM
3
Courant Investment Management
Tennessee
$15.8M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$3.11M
5
WIM
5
Wittenberg Investment Management
Massachusetts
$2.15M

Top Sellers

1
CI Investments Inc
1
CI Investments Inc
Ontario, Canada
$0
2
BWA
2
Brave Warrior Advisors
New York
$72.6M
3
ACPU
3
Arrowgrass Capital Partners (US)
Delaware
$443K
4
MG
4
Magnolia Group
Nebraska
$7.23M
5
MVP
5
Miller Value Partners
Florida
$76.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$150M 3,390,000 +1,040,000 +44%
MVP
2
Miller Value Partners
Florida
$76.8M 1,734,725 -599,550 -26%
BWA
3
Brave Warrior Advisors
New York
$72.6M 1,640,094 -2,749,730 -63%
VIA
4
Vantis Investment Advisers
Florida
$70M 1,541,000 +1,541,000 New
RCG
5
Ruane, Cunniff & Goldfarb
New York
$62M 1,400,000 – –
CAM
6
Chou Associates Management
Ontario, Canada
$49.9M 1,126,347 – –
OFG
7
OTA Financial Group
New York
$29.5M 665,439 -558,469 -46%
VOAM
8
Vertex One Asset Management
British Columbia, Canada
$21.5M 486,379 -114,000 -19%
SBCM
9
Schwerin Boyle Capital Management
Massachusetts
$17.5M 395,053 -63,000 -14%
CIM
10
Courant Investment Management
Tennessee
$15.8M 356,462 +356,462 New
UCFA
11
United Capital Financial Advisors
Texas
$14M 315,962 -281,881 -47%
BIA
12
Biondo Investment Advisors
Pennsylvania
$13.8M 312,002 -63,385 -17%
Morgan Stanley
13
Morgan Stanley
New York
$10.5M 236,725 -35,521 -13%
HP
14
Hosking Partners
United Kingdom
– – – –
WAM
15
Wolverine Asset Management
Illinois
$7.37M 166,513 -448,511 -73%
MG
16
Magnolia Group
Nebraska
$7.23M 163,236 -616,316 -79%
GRQ
17
Gardner Russo & Quinn
Pennsylvania
$7.12M 160,750 -74,000 -32%
M2MC
18
Matthew 25 Management Corp
Pennsylvania
$6.86M 155,000 – –
SM
19
Salzhauer Michael
$6.67M 150,593 +6,174 +4%
Twin Tree Management
20
Twin Tree Management
Texas
$6.11M 137,900 -12,000 -8%
PCA
21
PL Capital Advisors
Florida
$4.89M 110,500 – –
GPC
22
Guardian Point Capital
Virginia
$4.43M 100,000 – –
DI
23
Dalton Investments
Nevada
$4.02M 90,710 – –
AIM
24
AMI Investment Management
Indiana
$4.01M 90,620 -825 -0.9%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$3.11M 70,230 +70,230 New
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