JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
59 hedge funds and large institutions have $589M invested in JPMorgan Chase in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 6 closing their positions.
3% less funds holding
Funds holding: 61 → 59 (-2)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
17% less capital invested
Capital invested by funds: $708M → $589M (-$119M)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
57% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIA
Biondo Investment Advisors
Milford,
Pennsylvania
|
+$16.1M |
| 2 |
MCM
Maltese Capital Management
New York
|
+$4.78M |
| 3 |
PCM
Parsons Capital Management
Providence,
Rhode Island
|
+$2.54M |
| 4 |
SM
Salzhauer Michael
|
+$779K |
| 5 |
TCA
Teewinot Capital Advisers
New York
|
+$683K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$37.3M |
| 2 |
OFG
OTA Financial Group
Purchase,
New York
|
-$27.3M |
| 3 |
CAM
Chou Associates Management
Toronto,
Ontario, Canada
|
-$23.3M |
| 4 |
BWA
Brave Warrior Advisors
New York
|
-$16.5M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$9.64M |
JPM.WS Hedge Fund Activity: Q1 2017 in Review
59 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q1 2017, worth a combined $589M — down 17% from $708M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JPM.WS and 4 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 10 added.
The largest buyer was Biondo Investment Advisors, adding an estimated $16.1M. The largest seller was Ruane, Cunniff & Goldfarb, cutting an estimated $37.3M.
- 59 institutional investors held JPMorgan Chase (JPM.WS) as of Q1 2017, down from 61 in Q4 2016.
- Funds reported $589M of JPMorgan Chase stock for Q1 2017, down 17% quarter-over-quarter.
- 4 funds opened new JPMorgan Chase positions in Q1 2017 and 6 closed out, a net change of -2 holders.
- The largest JPMorgan Chase buyer in Q1 2017 was Biondo Investment Advisors, an estimated $16.1M added.
- The largest JPMorgan Chase seller in Q1 2017 was Ruane, Cunniff & Goldfarb, an estimated $37.3M sold.
Based on aggregated 13F filings for Q1 2017.