JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
62 hedge funds and large institutions have $560M invested in JPMorgan Chase in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
5% more funds holding
Funds holding: 59 → 62 (+3)
5% less capital invested
Capital invested by funds: $589M → $560M (-$28.9M)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$4.86M |
| 2 |
CCM
Concourse Capital Management
Atlanta,
Georgia
|
+$3.04M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$902K |
| 4 |
MCM
Maltese Capital Management
New York
|
+$762K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VIA
Vantis Investment Advisers
Miami,
Florida
|
-$57.3M |
| 2 |
BIA
Biondo Investment Advisors
Milford,
Pennsylvania
|
-$17.5M |
| 3 |
BWA
Brave Warrior Advisors
New York
|
-$9.13M |
| 4 |
WIM
Waverton Investment Management
London,
United Kingdom
|
-$4.51M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$4.05M |
JPM.WS Hedge Fund Activity: Q2 2017 in Review
62 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q2 2017, worth a combined $560M — down 4.9% from $589M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JPM.WS positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 19 trimmed.
The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $4.86M. The largest seller was Vantis Investment Advisers, cutting an estimated $57.3M.
- 62 institutional investors held JPMorgan Chase (JPM.WS) as of Q2 2017, up from 59 in Q1 2017.
- Funds reported $560M of JPMorgan Chase stock for Q2 2017, down 4.9% quarter-over-quarter.
- 7 funds opened new JPMorgan Chase positions in Q2 2017 and 4 closed out, a net change of +3 holders.
- The largest JPMorgan Chase buyer in Q2 2017 was Manulife (Manufacturers Life Insurance), an estimated $4.86M added.
- The largest JPMorgan Chase seller in Q2 2017 was Vantis Investment Advisers, an estimated $57.3M sold.
Based on aggregated 13F filings for Q2 2017.