JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
55 hedge funds and large institutions have $512M invested in JPMorgan Chase in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 10 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
9% less capital invested
Capital invested by funds: $560M → $512M (-$48.3M)
11% less funds holding
Funds holding: 62 → 55 (-7)
57% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 21
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$16.6M |
| 2 |
OFG
OTA Financial Group
Purchase,
New York
|
+$6.08M |
| 3 |
CCM
Concourse Capital Management
Atlanta,
Georgia
|
+$1.31M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.02M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$782K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWA
Brave Warrior Advisors
New York
|
-$54.5M |
| 2 |
CAM
Chou Associates Management
Toronto,
Ontario, Canada
|
-$13.2M |
| 3 |
SBCM
Schwerin Boyle Capital Management
Springfield,
Massachusetts
|
-$9.93M |
| 4 |
MG
Magnolia Group
Omaha,
Nebraska
|
-$7.25M |
| 5 |
MVP
Miller Value Partners
Sarasota,
Florida
|
-$6.18M |
JPM.WS Hedge Fund Activity: Q3 2017 in Review
55 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q3 2017, worth a combined $512M — down 8.6% from $560M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JPM.WS and 3 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 9 added.
The largest buyer was Capital World Investors, adding an estimated $16.6M. The largest seller was Brave Warrior Advisors, exiting entirely with an estimated $54.5M sold.
- 55 institutional investors held JPMorgan Chase (JPM.WS) as of Q3 2017, down from 62 in Q2 2017.
- Funds reported $512M of JPMorgan Chase stock for Q3 2017, down 8.6% quarter-over-quarter.
- 3 funds opened new JPMorgan Chase positions in Q3 2017 and 10 closed out, a net change of -7 holders.
- The largest JPMorgan Chase buyer in Q3 2017 was Capital World Investors, an estimated $16.6M added.
- The largest JPMorgan Chase seller in Q3 2017 was Brave Warrior Advisors, an estimated $54.5M sold.
Based on aggregated 13F filings for Q3 2017.