JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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51 hedge funds and large institutions have $611M invested in JPMorgan Chase in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 24 reducing their positions, and 6 closing their positions.

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
1.16%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
2
Increased
5
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFG
1
OTA Financial Group
New York
$47.9M
2
IFWM
2
Institute for Wealth Management
Colorado
$476K
3
Wells Fargo
3
Wells Fargo
California
$966K
4
ACM
4
Adalta Capital Management
New York
$450K
5
GBBWRPM
5
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$76K

Top Sellers

1
CAM
1
Chou Associates Management
Ontario, Canada
$11.1M
2
MVP
2
Miller Value Partners
Florida
$82.7M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
GPC
4
Guardian Point Capital
Virginia
$0
5
VIA
5
Vantis Investment Advisers
Florida
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$247M 3,716,000 – –
MVP
2
Miller Value Partners
Florida
$82.7M 1,244,225 -180,975 -13%
OFG
3
OTA Financial Group
New York
$47.9M 721,292 +521,911 +262%
RCG
4
Ruane, Cunniff & Goldfarb
New York
$39.9M 600,000 – –
VOAM
5
Vertex One Asset Management
British Columbia, Canada
$26.6M 400,079 -59,300 -13%
CIM
6
Courant Investment Management
Tennessee
$23.7M 356,462 – –
HP
7
Hosking Partners
United Kingdom
– – – –
VIA
8
Vantis Investment Advisers
Florida
$13.8M 207,700 -62,500 -23%
Morgan Stanley
9
Morgan Stanley
New York
$13.1M 196,689 -3,920 -2%
SM
10
Salzhauer Michael
$11.2M 169,298 – –
CAM
11
Chou Associates Management
Ontario, Canada
$11.1M 166,977 -199,370 -54%
BIA
12
Biondo Investment Advisors
Pennsylvania
$10.8M 162,052 -10,420 -6%
M2MC
13
Matthew 25 Management Corp
Pennsylvania
$10.3M 155,000 – –
MCM
14
Maltese Capital Management
New York
$7.97M 120,000 -23,000 -16%
PCA
15
PL Capital Advisors
Florida
$5.35M 80,500 – –
CCM
16
Concourse Capital Management
Georgia
$5.18M 78,027 -15,083 -16%
JPMPWA
17
J.P. Morgan Private Wealth Advisors
California
$4.67M 70,230 -200 -0.3%
GRQ
18
Gardner Russo & Quinn
Pennsylvania
$3.84M 57,800 -10,000 -15%
OTPPB
19
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.48M 52,400 – –
TCA
20
Teewinot Capital Advisers
New York
$3.41M 51,298 – –
BAM
21
Brave Asset Management
New Jersey
$3.02M 45,472 -750 -2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.48M 37,299 -1,200 -3%
WFI
23
West Family Investments
California
$1.84M 27,700 -7,500 -21%
Bank of America
24
Bank of America
North Carolina
$1.83M 27,500 -30,137 -52%
SI
25
Scharf Investments
California
$1.78M 26,725 – –
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