JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
43 hedge funds and large institutions have $487M invested in JPMorgan Chase in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 21 reducing their positions, and 5 closing their positions.
9% less funds holding
Funds holding: 47 → 43 (-4)
20% less capital invested
Capital invested by funds: $608M → $487M (-$122M)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
90% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$139K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$88.3K |
| 3 |
BAM
Brave Asset Management
Summit,
New Jersey
|
+$7.64K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Courant Investment Management
Franklin,
Tennessee
|
-$24.8M |
| 2 |
OFG
OTA Financial Group
Purchase,
New York
|
-$24.3M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$7.5M |
| 4 |
VOAM
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
-$5.85M |
| 5 |
MCM
Maltese Capital Management
New York
|
-$2.87M |
JPM.WS Hedge Fund Activity: Q2 2018 in Review
43 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q2 2018, worth a combined $487M — down 20% from $608M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JPM.WS and 1 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 2 added.
The largest buyer was Flagship Harbor Advisors, opening a new position worth an estimated $139K. The largest seller was Courant Investment Management, exiting entirely with an estimated $24.8M sold.
- 43 institutional investors held JPMorgan Chase (JPM.WS) as of Q2 2018, down from 47 in Q1 2018.
- Funds reported $487M of JPMorgan Chase stock for Q2 2018, down 20% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase positions in Q2 2018 and 5 closed out, a net change of -4 holders.
- The largest JPMorgan Chase buyer in Q2 2018 was Flagship Harbor Advisors, an estimated $139K added.
- The largest JPMorgan Chase seller in Q2 2018 was Courant Investment Management, an estimated $24.8M sold.
Based on aggregated 13F filings for Q2 2018.