JPM.WS

JPMorgan Chase
JPM.WS

Overview Fund Activity
Delisted

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

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33 hedge funds and large institutions have $378M invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 17 reducing their positions, and 14 closing their positions.

Holders
33
Holders Change
-10
Holders Change %
-23.26%
% of All Funds
0.76%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
4
Increased
1
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.84M
2
JPMPWA
2
J.P. Morgan Private Wealth Advisors
California
$5.09M
3
DADC
3
D.A. Davidson & Co
Montana
$2.34M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$621K
5
Twin Tree Management
5
Twin Tree Management
Texas
$6K

Top Sellers

1
MVP
1
Miller Value Partners
Florida
$0
2
RCG
2
Ruane, Cunniff & Goldfarb
New York
$0
3
VIA
3
Vantis Investment Advisers
Florida
$0
4
CAM
4
Chou Associates Management
Ontario, Canada
$0
5
MCM
5
Maltese Capital Management
New York
$545K
Name Market Value Shares Shares
Change 		Shares
Change %
Capital World Investors
1
Capital World Investors
California
$270M 3,716,000 – –
OFG
2
OTA Financial Group
New York
$18.8M 295,805 – –
HP
3
Hosking Partners
United Kingdom
– – – –
VOAM
4
Vertex One Asset Management
British Columbia, Canada
$13.2M 181,379 – –
Morgan Stanley
5
Morgan Stanley
New York
$11.8M 162,799 -25,797 -14%
SM
6
Salzhauer Michael
$9.37M 128,943 -40,355 -24%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.84M 107,850 +107,850 New
JPMPWA
8
J.P. Morgan Private Wealth Advisors
California
$5.09M 70,000 +70,000 New
TCA
9
Teewinot Capital Advisers
New York
$3.73M 51,298 – –
BAM
10
Brave Asset Management
New Jersey
$3.08M 42,418 -889 -2%
CCM
11
Concourse Capital Management
Georgia
$2.65M 36,478 -40,480 -53%
DADC
12
D.A. Davidson & Co
Montana
$2.34M 32,210 +27,487 +582%
PCA
13
PL Capital Advisors
Florida
$1.89M 26,010 -40,000 -61%
HA
14
Harbor Advisors
Florida
$1.82M 25,000 – –
WIM
15
Wittenberg Investment Management
Massachusetts
$1.1M 15,100 – –
Bank of America
16
Bank of America
North Carolina
$1.03M 14,225 -20,512 -59%
UBS Group
17
UBS Group
Switzerland
$1M 13,816 -1,290 -9%
SI
18
Scharf Investments
California
$910K 12,525 -4,200 -25%
Wells Fargo
19
Wells Fargo
California
$828K 11,398 -2,160 -16%
LPL Financial
20
LPL Financial
California
$800K 11,007 -12,930 -54%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$792K 10,899 -735 -6%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$621K 9,200 +9,200 New
MCM
23
Maltese Capital Management
New York
$545K 7,500 -82,500 -92%
ACM
24
Adalta Capital Management
New York
$493K 6,775 -1,400 -17%
RJA
25
Raymond James & Associates
Florida
$466K 6,410 -155 -2%
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