JPMorgan Chase
JPM.WS
JPM.WS was delisted on the 23rd of October, 2018.
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, 2 increasing their positions, 16 reducing their positions, and 14 closing their positions.
22% less capital invested
Capital invested by funds: $487M → $378M (-$109M)
23% less funds holding
Funds holding: 43 → 33 (-10)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
71% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 14
88% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$7.91M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$5.14M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.02M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$675K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$36.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MVP
Miller Value Partners
Sarasota,
Florida
|
-$76.1M |
| 2 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
-$38.1M |
| 3 |
VIA
Vantis Investment Advisers
Miami,
Florida
|
-$12.3M |
| 4 |
CAM
Chou Associates Management
Toronto,
Ontario, Canada
|
-$10.6M |
| 5 |
MCM
Maltese Capital Management
New York
|
-$6.05M |
JPM.WS Hedge Fund Activity: Q3 2018 in Review
33 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q3 2018, worth a combined $378M — down 22% from $487M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of JPM.WS and 4 opened new positions — a net loss of 10 holders — while 16 trimmed existing stakes and 2 added.
The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $7.91M. The largest seller was Miller Value Partners, exiting entirely with an estimated $76.1M sold.
- 33 institutional investors held JPMorgan Chase (JPM.WS) as of Q3 2018, down from 43 in Q2 2018.
- Funds reported $378M of JPMorgan Chase stock for Q3 2018, down 22% quarter-over-quarter.
- 4 funds opened new JPMorgan Chase positions in Q3 2018 and 14 closed out, a net change of -10 holders.
- The largest JPMorgan Chase buyer in Q3 2018 was Manulife (Manufacturers Life Insurance), an estimated $7.91M added.
- The largest JPMorgan Chase seller in Q3 2018 was Miller Value Partners, an estimated $76.1M sold.
Based on aggregated 13F filings for Q3 2018.