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JPM.WS

JPMorgan Chase
JPM.WS

Delisted

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

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0 hedge funds and large institutions have $0 invested in JPMorgan Chase in 2018 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% less funds holding

Funds holding: 33 → 0 (-33)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

100% less capital invested

Capital invested by funds: $378M → $0 (-$378M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 33

Holders
–
Holders Change
-33
Holders Change %
-100%
% of All Funds
–
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$270M
2
OFG
OTA Financial Group
New York
-$18.8M
3
VOAM
Vertex One Asset Management
British Columbia, Canada
-$13.2M
4
Morgan Stanley
Morgan Stanley
New York
-$11.8M
5
SM
Salzhauer Michael
-$9.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Capital World Investors
1
Capital World Investors
California
– -$270M -3,716,000 Closed
OFG
2
OTA Financial Group
New York
– -$18.8M -295,805 Closed
VOAM
3
Vertex One Asset Management
British Columbia, Canada
– -$13.2M -181,379 Closed
Morgan Stanley
4
Morgan Stanley
New York
– -$11.8M -162,799 Closed
SM
5
Salzhauer Michael
– -$9.37M -128,943 Closed
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$7.83M -107,850 Closed
JMPWA
7
JP Morgan Private Wealth Advisors
California
– -$5.09M -70,000 Closed
TCA
8
Teewinot Capital Advisers
New York
– -$3.73M -51,298 Closed
BAM
9
Brave Asset Management
New Jersey
– -$3.08M -42,418 Closed
CCM
10
Concourse Capital Management
Georgia
– -$2.65M -36,478 Closed
DADC
11
D.A. Davidson & Co
Montana
– -$2.34M -32,210 Closed
PCA
12
PL Capital Advisors
Florida
– -$1.89M -26,010 Closed
HA
13
Harbor Advisors
Florida
– -$1.82M -25,000 Closed
WIM
14
Wittenberg Investment Management
Massachusetts
– -$1.1M -15,100 Closed
Bank of America
15
Bank of America
North Carolina
– -$1.03M -14,225 Closed
UBS Group
16
UBS Group
Switzerland
– -$1M -13,816 Closed
SI
17
Scharf Investments
California
– -$910K -12,525 Closed
Wells Fargo
18
Wells Fargo
California
– -$828K -11,398 Closed
LPL Financial
19
LPL Financial
California
– -$800K -11,007 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
– -$792K -10,899 Closed
Russell Investments Group
21
Russell Investments Group
United Kingdom
– -$621K -9,200 Closed
MCM
22
Maltese Capital Management
New York
– -$545K -7,500 Closed
ACM
23
Adalta Capital Management
New York
– -$493K -6,775 Closed
RJA
24
Raymond James & Associates
Florida
– -$466K -6,410 Closed
CWM
25
Circle Wealth Management
New Jersey
– -$381K -5,247 Closed
1
2

JPM.WS Hedge Fund Activity: Q4 2018 in Review

0 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM.WS) for Q4 2018, worth a combined $0 — down 100% from $378M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of JPM.WS and 0 opened new positions — a net loss of 33 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was Capital World Investors, exiting entirely with an estimated $270M sold.

  • 0 institutional investors held JPMorgan Chase (JPM.WS) as of Q4 2018, down from 33 in Q3 2018.
  • Funds reported $0 of JPMorgan Chase stock for Q4 2018, down 100% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase positions in Q4 2018 and 33 closed out, a net change of -33 holders.
  • The largest JPMorgan Chase seller in Q4 2018 was Capital World Investors, an estimated $270M sold.

Based on aggregated 13F filings for Q4 2018.