JP Morgan Chase
DFP

JP Morgan Chase’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

JP Morgan Chase’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-12,600
Closed -$281K – 3943
2015
Q2 		$281K Hold
12,600
– – ﹤0.01% 3737
2015
Q1 		$295K Hold
12,600
– – ﹤0.01% 3711
2014
Q4 		$281K Buy
+12,600
New +$289K ﹤0.01% 3894

Other funds holding DFP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Chase's DFP Position: Q3 2015 in Review

JP Morgan Chase sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q3 2015, closing a stake of 12,600 shares — an estimated $281K sold.

JP Morgan Chase first reported a position in DFP in Q4 2014 and held it in 3 quarters. The position peaked at $295K in Q1 2015. 35 funds tracked by Wall St. Rank hold DFP as of Q3 2015.

  • JP Morgan Chase reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q3 2015 after selling out during the quarter.
  • JP Morgan Chase sold 12,600 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q3 2015, an estimated $281K.
  • JP Morgan Chase first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2014 and held it in 3 quarters.
  • JP Morgan Chase's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $295K in Q1 2015.
  • 35 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2015.

Based on JP Morgan Chase's 13F filing for Q3 2015, filed 13 Nov 2015.