JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non
JPM.PRE.CL
JPM.PRE.CL was delisted on the 30th of August, 2019.
6 hedge funds and large institutions have $6.61M invested in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
0% more funds holding
Funds holding: 6 → 6 (0)
37% less capital invested
Capital invested by funds: $10.5M → $6.61M (-$3.93M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$316K |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$50.5K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$8.63K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PTC
Private Trust Company
Cleveland,
Ohio
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EHC
1
Everett Harris & Co
Los Angeles,
California
| $5.52M | – | – | – |
|
|
SOAMC
2
Spirit of America Management Corp
Syosset,
New York
| $358K | – | – | – |
|
|
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $335K | +$8.63K | +342 | +3% |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $307K | +$316K | +12,514 | New |
|
|
5
Bessemer Group
Woodbridge,
New Jersey
| $51K | +$50.5K | +2,000 | New |
|
|
ECM
6
Estabrook Capital Management
New York
| $34.5K | – | – | – |
|
|
PTC
7
Private Trust Company
Cleveland,
Ohio
| – | -$15K | -600 | Closed |
|
JPM.PRE.CL Hedge Fund Activity: Q4 2014 in Review
6 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non (JPM.PRE.CL) for Q4 2014, worth a combined $6.61M — down 37% from $10.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JPM.PRE.CL positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $316K. The largest seller was Private Trust Company, exiting entirely with an estimated $15K sold.
- 6 institutional investors held JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non (JPM.PRE.CL) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $6.61M of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non stock for Q4 2014, down 37% quarter-over-quarter.
- 2 funds opened new JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non positions in Q4 2014 and 1 closed out, a net change of +1 holder.
- The largest JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non buyer in Q4 2014 was Ameriprise, an estimated $316K added.
- The largest JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non seller in Q4 2014 was Private Trust Company, an estimated $15K sold.
Based on aggregated 13F filings for Q4 2014.