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.
7 hedge funds and large institutions have $7.43M invested in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 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
17% more funds holding
Funds holding: 6 → 7 (+1)
13% more capital invested
Capital invested by funds: $6.61M → $7.43M (+$826K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$433K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$120K |
| 3 |
ECM
Estabrook Capital Management
New York
|
+$12.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EHC
1
Everett Harris & Co
Los Angeles,
California
| $5.6M | – | – | – |
|
|
PPA
2
Parametric Portfolio Associates
Seattle,
Washington
| $460K | +$120K | +4,664 | +36% |
|
|
3
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $438K | +$433K | +16,898 | New |
|
|
SOAMC
4
Spirit of America Management Corp
Syosset,
New York
| $364K | – | – | – |
|
5
Ameriprise
Minneapolis,
Minnesota
| $324K | – | – | – |
|
|
CPP
6
Crow Point Partners
Boston,
Massachusetts
| $200K | +$207K | +8,090 | New |
|
|
ECM
7
Estabrook Capital Management
New York
| $48K | +$12.8K | +500 | +37% |
|
|
8
Bessemer Group
Woodbridge,
New Jersey
| – | -$51K | -2,000 | Closed |
|
JPM.PRE.CL Hedge Fund Activity: Q1 2015 in Review
7 of the 3,754 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 Q1 2015, worth a combined $7.43M — up 13% from $6.61M 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 2 added to existing stakes and 0 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $433K. The largest seller was Bessemer Group, exiting entirely with an estimated $51K sold.
- 7 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 Q1 2015, up from 6 in Q4 2014.
- Funds reported $7.43M of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non stock for Q1 2015, up 13% 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 Q1 2015 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 Q1 2015 was Janney Montgomery Scott, an estimated $433K added.
- The largest JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non seller in Q1 2015 was Bessemer Group, an estimated $51K sold.
Based on aggregated 13F filings for Q1 2015.