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 $7.89M invested in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in 2015 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
6% more capital invested
Capital invested by funds: $7.43M → $7.89M (+$458K)
14% less funds holding
Funds holding: 7 → 6 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$846K |
| 2 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
|
+$296K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$10.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$438K |
| 2 |
CPP
Crow Point Partners
Boston,
Massachusetts
|
-$61.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EHC
1
Everett Harris & Co
Los Angeles,
California
| $5.45M | – | – | – |
|
|
2
Ameriprise
Minneapolis,
Minnesota
| $1.15M | +$846K | +32,902 | +263% |
|
|
SOAMC
3
Spirit of America Management Corp
Syosset,
New York
| $644K | +$296K | +11,500 | +82% |
|
|
PPA
4
Parametric Portfolio Associates
Seattle,
Washington
| $458K | +$10.1K | +394 | +2% |
|
|
CPP
5
Crow Point Partners
Boston,
Massachusetts
| $141K | -$61.7K | -2,400 | -30% |
|
|
ECM
6
Estabrook Capital Management
New York
| $46.7K | – | – | – |
|
|
7
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$438K | -16,898 | Closed |
|
JPM.PRE.CL Hedge Fund Activity: Q2 2015 in Review
6 of the 3,713 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 Q2 2015, worth a combined $7.89M — up 6.2% from $7.43M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of JPM.PRE.CL and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.
The largest buyer was Ameriprise, adding an estimated $846K. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $438K 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 Q2 2015, down from 7 in Q1 2015.
- Funds reported $7.89M of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non stock for Q2 2015, up 6.2% quarter-over-quarter.
- 0 funds opened new JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non positions in Q2 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 Q2 2015 was Ameriprise, an estimated $846K added.
- The largest JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non seller in Q2 2015 was Janney Montgomery Scott, an estimated $438K sold.
Based on aggregated 13F filings for Q2 2015.