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 $7.86M invested in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in 2016 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
9% more capital invested
Capital invested by funds: $7.23M → $7.86M (+$637K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWMPD
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
+$389K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.63K |
| 3 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
+$667 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$13.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EHC
1
Everett Harris & Co
Los Angeles,
California
| $5.88M | – | – | – |
|
|
SOAMC
2
Spirit of America Management Corp
Syosset,
New York
| $667K | – | – | – |
|
|
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $521K | -$13.2K | -495 | -3% |
|
|
IWMPD
4
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| $397K | +$389K | +14,562 | New |
|
|
5
Ameriprise
Minneapolis,
Minnesota
| $345K | +$7.63K | +286 | +2% |
|
|
ECM
6
Estabrook Capital Management
New York
| $50.4K | – | – | – |
|
|
MWP
7
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $1K | +$667 | +25 | +83% |
|
JPM.PRE.CL Hedge Fund Activity: Q2 2016 in Review
7 of the 3,749 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 2016, worth a combined $7.86M — up 8.8% from $7.23M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new JPM.PRE.CL positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Integrated Wealth Management (Palm Desert), opening a new position worth an estimated $389K. The largest seller was Parametric Portfolio Associates, cutting an estimated $13.2K.
- 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 Q2 2016, up from 6 in Q1 2016.
- Funds reported $7.86M of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non stock for Q2 2016, up 8.8% quarter-over-quarter.
- 1 fund opened new JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non positions in Q2 2016 and 0 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 2016 was Integrated Wealth Management (Palm Desert), an estimated $389K added.
- The largest JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non seller in Q2 2016 was Parametric Portfolio Associates, an estimated $13.2K sold.
Based on aggregated 13F filings for Q2 2016.