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 $7.83M invested in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% less capital invested
Capital invested by funds: $7.86M → $7.83M (-$28.9K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Edge Wealth Management
New York
|
+$27.5K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$15.7K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWMPD
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
-$397K |
| 2 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EHC
1
Everett Harris & Co
Los Angeles,
California
| $6.01M | – | – | – |
|
|
SOAMC
2
Spirit of America Management Corp
Syosset,
New York
| $681K | – | – | – |
|
|
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $548K | +$15.7K | +573 | +3% |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $353K | +$1.26K | +46 | +0.4% |
|
|
CPP
5
Crow Point Partners
Boston,
Massachusetts
| $166K | +$164K | +5,973 | New |
|
|
ECM
6
Estabrook Capital Management
New York
| $51.4K | – | – | – |
|
|
EWM
7
Edge Wealth Management
New York
| $28K | +$27.5K | +1,000 | New |
|
|
IWMPD
8
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$397K | -14,562 | Closed |
|
|
MWP
9
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$1K | -55 | Closed |
|
JPM.PRE.CL Hedge Fund Activity: Q3 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 Q3 2016, worth a combined $7.83M — down 0.37% from $7.86M a quarter earlier.
Fund positioning in JPM.PRE.CL was balanced in Q3 2016: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was Edge Wealth Management, opening a new position worth an estimated $27.5K. The largest seller was Integrated Wealth Management (Palm Desert), exiting entirely with an estimated $397K 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 Q3 2016, unchanged from Q2 2016.
- Funds reported $7.83M of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non stock for Q3 2016, down 0.37% 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 Q3 2016 and 2 closed out, a net change of 0 holders.
- The largest JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non buyer in Q3 2016 was Edge Wealth Management, an estimated $27.5K added.
- The largest JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non seller in Q3 2016 was Integrated Wealth Management (Palm Desert), an estimated $397K sold.
Based on aggregated 13F filings for Q3 2016.