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.
5 hedge funds and large institutions have $5.79M invested in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
26% less capital invested
Capital invested by funds: $7.83M → $5.79M (-$2.04M)
29% less funds holding
Funds holding: 7 → 5 (-2)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Estabrook Capital Management
New York
|
+$3.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EHC
Everett Harris & Co
Los Angeles,
California
|
-$1.22M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$353K |
| 3 |
CPP
Crow Point Partners
Boston,
Massachusetts
|
-$166K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$75.7K |
| 5 |
EWM
Edge Wealth Management
New York
|
-$28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EHC
1
Everett Harris & Co
Los Angeles,
California
| $4.41M | -$1.22M | -46,000 | -21% |
|
|
SOAMC
2
Spirit of America Management Corp
Syosset,
New York
| $636K | – | – | – |
|
|
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $438K | -$75.7K | -2,854 | -14% |
|
|
IP
4
Intellectus Partners
San Francisco,
California
| $252K | +$258K | +9,716 | New |
|
|
ECM
5
Estabrook Capital Management
New York
| $51K | +$3.08K | +116 | +6% |
|
|
6
Ameriprise
Minneapolis,
Minnesota
| – | -$353K | -12,698 | Closed |
|
|
CPP
7
Crow Point Partners
Boston,
Massachusetts
| – | -$166K | -5,973 | Closed |
|
|
EWM
8
Edge Wealth Management
New York
| – | -$28K | -1,000 | Closed |
|
JPM.PRE.CL Hedge Fund Activity: Q4 2016 in Review
5 of the 4,001 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 2016, worth a combined $5.79M — down 26% from $7.83M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JPM.PRE.CL and 1 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Estabrook Capital Management, adding an estimated $3.08K. The largest seller was Everett Harris & Co, cutting an estimated $1.22M.
- 5 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 2016, down from 7 in Q3 2016.
- Funds reported $5.79M of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non stock for Q4 2016, down 26% 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 Q4 2016 and 3 closed out, a net change of -2 holders.
- The largest JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non buyer in Q4 2016 was Estabrook Capital Management, an estimated $3.08K added.
- The largest JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non seller in Q4 2016 was Everett Harris & Co, an estimated $1.22M sold.
Based on aggregated 13F filings for Q4 2016.