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JPM.PRE.CL

JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non
JPM.PRE.CL

Delisted

JPM.PRE.CL was delisted on the 30th of August, 2019.

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6 hedge funds and large institutions have $6.88M invested in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding

Funds holding: 5 → 6 (+1)

19% more capital invested

Capital invested by funds: $5.79M → $6.88M (+$1.09M)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$889K
2
IP
Intellectus Partners
California
+$2.04K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$55.9K
2
ECM
Estabrook Capital Management
New York
-$3.07K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.6M – – –
RIG
2
Roosevelt Investment Group
New York
$907K +$889K +33,550 New
SOAMC
3
Spirit of America Management Corp
New York
$663K – – –
PPA
4
Parametric Portfolio Associates
Washington
$399K -$55.9K -2,110 -13%
IP
5
Intellectus Partners
California
$265K +$2.04K +77 +0.8%
ECM
6
Estabrook Capital Management
New York
$50K -$3.07K -116 -6%

JPM.PRE.CL Hedge Fund Activity: Q1 2017 in Review

6 of the 4,018 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 2017, worth a combined $6.88M — up 19% from $5.79M 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 1 added to existing stakes and 2 trimmed.

The largest buyer was Roosevelt Investment Group, opening a new position worth an estimated $889K. The largest seller was Parametric Portfolio Associates, cutting an estimated $55.9K.

  • 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 Q1 2017, up from 5 in Q4 2016.
  • Funds reported $6.88M of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non stock for Q1 2017, up 19% 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 Q1 2017 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 Q1 2017 was Roosevelt Investment Group, an estimated $889K added.
  • The largest JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non seller in Q1 2017 was Parametric Portfolio Associates, an estimated $55.9K sold.

Based on aggregated 13F filings for Q1 2017.