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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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7 hedge funds and large institutions have $8.18M invested in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in 2017 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.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

19% more capital invested

Capital invested by funds: $6.88M → $8.18M (+$1.3M)

17% more funds holding

Funds holding: 6 → 7 (+1)

Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$1.36M
2
EWM
Edge Wealth Management
New York
+$27.2K
3
IP
Intellectus Partners
California
+$354

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$46.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.58M – – –
RIG
2
Roosevelt Investment Group
New York
$2.25M +$1.36M +49,875 +149%
SOAMC
3
Spirit of America Management Corp
New York
$660K – – –
PPA
4
Parametric Portfolio Associates
Washington
$351K -$46.6K -1,713 -12%
IP
5
Intellectus Partners
California
$264K +$354 +13 +0.1%
ECM
6
Estabrook Capital Management
New York
$49.9K – – –
EWM
7
Edge Wealth Management
New York
$27K +$27.2K +1,000 New

JPM.PRE.CL Hedge Fund Activity: Q2 2017 in Review

7 of the 4,012 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 2017, worth a combined $8.18M — up 19% from $6.88M 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 Roosevelt Investment Group, adding an estimated $1.36M. The largest seller was Parametric Portfolio Associates, cutting an estimated $46.6K.

  • 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 2017, up from 6 in Q1 2017.
  • Funds reported $8.18M of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non stock for Q2 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 Q2 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 Q2 2017 was Roosevelt Investment Group, an estimated $1.36M added.
  • The largest JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non seller in Q2 2017 was Parametric Portfolio Associates, an estimated $46.6K sold.

Based on aggregated 13F filings for Q2 2017.