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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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8 hedge funds and large institutions have $9.12M invested in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding

Funds holding: 7 → 8 (+1)

11% more capital invested

Capital invested by funds: $8.18M → $9.12M (+$935K)

Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$997K
2
PPA
Parametric Portfolio Associates
Washington
+$8.61K
3
SIM
Sonora Investment Management
Arizona
+$3.42K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.54M – – –
RIG
2
Roosevelt Investment Group
New York
$3.22M +$997K +37,078 +44%
SOAMC
3
Spirit of America Management Corp
New York
$655K – – –
PPA
4
Parametric Portfolio Associates
Washington
$357K +$8.61K +320 +2%
IP
5
Intellectus Partners
California
$262K – – –
ECM
6
Estabrook Capital Management
New York
$49.4K – – –
EWM
7
Edge Wealth Management
New York
$27K – – –
SIM
8
Sonora Investment Management
Arizona
$3.39K +$3.42K +127 New

JPM.PRE.CL Hedge Fund Activity: Q3 2017 in Review

8 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 Q3 2017, worth a combined $9.12M — up 11% from $8.18M 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 0 trimmed.

The largest buyer was Roosevelt Investment Group, adding an estimated $997K.

  • 8 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 2017, up from 7 in Q2 2017.
  • Funds reported $9.12M of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non stock for Q3 2017, up 11% 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 Q3 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 Q3 2017 was Roosevelt Investment Group, an estimated $997K added.

Based on aggregated 13F filings for Q3 2017.