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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 $9.34M invested in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $9.12M → $9.34M (+$228K)

0% more funds holding

Funds holding: 8 → 8 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
8
Holders Change
–
Holders Change %
0%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$578K
2
MCM
Maryland Capital Management
Maryland
+$203K

Top Sellers

Rank Fund Capital Flow
1
SOAMC
Spirit of America Management Corp
New York
-$655K
2
IP
Intellectus Partners
California
-$262K
3
PPA
Parametric Portfolio Associates
Washington
-$51.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.6M – – –
RIG
2
Roosevelt Investment Group
New York
$3.84M +$578K +21,621 +18%
PPA
3
Parametric Portfolio Associates
Washington
$309K -$51.6K -1,930 -14%
PT
4
Plimoth Trust
Massachusetts
$307K +$304K +11,365 New
MCM
5
Maryland Capital Management
Maryland
$206K +$203K +7,600 New
ECM
6
Estabrook Capital Management
New York
$50K – – –
EWM
7
Edge Wealth Management
New York
$26K – – –
SIM
8
Sonora Investment Management
Arizona
$3.44K – – –
SOAMC
9
Spirit of America Management Corp
New York
– -$655K -24,500 Closed
IP
10
Intellectus Partners
California
– -$262K -9,806 Closed

JPM.PRE.CL Hedge Fund Activity: Q4 2017 in Review

8 of the 4,410 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 2017, worth a combined $9.34M — up 2.5% from $9.12M a quarter earlier.

Fund positioning in JPM.PRE.CL was balanced in Q4 2017: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was Roosevelt Investment Group, adding an estimated $578K. The largest seller was Spirit of America Management Corp, exiting entirely with an estimated $655K sold.

  • 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 Q4 2017, unchanged from Q3 2017.
  • Funds reported $9.34M of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non stock for Q4 2017, up 2.5% 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 Q4 2017 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 Q4 2017 was Roosevelt Investment Group, an estimated $578K added.
  • The largest JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non seller in Q4 2017 was Spirit of America Management Corp, an estimated $655K sold.

Based on aggregated 13F filings for Q4 2017.