JPM.PRE.CL

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

Overview Fund Activity
Delisted

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

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9 hedge funds and large institutions have $5.31M invested in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWA
1
Intercontinental Wealth Advisors
Texas
$38K
2
PT
2
Plimoth Trust
Massachusetts
$283K

Top Sellers

1
RIG
1
Roosevelt Investment Group
New York
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
1
Roosevelt Investment Group
New York
$3M -$226K -8,899 -7%
EHC
2
Everett Harris & Co
California
$1.65M – – –
PT
3
Plimoth Trust
Massachusetts
$283K +$7.6K +300 +3%
MCM
4
Maryland Capital Management
Maryland
$248K – – –
ECM
5
Estabrook Capital Management
New York
$46.9K – – –
IWA
6
Intercontinental Wealth Advisors
Texas
$38K +$38K +1,500 New
EWM
7
Edge Wealth Management
New York
$25K – – –
EI
8
Ellevest Inc
New York
$25K +$25K +1,000 New
SIM
9
Sonora Investment Management
Arizona
$3K – – –