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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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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

29% more funds holding

Funds holding: 7 → 9 (+2)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

4% less capital invested

Capital invested by funds: $5.56M → $5.31M (-$246K)

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

Rank Fund Capital Flow
1
IWA
Intercontinental Wealth Advisors
Texas
+$38.1K
2
PT
Plimoth Trust
Massachusetts
+$7.62K

Top Sellers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
-$226K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$7.62K +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 +$38.1K +1,500 New
EWM
7
Edge Wealth Management
New York
$25K – – –
EI
8
Ellevest Inc
New York
$25K +$25.4K +1,000 New
SIM
9
Sonora Investment Management
Arizona
$3K – – –

JPM.PRE.CL Hedge Fund Activity: Q4 2018 in Review

9 of the 4,489 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 2018, worth a combined $5.31M — down 4.4% from $5.56M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new JPM.PRE.CL positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Intercontinental Wealth Advisors, opening a new position worth an estimated $38.1K. The largest seller was Roosevelt Investment Group, cutting an estimated $226K.

  • 9 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 2018, up from 7 in Q3 2018.
  • Funds reported $5.31M of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non stock for Q4 2018, down 4.4% 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 2018 and 0 closed out, a net change of +2 holders.
  • The largest JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non buyer in Q4 2018 was Intercontinental Wealth Advisors, an estimated $38.1K added.
  • The largest JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non seller in Q4 2018 was Roosevelt Investment Group, an estimated $226K sold.

Based on aggregated 13F filings for Q4 2018.