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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 $2.45M invested in JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non in 2019 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% less funds holding

Funds holding: 9 → 7 (-2)

54% less capital invested

Capital invested by funds: $5.31M → $2.45M (-$2.86M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
7
Holders Change
-2
Holders Change %
-22.22%
% of All Funds
0.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PT
Plimoth Trust
Massachusetts
+$82.5K

Top Sellers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
-$3M
2
EI
Ellevest Inc
New York
-$25K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$1.7M – – –
PT
2
Plimoth Trust
Massachusetts
$376K +$82.5K +3,200 +29%
MCM
3
Maryland Capital Management
Maryland
$256K – – –
ECM
4
Estabrook Capital Management
New York
$48.5K – – –
IWA
5
Intercontinental Wealth Advisors
Texas
$39K – – –
EWM
6
Edge Wealth Management
New York
$26K – – –
SIM
7
Sonora Investment Management
Arizona
$3K – – –
RIG
8
Roosevelt Investment Group
New York
– -$3M -118,116 Closed
EI
9
Ellevest Inc
New York
– -$25K -1,000 Closed

JPM.PRE.CL Hedge Fund Activity: Q1 2019 in Review

7 of the 4,621 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 Q1 2019, worth a combined $2.45M — down 54% from $5.31M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of JPM.PRE.CL and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was Plimoth Trust, adding an estimated $82.5K. The largest seller was Roosevelt Investment Group, exiting entirely with an estimated $3M sold.

  • 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 Q1 2019, down from 9 in Q4 2018.
  • Funds reported $2.45M of JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non stock for Q1 2019, down 54% quarter-over-quarter.
  • 0 funds opened new JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non positions in Q1 2019 and 2 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 Q1 2019 was Plimoth Trust, an estimated $82.5K added.
  • The largest JPMORGAN CHASE & CO. Depositary Shares, each representing a 1/400th interest in a share of 6.30% Non seller in Q1 2019 was Roosevelt Investment Group, an estimated $3M sold.

Based on aggregated 13F filings for Q1 2019.