JPMorgan Chase & Co. Called
JPM.PRF.CL
JPM.PRF.CL was delisted on the 28th of February, 2020.
13 hedge funds and large institutions have $15.1M invested in JPMorgan Chase & Co. Called in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
60% more capital invested
Capital invested by funds: $9.44M → $15.1M (+$5.68M)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
44% more funds holding
Funds holding: 9 → 13 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
+$3.05M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.57M |
| 3 |
AAM
AR Asset Management
West Hollywood,
California
|
+$505K |
| 4 |
SAM
Selway Asset Management
|
+$43.6K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$21.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IR
IAT Reinsurance
New York
|
-$253K |
| 2 |
ECM
Estabrook Capital Management
New York
|
-$15.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EHC
1
Everett Harris & Co
Los Angeles,
California
| $4.11M | – | – | – |
|
|
RIG
2
Roosevelt Investment Group
New York
| $3.01M | +$3.05M | +120,890 | New |
|
|
3
Ameriprise
Minneapolis,
Minnesota
| $2.88M | +$2.57M | +101,901 | +709% |
|
|
SAM
4
Selway Asset Management
| $1.75M | +$43.6K | +1,725 | +3% |
|
|
SCM
5
Snow Capital Management
Sewickley,
Pennsylvania
| $996K | – | – | – |
|
|
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $897K | +$21.6K | +853 | +2% |
|
|
IR
7
IAT Reinsurance
New York
| $498K | -$253K | -10,000 | -33% |
|
|
AAM
8
AR Asset Management
West Hollywood,
California
| $498K | +$505K | +20,000 | New |
|
|
CNB
9
City National Bank
Beverly Hills,
California
| $249K | – | – | – |
|
|
SOAMC
10
Spirit of America Management Corp
Syosset,
New York
| $100K | – | – | – |
|
|
ECM
11
Estabrook Capital Management
New York
| $98.4K | -$15.2K | -600 | -13% |
|
|
WRM
12
Westport Resources Management
Westport,
Connecticut
| $20K | +$20.2K | +800 | New |
|
13
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | +$5.05K | +200 | New |
|
JPM.PRF.CL Hedge Fund Activity: Q2 2015 in Review
13 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. Called (JPM.PRF.CL) for Q2 2015, worth a combined $15.1M — up 60% from $9.44M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JPM.PRF.CL positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Roosevelt Investment Group, opening a new position worth an estimated $3.05M. The largest seller was IAT Reinsurance, cutting an estimated $253K.
- 13 institutional investors held JPMorgan Chase & Co. Called (JPM.PRF.CL) as of Q2 2015, up from 9 in Q1 2015.
- Funds reported $15.1M of JPMorgan Chase & Co. Called stock for Q2 2015, up 60% quarter-over-quarter.
- 4 funds opened new JPMorgan Chase & Co. Called positions in Q2 2015 and 0 closed out, a net change of +4 holders.
- The largest JPMorgan Chase & Co. Called buyer in Q2 2015 was Roosevelt Investment Group, an estimated $3.05M added.
- The largest JPMorgan Chase & Co. Called seller in Q2 2015 was IAT Reinsurance, an estimated $253K sold.
Based on aggregated 13F filings for Q2 2015.