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JPM.PRF.CL

JPMorgan Chase & Co. Called
JPM.PRF.CL

Delisted

JPM.PRF.CL was delisted on the 28th of February, 2020.

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12 hedge funds and large institutions have $17.7M invested in JPMorgan Chase & Co. Called in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

19% more capital invested

Capital invested by funds: $14.9M → $17.7M (+$2.82M)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

8% less funds holding

Funds holding: 13 → 12 (-1)

Holders
12
Holders Change
-1
Holders Change %
-7.69%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$1.44M
2
PPA
Parametric Portfolio Associates
Washington
+$954K
3
RIG
Roosevelt Investment Group
New York
+$692K
4
MCM
Maryland Capital Management
Maryland
+$512K
5
SAM
Selway Asset Management
+$11.5K

Top Sellers

Rank Fund Capital Flow
1
SCM
Snow Capital Management
Pennsylvania
-$1M
2
Ameriprise
Ameriprise
Minnesota
-$130K
3
ECM
Estabrook Capital Management
New York
-$15.3K
4
MWP
MYCIO Wealth Partners
Pennsylvania
-$13K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
Roosevelt Investment Group
New York
$4.67M +$692K +27,100 +18%
EHC
2
Everett Harris & Co
California
$4.31M – – –
Ameriprise
3
Ameriprise
Minnesota
$2.09M -$130K -5,107 -6%
SAM
4
Selway Asset Management
$1.82M +$11.5K +450 +0.6%
MPWT
5
MassMutual Private Wealth & Trust
Connecticut
$1.47M +$1.44M +56,300 New
MCM
6
Maryland Capital Management
Maryland
$1.14M +$512K +20,075 +85%
PPA
7
Parametric Portfolio Associates
Washington
$976K +$954K +37,379 New
AAM
8
AR Asset Management
California
$522K – – –
IR
9
IAT Reinsurance
New York
$522K – – –
SOAMC
10
Spirit of America Management Corp
New York
$104K – – –
ECM
11
Estabrook Capital Management
New York
$94K -$15.3K -600 -14%
WRM
12
Westport Resources Management
Connecticut
$21K – – –
SCM
13
Snow Capital Management
Pennsylvania
– -$1M -40,000 Closed
MWP
14
MYCIO Wealth Partners
Pennsylvania
– -$13K -524 Closed

JPM.PRF.CL Hedge Fund Activity: Q4 2015 in Review

12 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. Called (JPM.PRF.CL) for Q4 2015, worth a combined $17.7M — up 19% from $14.9M a quarter earlier.

Fund positioning in JPM.PRF.CL was balanced in Q4 2015: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 2 trimmed.

The largest buyer was MassMutual Private Wealth & Trust, opening a new position worth an estimated $1.44M. The largest seller was Snow Capital Management, exiting entirely with an estimated $1M sold.

  • 12 institutional investors held JPMorgan Chase & Co. Called (JPM.PRF.CL) as of Q4 2015, down from 13 in Q3 2015.
  • Funds reported $17.7M of JPMorgan Chase & Co. Called stock for Q4 2015, up 19% quarter-over-quarter.
  • 2 funds opened new JPMorgan Chase & Co. Called positions in Q4 2015 and 2 closed out, a net change of 0 holders.
  • The largest JPMorgan Chase & Co. Called buyer in Q4 2015 was MassMutual Private Wealth & Trust, an estimated $1.44M added.
  • The largest JPMorgan Chase & Co. Called seller in Q4 2015 was Snow Capital Management, an estimated $1M sold.

Based on aggregated 13F filings for Q4 2015.