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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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15 hedge funds and large institutions have $20.6M invested in JPMorgan Chase & Co. Called in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding

Funds holding: 12 → 15 (+3)

16% more capital invested

Capital invested by funds: $17.7M → $20.6M (+$2.85M)

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$683K
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$535K
3
Ameriprise
Ameriprise
Minnesota
+$452K
4
PPA
Parametric Portfolio Associates
Washington
+$45.1K
5
MCM
Maryland Capital Management
Maryland
+$40.6K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
Roosevelt Investment Group
New York
$5.38M +$683K +26,460 +15%
EHC
2
Everett Harris & Co
California
$4.32M – – –
Ameriprise
3
Ameriprise
Minnesota
$2.55M +$452K +17,524 +22%
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$2.02M +$535K +20,725 +37%
SAM
5
Selway Asset Management
$1.84M +$12.9K +500 +0.7%
MCM
6
Maryland Capital Management
Maryland
$1.19M +$40.6K +1,575 +4%
PPA
7
Parametric Portfolio Associates
Washington
$1.02M +$45.1K +1,749 +5%
SFG
8
SevenBridge Financial Group
Pennsylvania
$1M +$676K +26,190 New
AAM
9
AR Asset Management
California
$524K – – –
IR
10
IAT Reinsurance
New York
$524K – – –
SOAMC
11
Spirit of America Management Corp
New York
$105K – – –
ECM
12
Estabrook Capital Management
New York
$94.3K – – –
WRM
13
Westport Resources Management
Connecticut
$21K – – –
EWM
14
Edge Wealth Management
New York
$7K +$6.45K +250 New
MWP
15
MYCIO Wealth Partners
Pennsylvania
$1K +$1.14K +44 New

JPM.PRF.CL Hedge Fund Activity: Q1 2016 in Review

15 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. Called (JPM.PRF.CL) for Q1 2016, worth a combined $20.6M — up 16% from $17.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JPM.PRF.CL positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Roosevelt Investment Group, adding an estimated $683K.

  • 15 institutional investors held JPMorgan Chase & Co. Called (JPM.PRF.CL) as of Q1 2016, up from 12 in Q4 2015.
  • Funds reported $20.6M of JPMorgan Chase & Co. Called stock for Q1 2016, up 16% quarter-over-quarter.
  • 3 funds opened new JPMorgan Chase & Co. Called positions in Q1 2016 and 0 closed out, a net change of +3 holders.
  • The largest JPMorgan Chase & Co. Called buyer in Q1 2016 was Roosevelt Investment Group, an estimated $683K added.

Based on aggregated 13F filings for Q1 2016.