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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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16 hedge funds and large institutions have $26M invested in JPMorgan Chase & Co. Called in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

26% more capital invested

Capital invested by funds: $20.6M → $26M (+$5.41M)

7% more funds holding

Funds holding: 15 → 16 (+1)

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$4.86M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$640K
3
MCM
Maryland Capital Management
Maryland
+$288K
4
William Blair & Company
William Blair & Company
Illinois
+$208K
5
RAM
Roanoke Asset Management
New Jersey
+$198K

Top Sellers

Rank Fund Capital Flow
1
SFG
SevenBridge Financial Group
Pennsylvania
-$666K
2
IR
IAT Reinsurance
New York
-$524K
3
PPA
Parametric Portfolio Associates
Washington
-$30.5K
4
ECM
Estabrook Capital Management
New York
-$9.25K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
Roosevelt Investment Group
New York
$10.4M +$4.86M +183,960 +90%
EHC
2
Everett Harris & Co
California
$4.42M – – –
Ameriprise
3
Ameriprise
Minnesota
$2.73M +$122K +4,631 +5%
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$2.71M +$640K +24,200 +31%
SAM
5
Selway Asset Management
$1.93M +$42.3K +1,600 +2%
MCM
6
Maryland Capital Management
Maryland
$1.5M +$288K +10,895 +24%
PPA
7
Parametric Portfolio Associates
Washington
$1.02M -$30.5K -1,154 -3%
AAM
8
AR Asset Management
California
$536K – – –
William Blair & Company
9
William Blair & Company
Illinois
$211K +$208K +7,880 New
RAM
10
Roanoke Asset Management
New Jersey
$201K +$198K +7,500 New
SOAMC
11
Spirit of America Management Corp
New York
$107K – – –
ECM
12
Estabrook Capital Management
New York
$87.1K -$9.25K -350 -10%
WRM
13
Westport Resources Management
Connecticut
$72K +$50.2K +1,900 +238%
SFG
14
SevenBridge Financial Group
Pennsylvania
$27K -$666K -25,190 -96%
EWM
15
Edge Wealth Management
New York
$7K – – –
MWP
16
MYCIO Wealth Partners
Pennsylvania
$2K +$978 +37 +84%
IR
17
IAT Reinsurance
New York
– -$524K -20,000 Closed

JPM.PRF.CL Hedge Fund Activity: Q2 2016 in Review

16 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. Called (JPM.PRF.CL) for Q2 2016, worth a combined $26M — up 26% from $20.6M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new JPM.PRF.CL positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Roosevelt Investment Group, adding an estimated $4.86M. The largest seller was SevenBridge Financial Group, cutting an estimated $666K.

  • 16 institutional investors held JPMorgan Chase & Co. Called (JPM.PRF.CL) as of Q2 2016, up from 15 in Q1 2016.
  • Funds reported $26M of JPMorgan Chase & Co. Called stock for Q2 2016, up 26% quarter-over-quarter.
  • 2 funds opened new JPMorgan Chase & Co. Called positions in Q2 2016 and 1 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase & Co. Called buyer in Q2 2016 was Roosevelt Investment Group, an estimated $4.86M added.
  • The largest JPMorgan Chase & Co. Called seller in Q2 2016 was SevenBridge Financial Group, an estimated $666K sold.

Based on aggregated 13F filings for Q2 2016.