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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 $25.4M invested in JPMorgan Chase & Co. Called in 2016 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $26M → $25.4M (-$586K)

25% less funds holding

Funds holding: 16 → 12 (-4)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
12
Holders Change
-4
Holders Change %
-25%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
5
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$1.36M
2
MCM
Maryland Capital Management
Maryland
+$415K
3
SAM
Selway Asset Management
+$253K
4
Ameriprise
Ameriprise
Minnesota
+$84.4K
5
PPA
Parametric Portfolio Associates
Washington
+$30.6K

Top Sellers

Rank Fund Capital Flow
1
William Blair & Company
William Blair & Company
Illinois
-$211K
2
SFG
SevenBridge Financial Group
Pennsylvania
-$27K
3
MWP
MYCIO Wealth Partners
Pennsylvania
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1
Roosevelt Investment Group
New York
$11.9M +$1.36M +49,650 +13%
EHC
2
Everett Harris & Co
California
$4.47M – – –
Ameriprise
3
Ameriprise
Minnesota
$2.84M +$84.4K +3,092 +3%
SAM
4
Selway Asset Management
$2.2M +$253K +9,275 +13%
MCM
5
Maryland Capital Management
Maryland
$1.93M +$415K +15,205 +27%
PPA
6
Parametric Portfolio Associates
Washington
$1.06M +$30.6K +1,120 +3%
AAM
7
AR Asset Management
California
$542K – – –
RAM
8
Roanoke Asset Management
New Jersey
$203K – – –
SOAMC
9
Spirit of America Management Corp
New York
$108K – – –
ECM
10
Estabrook Capital Management
New York
$88K – – –
WRM
11
Westport Resources Management
Connecticut
$73K – – –
EWM
12
Edge Wealth Management
New York
$7K – – –
William Blair & Company
13
William Blair & Company
Illinois
– -$211K -7,880 Closed
SFG
14
SevenBridge Financial Group
Pennsylvania
– -$27K -1,000 Closed
MWP
15
MYCIO Wealth Partners
Pennsylvania
– -$2K -81 Closed

JPM.PRF.CL Hedge Fund Activity: Q3 2016 in Review

12 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. Called (JPM.PRF.CL) for Q3 2016, worth a combined $25.4M — down 2.3% from $26M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of JPM.PRF.CL and 0 opened new positions — a net loss of 3 holders — while 0 trimmed existing stakes and 5 added.

The largest buyer was Roosevelt Investment Group, adding an estimated $1.36M. The largest seller was William Blair & Company, exiting entirely with an estimated $211K sold.

  • 12 institutional investors held JPMorgan Chase & Co. Called (JPM.PRF.CL) as of Q3 2016, down from 16 in Q2 2016.
  • Funds reported $25.4M of JPMorgan Chase & Co. Called stock for Q3 2016, down 2.3% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co. Called positions in Q3 2016 and 3 closed out, a net change of -3 holders.
  • The largest JPMorgan Chase & Co. Called buyer in Q3 2016 was Roosevelt Investment Group, an estimated $1.36M added.
  • The largest JPMorgan Chase & Co. Called seller in Q3 2016 was William Blair & Company, an estimated $211K sold.

Based on aggregated 13F filings for Q3 2016.