JPMorgan Chase & Co. Called
JPM.PRF.CL
JPM.PRF.CL was delisted on the 28th of February, 2020.
9 hedge funds and large institutions have $23.3M invested in JPMorgan Chase & Co. Called in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 3 closing their positions.
8% less capital invested
Capital invested by funds: $25.4M → $23.3M (-$2.08M)
25% less funds holding
Funds holding: 12 → 9 (-3)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maryland Capital Management
Towson,
Maryland
|
+$197K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
-$299K |
| 2 |
RAM
Roanoke Asset Management
Jersey City,
New Jersey
|
-$203K |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$146K |
| 4 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
|
-$108K |
| 5 |
SAM
Selway Asset Management
|
-$20.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIG
1
Roosevelt Investment Group
New York
| $10.8M | -$299K | -11,450 | -3% |
|
|
EHC
2
Everett Harris & Co
Los Angeles,
California
| $4.18M | – | – | – |
|
|
3
Ameriprise
Minneapolis,
Minnesota
| $2.79M | +$135K | +5,175 | +5% |
|
|
SAM
4
Selway Asset Management
| $2.04M | -$20.9K | -800 | -1% |
|
|
MCM
5
Maryland Capital Management
Towson,
Maryland
| $2M | +$197K | +7,525 | +11% |
|
|
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $849K | -$146K | -5,593 | -14% |
|
|
AAM
7
AR Asset Management
West Hollywood,
California
| $507K | – | – | – |
|
|
ECM
8
Estabrook Capital Management
New York
| $82.4K | – | – | – |
|
|
IP
9
Intellectus Partners
San Francisco,
California
| $44K | +$45.9K | +1,755 | New |
|
|
RAM
10
Roanoke Asset Management
Jersey City,
New Jersey
| – | -$203K | -7,500 | Closed |
|
|
SOAMC
11
Spirit of America Management Corp
Syosset,
New York
| – | -$108K | -4,000 | Closed |
|
|
EWM
12
Edge Wealth Management
New York
| – | -$7K | -250 | Closed |
|
JPM.PRF.CL Hedge Fund Activity: Q4 2016 in Review
9 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. Called (JPM.PRF.CL) for Q4 2016, worth a combined $23.3M — down 8.2% from $25.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JPM.PRF.CL and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was Maryland Capital Management, adding an estimated $197K. The largest seller was Roosevelt Investment Group, cutting an estimated $299K.
- 9 institutional investors held JPMorgan Chase & Co. Called (JPM.PRF.CL) as of Q4 2016, down from 12 in Q3 2016.
- Funds reported $23.3M of JPMorgan Chase & Co. Called stock for Q4 2016, down 8.2% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co. Called positions in Q4 2016 and 3 closed out, a net change of -2 holders.
- The largest JPMorgan Chase & Co. Called buyer in Q4 2016 was Maryland Capital Management, an estimated $197K added.
- The largest JPMorgan Chase & Co. Called seller in Q4 2016 was Roosevelt Investment Group, an estimated $299K sold.
Based on aggregated 13F filings for Q4 2016.