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 $21.9M invested in JPMorgan Chase & Co. Called in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
6% less capital invested
Capital invested by funds: $23.3M → $21.9M (-$1.47M)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
+$225K |
| 2 |
William Blair & Company
Chicago,
Illinois
|
+$205K |
| 3 |
MCM
Maryland Capital Management
Towson,
Maryland
|
+$103K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.79M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$110K |
| 3 |
SAM
Selway Asset Management
|
-$54.7K |
| 4 |
IP
Intellectus Partners
San Francisco,
California
|
-$78 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIG
1
Roosevelt Investment Group
New York
| $11.6M | +$225K | +8,624 | +2% |
|
|
EHC
2
Everett Harris & Co
Los Angeles,
California
| $4.38M | – | – | – |
|
|
MCM
3
Maryland Capital Management
Towson,
Maryland
| $2.2M | +$103K | +3,945 | +5% |
|
|
SAM
4
Selway Asset Management
| $2.08M | -$54.7K | -2,100 | -3% |
|
|
PPA
5
Parametric Portfolio Associates
Seattle,
Washington
| $776K | -$110K | -4,244 | -13% |
|
|
AAM
6
AR Asset Management
West Hollywood,
California
| $530K | – | – | – |
|
|
7
William Blair & Company
Chicago,
Illinois
| $209K | +$205K | +7,880 | New |
|
|
ECM
8
Estabrook Capital Management
New York
| $86.2K | – | – | – |
|
|
IP
9
Intellectus Partners
San Francisco,
California
| $46K | -$78 | -3 | -0.2% |
|
|
10
Ameriprise
Minneapolis,
Minnesota
| – | -$2.79M | -110,242 | Closed |
|
JPM.PRF.CL Hedge Fund Activity: Q1 2017 in Review
9 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. Called (JPM.PRF.CL) for Q1 2017, worth a combined $21.9M — down 6.3% from $23.3M a quarter earlier.
Fund positioning in JPM.PRF.CL was balanced in Q1 2017: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 3 trimmed.
The largest buyer was Roosevelt Investment Group, adding an estimated $225K. The largest seller was Ameriprise, exiting entirely with an estimated $2.79M sold.
- 9 institutional investors held JPMorgan Chase & Co. Called (JPM.PRF.CL) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $21.9M of JPMorgan Chase & Co. Called stock for Q1 2017, down 6.3% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co. Called positions in Q1 2017 and 1 closed out, a net change of 0 holders.
- The largest JPMorgan Chase & Co. Called buyer in Q1 2017 was Roosevelt Investment Group, an estimated $225K added.
- The largest JPMorgan Chase & Co. Called seller in Q1 2017 was Ameriprise, an estimated $2.79M sold.
Based on aggregated 13F filings for Q1 2017.