JPMorgan Chase & Co. Called
JPM.PRF.CL
JPM.PRF.CL was delisted on the 28th of February, 2020.
12 hedge funds and large institutions have $13.6M invested in JPMorgan Chase & Co. Called in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 9 → 12 (+3)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
38% less capital invested
Capital invested by funds: $21.9M → $13.6M (-$8.29M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
+$269K |
| 2 |
RAM
Roanoke Asset Management
Jersey City,
New Jersey
|
+$202K |
| 3 |
MCM
Maryland Capital Management
Towson,
Maryland
|
+$83.5K |
| 4 |
SAM
Selway Asset Management
|
+$70K |
| 5 |
EWM
Edge Wealth Management
New York
|
+$6.74K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
Roosevelt Investment Group
New York
|
-$9.18M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$92.8K |
| 3 |
IP
Intellectus Partners
San Francisco,
California
|
-$1.75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EHC
1
Everett Harris & Co
Los Angeles,
California
| $4.45M | – | – | – |
|
|
RIG
2
Roosevelt Investment Group
New York
| $2.58M | -$9.18M | -340,661 | -78% |
|
|
MCM
3
Maryland Capital Management
Towson,
Maryland
| $2.32M | +$83.5K | +3,100 | +4% |
|
|
SAM
4
Selway Asset Management
| $2.18M | +$70K | +2,600 | +3% |
|
|
PPA
5
Parametric Portfolio Associates
Seattle,
Washington
| $696K | -$92.8K | -3,443 | -12% |
|
|
AAM
6
AR Asset Management
West Hollywood,
California
| $539K | – | – | – |
|
|
SCM
7
Shapiro Capital Management
Atlanta,
Georgia
| $270K | +$269K | +10,000 | New |
|
8
William Blair & Company
Chicago,
Illinois
| $212K | – | – | – |
|
|
RAM
9
Roanoke Asset Management
Jersey City,
New Jersey
| $202K | +$202K | +7,500 | New |
|
|
ECM
10
Estabrook Capital Management
New York
| $87.6K | – | – | – |
|
|
IP
11
Intellectus Partners
San Francisco,
California
| $45K | -$1.75K | -65 | -4% |
|
|
EWM
12
Edge Wealth Management
New York
| $7K | +$6.74K | +250 | New |
|
JPM.PRF.CL Hedge Fund Activity: Q2 2017 in Review
12 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. Called (JPM.PRF.CL) for Q2 2017, worth a combined $13.6M — down 38% from $21.9M 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 2 added to existing stakes and 3 trimmed.
The largest buyer was Shapiro Capital Management, opening a new position worth an estimated $269K. The largest seller was Roosevelt Investment Group, cutting an estimated $9.18M.
- 12 institutional investors held JPMorgan Chase & Co. Called (JPM.PRF.CL) as of Q2 2017, up from 9 in Q1 2017.
- Funds reported $13.6M of JPMorgan Chase & Co. Called stock for Q2 2017, down 38% quarter-over-quarter.
- 3 funds opened new JPMorgan Chase & Co. Called positions in Q2 2017 and 0 closed out, a net change of +3 holders.
- The largest JPMorgan Chase & Co. Called buyer in Q2 2017 was Shapiro Capital Management, an estimated $269K added.
- The largest JPMorgan Chase & Co. Called seller in Q2 2017 was Roosevelt Investment Group, an estimated $9.18M sold.
Based on aggregated 13F filings for Q2 2017.