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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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15 hedge funds and large institutions have $14.5M invested in JPMorgan Chase & Co. Called in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

25% more funds holding

Funds holding: 12 → 15 (+3)

7% more capital invested

Capital invested by funds: $13.6M → $14.5M (+$906K)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
15
Holders Change
+3
Holders Change %
+25%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
+$962K
2
MCM
Maryland Capital Management
Maryland
+$288K
3
SFG
SevenBridge Financial Group
Pennsylvania
+$26.9K
4
PPA
Parametric Portfolio Associates
Washington
+$16.5K
5
SIM
Sonora Investment Management
Arizona
+$8.95K

Top Sellers

Rank Fund Capital Flow
1
William Blair & Company
William Blair & Company
Illinois
-$212K
2
RIG
Roosevelt Investment Group
New York
-$85.9K
3
SAM
Selway Asset Management
-$2.69K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.41M – – –
MCM
2
Maryland Capital Management
Maryland
$2.59M +$288K +10,725 +12%
RIG
3
Roosevelt Investment Group
New York
$2.47M -$85.9K -3,196 -3%
SAM
4
Selway Asset Management
$2.16M -$2.69K -100 -0.1%
WFMPM
5
Woodley Farra Manion Portfolio Management
Indiana
$957K +$962K +35,805 New
PPA
6
Parametric Portfolio Associates
Washington
$707K +$16.5K +614 +2%
AAM
7
AR Asset Management
California
$535K – – –
SCM
8
Shapiro Capital Management
Georgia
$268K – – –
RAM
9
Roanoke Asset Management
New Jersey
$201K – – –
ECM
10
Estabrook Capital Management
New York
$86.9K – – –
IP
11
Intellectus Partners
California
$45K – – –
SFG
12
SevenBridge Financial Group
Pennsylvania
$27K +$26.9K +1,000 New
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$9K +$8.73K +325 New
SIM
14
Sonora Investment Management
Arizona
$8.91K +$8.95K +333 New
EWM
15
Edge Wealth Management
New York
$7K – – –
William Blair & Company
16
William Blair & Company
Illinois
– -$212K -7,880 Closed

JPM.PRF.CL Hedge Fund Activity: Q3 2017 in Review

15 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. Called (JPM.PRF.CL) for Q3 2017, worth a combined $14.5M — up 6.7% from $13.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JPM.PRF.CL positions and 1 closed out — a net gain of 3 holders — while 2 added to existing stakes and 2 trimmed.

The largest buyer was Woodley Farra Manion Portfolio Management, opening a new position worth an estimated $962K. The largest seller was William Blair & Company, exiting entirely with an estimated $212K sold.

  • 15 institutional investors held JPMorgan Chase & Co. Called (JPM.PRF.CL) as of Q3 2017, up from 12 in Q2 2017.
  • Funds reported $14.5M of JPMorgan Chase & Co. Called stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 4 funds opened new JPMorgan Chase & Co. Called positions in Q3 2017 and 1 closed out, a net change of +3 holders.
  • The largest JPMorgan Chase & Co. Called buyer in Q3 2017 was Woodley Farra Manion Portfolio Management, an estimated $962K added.
  • The largest JPMorgan Chase & Co. Called seller in Q3 2017 was William Blair & Company, an estimated $212K sold.

Based on aggregated 13F filings for Q3 2017.