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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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9 hedge funds and large institutions have $11.3M invested in JPMorgan Chase & Co. Called in 2018 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

0% less capital invested

Capital invested by funds: $11.4M → $11.3M (-$36K)

25% less funds holding

Funds holding: 12 → 9 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
9
Holders Change
-3
Holders Change %
-25%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
+$547K
2
MCM
Maryland Capital Management
Maryland
+$225K
3
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
+$912

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$645K
2
SAM
Selway Asset Management
-$150K
3
RIA
RPG Investment Advisory
California
-$15K
4
EWM
Edge Wealth Management
New York
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1
Maryland Capital Management
Maryland
$3.21M +$225K +8,615 +8%
RIG
2
Roosevelt Investment Group
New York
$2.91M +$547K +20,975 +23%
SAM
3
Selway Asset Management
$1.81M -$150K -5,750 -8%
SCM
4
Shapiro Capital Management
Georgia
$1.78M – – –
WFMPM
5
Woodley Farra Manion Portfolio Management
Indiana
$967K +$912 +35 +0.1%
AAM
6
AR Asset Management
California
$524K – – –
ECM
7
Estabrook Capital Management
New York
$85.1K – – –
PCG
8
Private Capital Group
Connecticut
$21K – – –
SIM
9
Sonora Investment Management
Arizona
$9K – – –
PPA
10
Parametric Portfolio Associates
Washington
– -$645K -24,643 Closed
RIA
11
RPG Investment Advisory
California
– -$15K -575 Closed
EWM
12
Edge Wealth Management
New York
– -$7K -250 Closed

JPM.PRF.CL Hedge Fund Activity: Q2 2018 in Review

9 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. Called (JPM.PRF.CL) for Q2 2018, worth a combined $11.3M — down 0.32% from $11.4M 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 1 trimmed existing stakes and 3 added.

The largest buyer was Roosevelt Investment Group, adding an estimated $547K. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $645K sold.

  • 9 institutional investors held JPMorgan Chase & Co. Called (JPM.PRF.CL) as of Q2 2018, down from 12 in Q1 2018.
  • Funds reported $11.3M of JPMorgan Chase & Co. Called stock for Q2 2018, down 0.32% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co. Called positions in Q2 2018 and 3 closed out, a net change of -3 holders.
  • The largest JPMorgan Chase & Co. Called buyer in Q2 2018 was Roosevelt Investment Group, an estimated $547K added.
  • The largest JPMorgan Chase & Co. Called seller in Q2 2018 was Parametric Portfolio Associates, an estimated $645K sold.

Based on aggregated 13F filings for Q2 2018.