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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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11 hedge funds and large institutions have $10.9M invested in JPMorgan Chase & Co. Called in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding

Funds holding: 10 → 11 (+1)

4% less capital invested

Capital invested by funds: $11.4M → $10.9M (-$450K)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
11
Holders Change
+1
Holders Change %
+10%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCM
Maryland Capital Management
Maryland
+$228K

Top Sellers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
-$297K
2
SAM
Selway Asset Management
-$203K
3
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
-$10.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1
Maryland Capital Management
Maryland
$3.43M +$228K +8,995 +7%
RIG
2
Roosevelt Investment Group
New York
$2.62M -$297K -11,725 -10%
SCM
3
Shapiro Capital Management
Georgia
$1.73M – – –
SAM
4
Selway Asset Management
$1.55M -$203K -8,000 -12%
WFMPM
5
Woodley Farra Manion Portfolio Management
Indiana
$963K -$10.3K -405 -1%
AAM
6
AR Asset Management
California
$507K – – –
ECM
7
Estabrook Capital Management
New York
$82.4K – – –
EI
8
Ellevest Inc
New York
$25K +$25.3K +1,000 New
PCG
9
Private Capital Group
Connecticut
$20K – – –
SIM
10
Sonora Investment Management
Arizona
$8K – – –
EWM
11
Edge Wealth Management
New York
$6K – – –

JPM.PRF.CL Hedge Fund Activity: Q4 2018 in Review

11 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. Called (JPM.PRF.CL) for Q4 2018, worth a combined $10.9M — down 3.9% from $11.4M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new JPM.PRF.CL positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.

The largest buyer was Maryland Capital Management, adding an estimated $228K. The largest seller was Roosevelt Investment Group, cutting an estimated $297K.

  • 11 institutional investors held JPMorgan Chase & Co. Called (JPM.PRF.CL) as of Q4 2018, up from 10 in Q3 2018.
  • Funds reported $10.9M of JPMorgan Chase & Co. Called stock for Q4 2018, down 3.9% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co. Called positions in Q4 2018 and 0 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase & Co. Called buyer in Q4 2018 was Maryland Capital Management, an estimated $228K added.
  • The largest JPMorgan Chase & Co. Called seller in Q4 2018 was Roosevelt Investment Group, an estimated $297K sold.

Based on aggregated 13F filings for Q4 2018.