We are live on ! Find out more
JPM.PRF.CL

JPMorgan Chase & Co. Called
JPM.PRF.CL

Delisted

JPM.PRF.CL was delisted on the 28th of February, 2020.

Back to rankings

10 hedge funds and large institutions have $9.24M invested in JPMorgan Chase & Co. Called in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less funds holding

Funds holding: 11 → 10 (-1)

16% less capital invested

Capital invested by funds: $10.9M → $9.24M (-$1.7M)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
10
Holders Change
-1
Holders Change %
-9.09%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWM
Edge Wealth Management
New York
+$310K
2
MCM
Maryland Capital Management
Maryland
+$111K

Top Sellers

Rank Fund Capital Flow
1
RIG
Roosevelt Investment Group
New York
-$2.62M
2
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
-$78.2K
3
EI
Ellevest Inc
New York
-$25K
4
SAM
Selway Asset Management
-$15.5K
5
ECM
Estabrook Capital Management
New York
-$12.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1
Maryland Capital Management
Maryland
$3.63M +$111K +4,275 +3%
SCM
2
Shapiro Capital Management
Georgia
$1.77M – – –
SAM
3
Selway Asset Management
$1.57M -$15.5K -600 -1%
WFMPM
4
Woodley Farra Manion Portfolio Management
Indiana
$909K -$78.2K -3,025 -8%
AAM
5
AR Asset Management
California
$520K – – –
WCG
6
Weaver Consulting Group
California
$411K +$414K +15,994 New
EWM
7
Edge Wealth Management
New York
$318K +$310K +12,000 +4,800%
ECM
8
Estabrook Capital Management
New York
$71.5K -$12.9K -500 -15%
PCG
9
Private Capital Group
Connecticut
$21K – – –
SIM
10
Sonora Investment Management
Arizona
$9K – – –
RIG
11
Roosevelt Investment Group
New York
– -$2.62M -103,150 Closed
EI
12
Ellevest Inc
New York
– -$25K -1,000 Closed

JPM.PRF.CL Hedge Fund Activity: Q1 2019 in Review

10 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. Called (JPM.PRF.CL) for Q1 2019, worth a combined $9.24M — down 16% from $10.9M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of JPM.PRF.CL and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.

The largest buyer was Edge Wealth Management, adding an estimated $310K. The largest seller was Roosevelt Investment Group, exiting entirely with an estimated $2.62M sold.

  • 10 institutional investors held JPMorgan Chase & Co. Called (JPM.PRF.CL) as of Q1 2019, down from 11 in Q4 2018.
  • Funds reported $9.24M of JPMorgan Chase & Co. Called stock for Q1 2019, down 16% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co. Called positions in Q1 2019 and 2 closed out, a net change of -1 holder.
  • The largest JPMorgan Chase & Co. Called buyer in Q1 2019 was Edge Wealth Management, an estimated $310K added.
  • The largest JPMorgan Chase & Co. Called seller in Q1 2019 was Roosevelt Investment Group, an estimated $2.62M sold.

Based on aggregated 13F filings for Q1 2019.