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JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC

6 hedge funds and large institutions have $1.89M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

50% more funds holding

Funds holding: 4 → 6 (+2)

37% more capital invested

Capital invested by funds: $1.38M → $1.89M (+$507K)

0.02% more ownership

Funds ownership: 0.07% → 0.09% (+0.02%)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BMO
Beck Mack & Oliver
New York
+$550K
2
ECM
Estabrook Capital Management
New York
+$128K
3
EWM
Edge Wealth Management
New York
+$107K
4
JIR
James Investment Research
Ohio
+$80K
5
RWML
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
+$66.7K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$463K
Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
1
Beck Mack & Oliver
New York
$560K +$550K +20,622 New
SCM
2
Snow Capital Management
Pennsylvania
$543K – – –
JIR
3
James Investment Research
Ohio
$353K +$80K +3,000 +30%
ECM
4
Estabrook Capital Management
New York
$252K +$128K +4,800 +107%
EWM
5
Edge Wealth Management
New York
$109K +$107K +4,000 New
RWML
6
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$68K +$66.7K +2,500 New
AAM
7
Advisors Asset Management
Colorado
– -$463K -17,501 Closed

JPM.PRC Hedge Fund Activity: Q2 2019 in Review

6 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q2 2019, worth a combined $1.89M — up 37% from $1.38M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JPM.PRC positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Beck Mack & Oliver, opening a new position worth an estimated $550K. The largest seller was Advisors Asset Management, exiting entirely with an estimated $463K sold.

  • 6 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q2 2019, up from 4 in Q1 2019.
  • Funds reported $1.89M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q2 2019, up 37% quarter-over-quarter.
  • 3 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q2 2019 and 1 closed out, a net change of +2 holders.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q2 2019 was Beck Mack & Oliver, an estimated $550K added.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q2 2019 was Advisors Asset Management, an estimated $463K sold.

Based on aggregated 13F filings for Q2 2019.