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

6 hedge funds and large institutions have $3.43M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more capital invested

Capital invested by funds: $1.89M → $3.43M (+$1.54M)

0.07% more ownership

Funds ownership: 0.09% → 0.16% (+0.07%)

0% more funds holding

Funds holding: 6 → 6 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KC
Kingfisher Capital
North Carolina
+$1.41M
2
BMO
Beck Mack & Oliver
New York
+$59.3K
3
JIR
James Investment Research
Ohio
+$55.4K

Top Sellers

Rank Fund Capital Flow
1
RWML
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$68K
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1
Kingfisher Capital
North Carolina
$1.43M +$1.41M +50,823 New
BMO
2
Beck Mack & Oliver
New York
$641K +$59.3K +2,140 +10%
SCM
3
Snow Capital Management
Pennsylvania
$563K – – –
JIR
4
James Investment Research
Ohio
$422K +$55.4K +2,000 +15%
ECM
5
Estabrook Capital Management
New York
$262K – – –
EWM
6
Edge Wealth Management
New York
$112K – – –
RWML
7
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
– -$68K -2,500 Closed

JPM.PRC Hedge Fund Activity: Q3 2019 in Review

6 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q3 2019, worth a combined $3.43M — up 82% from $1.89M a quarter earlier.

Fund positioning in JPM.PRC was balanced in Q3 2019: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.

The largest buyer was Kingfisher Capital, opening a new position worth an estimated $1.41M. The largest seller was RAFFA WEALTH MANAGEMENT, LLC, exiting entirely with an estimated $68K sold.

  • 6 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $3.43M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q3 2019, up 82% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q3 2019 and 1 closed out, a net change of 0 holders.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q3 2019 was Kingfisher Capital, an estimated $1.41M added.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q3 2019 was RAFFA WEALTH MANAGEMENT, LLC, an estimated $68K sold.

Based on aggregated 13F filings for Q3 2019.