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

9 hedge funds and large institutions have $6.86M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more capital invested

Capital invested by funds: $3.57M → $6.86M (+$3.29M)

29% more funds holding

Funds holding: 7 → 9 (+2)

0.18% more ownership

Funds ownership: 0.17% → 0.35% (+0.18%)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIM
Sonora Investment Management
Arizona
+$2.63M
2
AAM
AR Asset Management
California
+$820K
3
EWM
Edge Wealth Management
New York
+$410K

Top Sellers

Rank Fund Capital Flow
1
ECM
Estabrook Capital Management
New York
-$109K
2
KC
Kingfisher Capital
North Carolina
-$34.9K
3
VCP
Verus Capital Partners
Arizona
-$13.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1
Sonora Investment Management
Arizona
$2.52M +$2.63M +96,168 New
KC
2
Kingfisher Capital
North Carolina
$1.3M -$34.9K -1,278 -3%
AAM
3
AR Asset Management
California
$784K +$820K +30,000 New
BMO
4
Beck Mack & Oliver
New York
$595K – – –
SCM
5
Snow Capital Management
Pennsylvania
$523K – – –
EWM
6
Edge Wealth Management
New York
$498K +$410K +15,000 +375%
JIR
7
James Investment Research
Ohio
$392K – – –
ECM
8
Estabrook Capital Management
New York
$139K -$109K -4,000 -43%
VCP
9
Verus Capital Partners
Arizona
$118K -$13.7K -500 -10%

JPM.PRC Hedge Fund Activity: Q1 2020 in Review

9 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q1 2020, worth a combined $6.86M — up 92% from $3.57M a quarter earlier.

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

The largest buyer was Sonora Investment Management, opening a new position worth an estimated $2.63M. The largest seller was Estabrook Capital Management, cutting an estimated $109K.

  • 9 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q1 2020, up from 7 in Q4 2019.
  • Funds reported $6.86M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q1 2020, up 92% quarter-over-quarter.
  • 2 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q1 2020 and 0 closed out, a net change of +2 holders.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q1 2020 was Sonora Investment Management, an estimated $2.63M added.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q1 2020 was Estabrook Capital Management, an estimated $109K sold.

Based on aggregated 13F filings for Q1 2020.