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JPMorgan Chase & Co 6.00% Series EE Preferred Stock

7 hedge funds and large institutions have $9.9M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2020 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more capital inflows, than outflows

Capital inflows: $4.17M | Capital outflows: $1.35M

0.13% more ownership

Funds ownership: 0.35% → 0.49% (+0.13%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

22% less funds holding

Funds holding: 9 → 7 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
7
Holders Change
-2
Holders Change %
-22.22%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Sonora Investment Management
Sonora Investment Management
Arizona
+$4.17M

Top Sellers

Rank Fund Capital Flow
1
Kingfisher Capital
Kingfisher Capital
North Carolina
-$1.3M
2
Edge Wealth Management
Edge Wealth Management
New York
-$54.2K

JPM.PRC Hedge Fund Activity: Q2 2020 in Review

7 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q2 2020, worth a combined $9.9M — up 44% from $6.86M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of JPM.PRC and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.

The largest buyer was Sonora Investment Management, adding an estimated $4.17M. The largest seller was Kingfisher Capital, exiting entirely with an estimated $1.3M sold.

  • 7 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q2 2020, down from 9 in Q1 2020.
  • Funds reported $9.9M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q2 2020, up 44% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q2 2020 and 1 closed out, a net change of -1 holder.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q2 2020 was Sonora Investment Management, an estimated $4.17M added.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q2 2020 was Kingfisher Capital, an estimated $1.3M sold.

Based on aggregated 13F filings for Q2 2020.