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

8 hedge funds and large institutions have $10.8M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding

Funds holding: 7 → 8 (+1)

9% more capital invested

Capital invested by funds: $9.87M → $10.8M (+$931K)

0.05% more ownership

Funds ownership: 0.49% → 0.53% (+0.05%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIM
Sonora Investment Management
Arizona
+$946K
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$41.9K

Top Sellers

Rank Fund Capital Flow
1
EWM
Edge Wealth Management
New York
-$55.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1
Sonora Investment Management
Arizona
$7.79M +$946K +33,865 +14%
AAM
2
AR Asset Management
California
$823K – – –
BMO
3
Beck Mack & Oliver
New York
$625K – – –
SCM
4
Snow Capital Management
Pennsylvania
$549K – – –
EWM
5
Edge Wealth Management
New York
$412K -$55.9K -2,000 -12%
JIR
6
James Investment Research
Ohio
$412K – – –
ECM
7
Estabrook Capital Management
New York
$145K – – –
CSPIA
8
Cary Street Partners Investment Advisory
Virginia
$41K +$41.9K +1,500 New

JPM.PRC Hedge Fund Activity: Q3 2020 in Review

8 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q3 2020, worth a combined $10.8M — up 9.4% from $9.87M a quarter earlier.

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

The largest buyer was Sonora Investment Management, adding an estimated $946K. The largest seller was Edge Wealth Management, cutting an estimated $55.9K.

  • 8 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q3 2020, up from 7 in Q2 2020.
  • Funds reported $10.8M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q3 2020, up 9.4% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q3 2020 and 0 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q3 2020 was Sonora Investment Management, an estimated $946K added.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q3 2020 was Edge Wealth Management, an estimated $55.9K sold.

Based on aggregated 13F filings for Q3 2020.