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

7 hedge funds and large institutions have $11.3M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $10.8M → $11.3M (+$536K)

0.01% more ownership

Funds ownership: 0.53% → 0.54% (+0.01%)

13% less funds holding

Funds holding: 8 → 7 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIM
Sonora Investment Management
Arizona
+$167K

Top Sellers

Rank Fund Capital Flow
1
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$41K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1
Sonora Investment Management
Arizona
$8.26M +$167K +5,930 +2%
AAM
2
AR Asset Management
California
$854K – – –
BMO
3
Beck Mack & Oliver
New York
$648K – – –
SCM
4
Snow Capital Management
Pennsylvania
$570K – – –
EWM
5
Edge Wealth Management
New York
$429K – – –
JIR
6
James Investment Research
Ohio
$427K – – –
ECM
7
Estabrook Capital Management
New York
$151K – – –
CSPIA
8
Cary Street Partners Investment Advisory
Virginia
– -$41K -1,500 Closed

JPM.PRC Hedge Fund Activity: Q4 2020 in Review

7 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q4 2020, worth a combined $11.3M — up 5% from $10.8M 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 0 trimmed existing stakes and 1 added.

The largest buyer was Sonora Investment Management, adding an estimated $167K. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $41K sold.

  • 7 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q4 2020, down from 8 in Q3 2020.
  • Funds reported $11.3M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q4 2020, up 5% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q4 2020 and 1 closed out, a net change of -1 holder.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q4 2020 was Sonora Investment Management, an estimated $167K added.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q4 2020 was Cary Street Partners Investment Advisory, an estimated $41K sold.

Based on aggregated 13F filings for Q4 2020.