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

7 hedge funds and large institutions have $10.5M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2021 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 7 → 7 (0)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

0.02% less ownership

Funds ownership: 0.54% → 0.52% (-0.02%)

7% less capital invested

Capital invested by funds: $11.3M → $10.5M (-$847K)

Holders
7
Holders Change
–
Holders Change %
0%
% 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
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BMO
Beck Mack & Oliver
New York
+$150K

Top Sellers

Rank Fund Capital Flow
1
SIM
Sonora Investment Management
Arizona
-$598K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1
Sonora Investment Management
Arizona
$7.37M -$598K -21,765 -8%
AAM
2
AR Asset Management
California
$824K – – –
BMO
3
Beck Mack & Oliver
New York
$776K +$150K +5,460 +24%
SCM
4
Snow Capital Management
Pennsylvania
$550K – – –
EWM
5
Edge Wealth Management
New York
$412K – – –
JIR
6
James Investment Research
Ohio
$412K – – –
ECM
7
Estabrook Capital Management
New York
$146K – – –

JPM.PRC Hedge Fund Activity: Q1 2021 in Review

7 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q1 2021, worth a combined $10.5M — down 7.5% from $11.3M a quarter earlier.

Fund positioning in JPM.PRC was balanced in Q1 2021: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was Beck Mack & Oliver, adding an estimated $150K. The largest seller was Sonora Investment Management, cutting an estimated $598K.

  • 7 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $10.5M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q1 2021, down 7.5% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q1 2021 and 0 closed out.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q1 2021 was Beck Mack & Oliver, an estimated $150K added.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q1 2021 was Sonora Investment Management, an estimated $598K sold.

Based on aggregated 13F filings for Q1 2021.