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

12 hedge funds and large institutions have $8.4M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

71% more funds holding

Funds holding: 7 → 12 (+5)

0.12% less ownership

Funds ownership: 0.52% → 0.39% (-0.12%)

20% less capital invested

Capital invested by funds: $10.5M → $8.4M (-$2.08M)

Holders
12
Holders Change
+5
Holders Change %
+71.43%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
+$1.85M
2
KIG
Kessler Investment Group
Indiana
+$1.27M
3
WPP
Whalerock Point Partners
Rhode Island
+$1.12M
4
UB
UMB Bank
Missouri
+$248K
5
SPIA
Steward Partners Investment Advisory
New York
+$237K

Top Sellers

Rank Fund Capital Flow
1
SIM
Sonora Investment Management
Arizona
-$7.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1
Oxbow Advisors
Texas
$1.9M +$1.85M +65,988 New
KIG
2
Kessler Investment Group
Indiana
$1.31M +$1.27M +45,369 New
WPP
3
Whalerock Point Partners
Rhode Island
$1.15M +$1.12M +40,000 New
BMO
4
Beck Mack & Oliver
New York
$884K +$68.5K +2,440 +9%
AAM
5
AR Asset Management
California
$865K – – –
SCM
6
Snow Capital Management
Pennsylvania
$577K – – –
JIR
7
James Investment Research
Ohio
$432K – – –
EWM
8
Edge Wealth Management
New York
$431K – – –
UB
9
UMB Bank
Missouri
$255K +$248K +8,832 New
SPIA
10
Steward Partners Investment Advisory
New York
$243K +$237K +8,425 New
RAM
11
Roanoke Asset Management
New Jersey
$202K +$197K +7,000 New
ECM
12
Estabrook Capital Management
New York
$153K – – –
SIM
13
Sonora Investment Management
Arizona
– -$7.37M -268,115 Closed

JPM.PRC Hedge Fund Activity: Q2 2021 in Review

12 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q2 2021, worth a combined $8.4M — down 20% from $10.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPM.PRC positions and 1 closed out — a net gain of 5 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Oxbow Advisors, opening a new position worth an estimated $1.85M. The largest seller was Sonora Investment Management, exiting entirely with an estimated $7.37M sold.

  • 12 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q2 2021, up from 7 in Q1 2021.
  • Funds reported $8.4M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q2 2021, down 20% quarter-over-quarter.
  • 6 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q2 2021 and 1 closed out, a net change of +5 holders.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q2 2021 was Oxbow Advisors, an estimated $1.85M added.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q2 2021 was Sonora Investment Management, an estimated $7.37M sold.

Based on aggregated 13F filings for Q2 2021.