JPM.PRC icon

JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.00% Non-Cumulative Preferred Stock, Series EE
JPM.PRC

Overview Fund Activity

12 hedge funds and large institutions have $8.4M invested in JPMorgan Chase & Co. Depositary Shares, each representing a 1/400th interest in a share of 6.00% Non-Cumulative Preferred Stock, Series EE 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.

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

1
OA
1
Oxbow Advisors
Texas
$1.9M
2
KIG
2
Kessler Investment Group
Indiana
$1.31M
3
WPP
3
Whalerock Point Partners
Rhode Island
$1.15M
4
UB
4
UMB Bank
Missouri
$255K
5
SPIA
5
Steward Partners Investment Advisory
New York
$243K

Top Sellers

1
SIM
1
Sonora Investment Management
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
1
Oxbow Advisors
Texas
$1.9M +$1.9M +65,988 New
KIG
2
Kessler Investment Group
Indiana
$1.31M +$1.31M +45,369 New
WPP
3
Whalerock Point Partners
Rhode Island
$1.15M +$1.15M +40,000 New
BMO
4
Beck Mack & Oliver
New York
$884K +$70.3K +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 +$255K +8,832 New
SPIA
10
Steward Partners Investment Advisory
New York
$243K +$243K +8,425 New
RAM
11
Roanoke Asset Management
New Jersey
$202K +$202K +7,000 New
ECM
12
Estabrook Capital Management
New York
$153K – – –
SIM
13
Sonora Investment Management
Arizona
– -$7.37M -268,115 Closed