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

8 hedge funds and large institutions have $11.1M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

32% more capital invested

Capital invested by funds: $8.4M → $11.1M (+$2.68M)

0.15% more ownership

Funds ownership: 0.39% → 0.54% (+0.15%)

33% less funds holding

Funds holding: 12 → 8 (-4)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
8
Holders Change
-4
Holders Change %
-33.33%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
+$6.25M
2
OA
Oxbow Advisors
Texas
+$179K
3
UB
UMB Bank
Missouri
+$4.8K

Top Sellers

Rank Fund Capital Flow
1
KIG
Kessler Investment Group
Indiana
-$1.31M
2
WPP
Whalerock Point Partners
Rhode Island
-$1.15M
3
SPIA
Steward Partners Investment Advisory
New York
-$243K
4
RAM
Roanoke Asset Management
New Jersey
-$202K
5
ECM
Estabrook Capital Management
New York
-$8.42K
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
1
Crossmark Global Holdings
Texas
$6.17M +$6.25M +222,755 New
OA
2
Oxbow Advisors
Texas
$2.01M +$179K +6,374 +10%
BMO
3
Beck Mack & Oliver
New York
$850K – – –
AAM
4
AR Asset Management
California
$832K – – –
EWM
5
Edge Wealth Management
New York
$416K – – –
JIR
6
James Investment Research
Ohio
$416K – – –
UB
7
UMB Bank
Missouri
$250K +$4.8K +171 +2%
ECM
8
Estabrook Capital Management
New York
$139K -$8.42K -300 -6%
KIG
9
Kessler Investment Group
Indiana
– -$1.31M -45,369 Closed
WPP
10
Whalerock Point Partners
Rhode Island
– -$1.15M -40,000 Closed
SPIA
11
Steward Partners Investment Advisory
New York
– -$243K -8,425 Closed
RAM
12
Roanoke Asset Management
New Jersey
– -$202K -7,000 Closed

JPM.PRC Hedge Fund Activity: Q3 2021 in Review

8 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q3 2021, worth a combined $11.1M — up 32% from $8.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JPM.PRC and 1 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 2 added.

The largest buyer was Crossmark Global Holdings, opening a new position worth an estimated $6.25M. The largest seller was Kessler Investment Group, exiting entirely with an estimated $1.31M sold.

  • 8 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q3 2021, down from 12 in Q2 2021.
  • Funds reported $11.1M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q3 2021, up 32% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q3 2021 and 4 closed out, a net change of -3 holders.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q3 2021 was Crossmark Global Holdings, an estimated $6.25M added.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q3 2021 was Kessler Investment Group, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2021.