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

8 hedge funds and large institutions have $11.1M 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 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.

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

1
CGH
1
Crossmark Global Holdings
Texas
$6.18M
2
OA
2
Oxbow Advisors
Texas
$2.01M
3
UB
3
UMB Bank
Missouri
$250K

Top Sellers

1
KIG
1
Kessler Investment Group
Indiana
$0
2
WPP
2
Whalerock Point Partners
Rhode Island
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$0
4
RAM
4
Roanoke Asset Management
New Jersey
$0
5
ECM
5
Estabrook Capital Management
New York
$139K
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
1
Crossmark Global Holdings
Texas
$6.18M +$6.18M +222,755 New
OA
2
Oxbow Advisors
Texas
$2.01M +$177K +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 +$4.75K +171 +2%
ECM
8
Estabrook Capital Management
New York
$139K -$8.32K -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