JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
9 hedge funds and large institutions have $12M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
13% more funds holding
Funds holding: 8 → 9 (+1)
9% more capital invested
Capital invested by funds: $11.1M → $12M (+$953K)
0.06% more ownership
Funds ownership: 0.54% → 0.6% (+0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$958K |
| 2 |
OA
Oxbow Advisors
Austin,
Texas
|
+$119K |
| 3 |
ECM
Estabrook Capital Management
New York
|
+$8.23K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$274 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UB
UMB Bank
Kansas City,
Missouri
|
-$250K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $7.02M | +$958K | +34,895 | +16% |
|
|
OA
2
Oxbow Advisors
Austin,
Texas
| $2.09M | +$119K | +4,343 | +6% |
|
|
BMO
3
Beck Mack & Oliver
New York
| $836K | – | – | – |
|
|
AAM
4
AR Asset Management
West Hollywood,
California
| $818K | – | – | – |
|
|
EWM
5
Edge Wealth Management
New York
| $409K | – | – | – |
|
|
JIR
6
James Investment Research
Alpha,
Ohio
| $409K | – | – | – |
|
|
AFG
7
Alterity Financial Group
Bangor,
Maine
| $309K | +$311K | +11,332 | New |
|
|
ECM
8
Estabrook Capital Management
New York
| $144K | +$8.23K | +300 | +6% |
|
|
UB
9
UMB Bank
Kansas City,
Missouri
| – | -$250K | -9,003 | Closed |
|
|
10
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$274 | +10 | New |
|
JPM.PRC Hedge Fund Activity: Q4 2021 in Review
9 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q4 2021, worth a combined $12M — up 8.6% from $11.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JPM.PRC positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Crossmark Global Holdings, adding an estimated $958K. The largest seller was UMB Bank, exiting entirely with an estimated $250K sold.
- 9 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q4 2021, up from 8 in Q3 2021.
- Funds reported $12M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q4 2021, up 8.6% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q4 2021 and 1 closed out, a net change of +1 holder.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q4 2021 was Crossmark Global Holdings, an estimated $958K added.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q4 2021 was UMB Bank, an estimated $250K sold.
Based on aggregated 13F filings for Q4 2021.