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JPMorgan Chase & Co 6.00% Series EE Preferred Stock

8 hedge funds and large institutions have $11.2M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

0.02% less ownership

Funds ownership: 0.6% → 0.58% (-0.02%)

11% less funds holding

Funds holding: 9 → 8 (-1)

15% less capital inflows, than outflows

Capital inflows: $570K | Capital outflows: $670K

Holders
8
Holders Change
-1
Holders Change %
-11.11%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Crossmark Global Holdings
Crossmark Global Holdings
Texas
+$306K
2
IR
IAT Reinsurance
New York
+$264K

Top Sellers

Rank Fund Capital Flow
1
Edge Wealth Management
Edge Wealth Management
New York
-$409K
2
Oxbow Advisors
Oxbow Advisors
Texas
-$261K

JPM.PRC Hedge Fund Activity: Q1 2022 in Review

8 of the 6,363 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q1 2022, worth a combined $11.2M — down 6.6% from $12M a quarter earlier.

Fund positioning in JPM.PRC was balanced in Q1 2022: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.

The largest buyer was Crossmark Global Holdings, adding an estimated $306K. The largest seller was Edge Wealth Management, exiting entirely with an estimated $409K sold.

  • 8 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q1 2022, down from 9 in Q4 2021.
  • Funds reported $11.2M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q1 2022, down 6.6% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q1 2022 and 1 closed out, a net change of 0 holders.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q1 2022 was Crossmark Global Holdings, an estimated $306K added.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q1 2022 was Edge Wealth Management, an estimated $409K sold.

Based on aggregated 13F filings for Q1 2022.