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

8 hedge funds and large institutions have $11.3M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

0% more capital invested

Capital invested by funds: $11.2M → $11.3M (+$47.9K)

0.02% more ownership

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

0% more funds holding

Funds holding: 8 → 8 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
8
Holders Change
–
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Shapiro Capital Management
Georgia
+$762K
2
OA
Oxbow Advisors
Texas
+$92.3K
3
AWM
Accel Wealth Management
Iowa
+$50.8K
4
BMO
Beck Mack & Oliver
New York
+$30.6K

Top Sellers

Rank Fund Capital Flow
1
CGH
Crossmark Global Holdings
Texas
-$302K
2
IR
IAT Reinsurance
New York
-$263K
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
1
Crossmark Global Holdings
Texas
$6.57M -$302K -11,900 -4%
OA
2
Oxbow Advisors
Texas
$1.8M +$92.3K +3,630 +5%
BMO
3
Beck Mack & Oliver
New York
$814K +$30.6K +1,202 +4%
AAM
4
AR Asset Management
California
$766K – – –
SCM
5
Shapiro Capital Management
Georgia
$766K +$762K +30,000 New
JIR
6
James Investment Research
Ohio
$383K – – –
ECM
7
Estabrook Capital Management
New York
$135K – – –
AWM
8
Accel Wealth Management
Iowa
$52K +$50.8K +2,000 New
IR
9
IAT Reinsurance
New York
– -$263K -10,000 Closed

JPM.PRC Hedge Fund Activity: Q2 2022 in Review

8 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q2 2022, worth a combined $11.3M — up 0.43% from $11.2M a quarter earlier.

Fund positioning in JPM.PRC was balanced in Q2 2022: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 1 trimmed.

The largest buyer was Shapiro Capital Management, opening a new position worth an estimated $762K. The largest seller was Crossmark Global Holdings, cutting an estimated $302K.

  • 8 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $11.3M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q2 2022, up 0.43% quarter-over-quarter.
  • 2 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q2 2022 and 2 closed out, a net change of 0 holders.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q2 2022 was Shapiro Capital Management, an estimated $762K added.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q2 2022 was Crossmark Global Holdings, an estimated $302K sold.

Based on aggregated 13F filings for Q2 2022.