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

9 hedge funds and large institutions have $28.3M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more capital invested

Capital invested by funds: $11.3M → $28.3M (+$17M)

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

13% more funds holding

Funds holding: 8 → 9 (+1)

0.94% more ownership

Funds ownership: 0.6% → 1.53% (+0.94%)

Holders
9
Holders Change
+1
Holders Change %
+12.5%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
Connectus Wealth
Ohio
+$17.7M
2
OA
Oxbow Advisors
Texas
+$38.5K
3
CGH
Crossmark Global Holdings
Texas
+$18.6K

Top Sellers

Rank Fund Capital Flow
1
BMO
Beck Mack & Oliver
New York
-$24.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1
Connectus Wealth
Ohio
$17.2M +$17.7M +691,232 New
CGH
2
Crossmark Global Holdings
Texas
$6.45M +$18.6K +725 +0.3%
OA
3
Oxbow Advisors
Texas
$1.8M +$38.5K +1,500 +2%
BMO
4
Beck Mack & Oliver
New York
$772K -$24.4K -952 -3%
AAM
5
AR Asset Management
California
$749K – – –
SCM
6
Shapiro Capital Management
Georgia
$749K – – –
JIR
7
James Investment Research
Ohio
$375K – – –
ECM
8
Estabrook Capital Management
New York
$132K – – –
AWM
9
Accel Wealth Management
Iowa
$50K – – –

JPM.PRC Hedge Fund Activity: Q3 2022 in Review

9 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q3 2022, worth a combined $28.3M — up 151% from $11.3M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new JPM.PRC positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Connectus Wealth, opening a new position worth an estimated $17.7M. The largest seller was Beck Mack & Oliver, cutting an estimated $24.4K.

  • 9 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q3 2022, up from 8 in Q2 2022.
  • Funds reported $28.3M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q3 2022, up 151% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q3 2022 and 0 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q3 2022 was Connectus Wealth, an estimated $17.7M added.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q3 2022 was Beck Mack & Oliver, an estimated $24.4K sold.

Based on aggregated 13F filings for Q3 2022.