JPMorgan Chase & Co 5.75% Series DD Preferred Stock
JPM.PRD
6 hedge funds and large institutions have $1.5M invested in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.11% less ownership
Funds ownership: 0.19% → 0.08% (-0.11%)
56% less capital invested
Capital invested by funds: $3.4M → $1.5M (-$1.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$570K |
| 2 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$27.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IR
IAT Reinsurance
New York
|
-$2.06M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$486K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AUB
1
Atlantic Union Bankshares
Glen Allen,
Virginia
| $582K | +$570K | +21,625 | New |
|
|
SAM
2
Selway Asset Management
| $404K | – | – | – |
|
|
RAM
3
Roanoke Asset Management
Jersey City,
New Jersey
| $242K | – | – | – |
|
|
MC
4
Mathes Company
New York
| $229K | – | – | – |
|
|
SWP
5
Strategic Wealth Partners
Independence,
Ohio
| $27K | +$27.2K | +1,031 | New |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $15K | – | – | – |
|
|
IR
7
IAT Reinsurance
New York
| – | -$2.06M | -80,000 | Closed |
|
|
AAM
8
Advisors Asset Management
Monument,
Colorado
| – | -$486K | -18,904 | Closed |
|
JPM.PRD Hedge Fund Activity: Q2 2019 in Review
6 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) for Q2 2019, worth a combined $1.5M — down 56% from $3.4M a quarter earlier.
Fund positioning in JPM.PRD was balanced in Q2 2019: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was Atlantic Union Bankshares, opening a new position worth an estimated $570K. The largest seller was IAT Reinsurance, exiting entirely with an estimated $2.06M sold.
- 6 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q2 2019, unchanged from Q1 2019.
- Funds reported $1.5M of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q2 2019, down 56% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q2 2019 and 2 closed out, a net change of 0 holders.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock buyer in Q2 2019 was Atlantic Union Bankshares, an estimated $570K added.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q2 2019 was IAT Reinsurance, an estimated $2.06M sold.
Based on aggregated 13F filings for Q2 2019.