JPMorgan Chase & Co 5.75% Series DD Preferred Stock
JPM.PRD
5 hedge funds and large institutions have $841K invested in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
25% more funds holding
Funds holding: 4 → 5 (+1)
0% less ownership
Funds ownership: 0.05% → 0.05% (-0%)
1% less capital invested
Capital invested by funds: $848K → $841K (-$7K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$20.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Selway Asset Management
|
-$54.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Selway Asset Management
| $328K | -$54.9K | -2,000 | -14% |
|
|
RAM
2
Roanoke Asset Management
Jersey City,
New Jersey
| $246K | – | – | – |
|
|
MC
3
Mathes Company
New York
| $232K | – | – | – |
|
|
CSPIA
4
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $20K | +$20.6K | +750 | New |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $15K | – | – | – |
|
JPM.PRD Hedge Fund Activity: Q3 2020 in Review
5 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) for Q3 2020, worth a combined $841K — down 0.83% from $848K a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new JPM.PRD positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Cary Street Partners Investment Advisory, opening a new position worth an estimated $20.6K. The largest seller was Selway Asset Management, cutting an estimated $54.9K.
- 5 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q3 2020, up from 4 in Q2 2020.
- Funds reported $841K of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q3 2020, down 0.83% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q3 2020 and 0 closed out, a net change of +1 holder.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock buyer in Q3 2020 was Cary Street Partners Investment Advisory, an estimated $20.6K added.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q3 2020 was Selway Asset Management, an estimated $54.9K sold.
Based on aggregated 13F filings for Q3 2020.