JPMorgan Chase & Co 5.75% Series DD Preferred Stock
JPM.PRD
5 hedge funds and large institutions have $1.11M invested in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.
32% more capital invested
Capital invested by funds: $841K → $1.11M (+$270K)
0.01% more ownership
Funds ownership: 0.05% → 0.06% (+0.01%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSBTD
Glenview State Bank Trust Department
Glenview,
Illinois
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$20K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Selway Asset Management
| $337K | – | – | – |
|
|
GSBTD
2
Glenview State Bank Trust Department
Glenview,
Illinois
| $266K | +$264K | +9,475 | New |
|
|
RAM
3
Roanoke Asset Management
Jersey City,
New Jersey
| $253K | – | – | – |
|
|
MC
4
Mathes Company
New York
| $239K | – | – | – |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $16K | – | – | – |
|
|
CSPIA
6
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$20K | -750 | Closed |
|
JPM.PRD Hedge Fund Activity: Q4 2020 in Review
5 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) for Q4 2020, worth a combined $1.11M — up 32% from $841K a quarter earlier.
Fund positioning in JPM.PRD was balanced in Q4 2020: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was Glenview State Bank Trust Department, opening a new position worth an estimated $264K. The largest seller was Cary Street Partners Investment Advisory, exiting entirely with an estimated $20K sold.
- 5 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q4 2020, unchanged from Q3 2020.
- Funds reported $1.11M of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q4 2020, up 32% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q4 2020 and 1 closed out, a net change of 0 holders.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock buyer in Q4 2020 was Glenview State Bank Trust Department, an estimated $264K added.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q4 2020 was Cary Street Partners Investment Advisory, an estimated $20K sold.
Based on aggregated 13F filings for Q4 2020.