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JPMorgan Chase & Co 4.75% Series GG Preferred Stock

4 hedge funds and large institutions have $592K invested in JPMorgan Chase & Co 4.75% Series GG Preferred Stock in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5,820% more capital invested

Capital invested by funds: $10K → $592K (+$582K)

300% more funds holding

Funds holding: 14 (+3)

0.07% more ownership

Funds ownership: 0%0.07% (+0.07%)

Holders
4
Holders Change
+3
Holders Change %
+300%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
1
D.L. Carlson Investment Group
New Hampshire
$349K +$376K +15,000 New
EWM
2
Edge Wealth Management
New York
$187K +$200K +8,000 New
AA
3
Ancora Advisors
Ohio
$47K +$50.1K +2,000 New
QAM
4
QCI Asset Management
New York
$9K

JPM.PRJ Hedge Fund Activity: Q1 2020 in Review

4 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) for Q1 2020, worth a combined $592K — up 5,820% from $10K a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new JPM.PRJ positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was D.L. Carlson Investment Group, opening a new position worth an estimated $376K.

  • 4 institutional investors held JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) as of Q1 2020, up from 1 in Q4 2019.
  • Funds reported $592K of JPMorgan Chase & Co 4.75% Series GG Preferred Stock stock for Q1 2020, up 5,820% quarter-over-quarter.
  • 3 funds opened new JPMorgan Chase & Co 4.75% Series GG Preferred Stock positions in Q1 2020 and 0 closed out, a net change of +3 holders.
  • The largest JPMorgan Chase & Co 4.75% Series GG Preferred Stock buyer in Q1 2020 was D.L. Carlson Investment Group, an estimated $376K added.

Based on aggregated 13F filings for Q1 2020.