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JPMorgan Chase & Co 4.75% Series GG Preferred Stock
JPM.PRJ

2 hedge funds and large institutions have $935K invested in JPMorgan Chase & Co 4.75% Series GG Preferred Stock in 2020 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more capital invested

Capital invested by funds: $592K → $935K (+$343K)

0.03% more ownership

Funds ownership: 0.07% → 0.1% (+0.03%)

50% less funds holding

Funds holding: 4 → 2 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
2
Holders Change
-2
Holders Change %
-50%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DLCIG
D.L. Carlson Investment Group
New Hampshire
+$278K
2
EWM
Edge Wealth Management
New York
+$74K

Top Sellers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
-$47K
2
QAM
QCI Asset Management
New York
-$9K
Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
1
D.L. Carlson Investment Group
New Hampshire
$659K +$278K +11,285 +75%
EWM
2
Edge Wealth Management
New York
$276K +$74K +3,000 +38%
AA
3
Ancora Advisors
Ohio
– -$47K -2,000 Closed
QAM
4
QCI Asset Management
New York
– -$9K -400 Closed

JPM.PRJ Hedge Fund Activity: Q2 2020 in Review

2 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) for Q2 2020, worth a combined $935K — up 58% from $592K a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of JPM.PRJ and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 2 added.

The largest buyer was D.L. Carlson Investment Group, adding an estimated $278K. The largest seller was Ancora Advisors, exiting entirely with an estimated $47K sold.

  • 2 institutional investors held JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) as of Q2 2020, down from 4 in Q1 2020.
  • Funds reported $935K of JPMorgan Chase & Co 4.75% Series GG Preferred Stock stock for Q2 2020, up 58% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co 4.75% Series GG Preferred Stock positions in Q2 2020 and 2 closed out, a net change of -2 holders.
  • The largest JPMorgan Chase & Co 4.75% Series GG Preferred Stock buyer in Q2 2020 was D.L. Carlson Investment Group, an estimated $278K added.
  • The largest JPMorgan Chase & Co 4.75% Series GG Preferred Stock seller in Q2 2020 was Ancora Advisors, an estimated $47K sold.

Based on aggregated 13F filings for Q2 2020.