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

3 hedge funds and large institutions have $2.42M invested in JPMorgan Chase & Co 4.75% Series GG Preferred Stock in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more capital invested

Capital invested by funds: $935K → $2.42M (+$1.49M)

50% more funds holding

Funds holding: 2 → 3 (+1)

0.15% more ownership

Funds ownership: 0.1% → 0.25% (+0.15%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DLCIG
D.L. Carlson Investment Group
New Hampshire
+$1.38M
2
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$115K

Top Sellers

Rank Fund Capital Flow
1
EWM
Edge Wealth Management
New York
-$53K
Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
1
D.L. Carlson Investment Group
New Hampshire
$2.07M +$1.38M +51,975 +198%
EWM
2
Edge Wealth Management
New York
$238K -$53K -2,000 -18%
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$115K +$115K +4,350 New

JPM.PRJ Hedge Fund Activity: Q3 2020 in Review

3 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) for Q3 2020, worth a combined $2.42M — up 159% from $935K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new JPM.PRJ positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was D.L. Carlson Investment Group, adding an estimated $1.38M. The largest seller was Edge Wealth Management, cutting an estimated $53K.

  • 3 institutional investors held JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) as of Q3 2020, up from 2 in Q2 2020.
  • Funds reported $2.42M of JPMorgan Chase & Co 4.75% Series GG Preferred Stock stock for Q3 2020, up 159% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co 4.75% Series GG Preferred Stock positions in Q3 2020 and 0 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase & Co 4.75% Series GG Preferred Stock buyer in Q3 2020 was D.L. Carlson Investment Group, an estimated $1.38M added.
  • The largest JPMorgan Chase & Co 4.75% Series GG Preferred Stock seller in Q3 2020 was Edge Wealth Management, an estimated $53K sold.

Based on aggregated 13F filings for Q3 2020.