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JPMorgan Chase & Co 4.75% Series GG Preferred Stock

3 hedge funds and large institutions have $2.54M invested in JPMorgan Chase & Co 4.75% Series GG Preferred Stock in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 23 (+1)

6% more capital invested

Capital invested by funds: $2.39M → $2.54M (+$146K)

0.03% more ownership

Funds ownership: 0.24%0.27% (+0.03%)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
BWAM
Boyd Watterson Asset Management
Ohio
+$254K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
1
D.L. Carlson Investment Group
New Hampshire
$2.07M
BWAM
2
Boyd Watterson Asset Management
Ohio
$257K +$254K +9,695 New
GSBTD
3
Glenview State Bank Trust Department
Illinois
$210K

JPM.PRJ Hedge Fund Activity: Q1 2021 in Review

3 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) for Q1 2021, worth a combined $2.54M — up 6.1% from $2.39M a quarter earlier.

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

The largest buyer was Boyd Watterson Asset Management, opening a new position worth an estimated $254K.

  • 3 institutional investors held JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) as of Q1 2021, up from 2 in Q4 2020.
  • Funds reported $2.54M of JPMorgan Chase & Co 4.75% Series GG Preferred Stock stock for Q1 2021, up 6.1% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co 4.75% Series GG Preferred Stock positions in Q1 2021 and 0 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase & Co 4.75% Series GG Preferred Stock buyer in Q1 2021 was Boyd Watterson Asset Management, an estimated $254K added.

Based on aggregated 13F filings for Q1 2021.