We are live on ! Find out more
JPM.PRJ icon

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

4 hedge funds and large institutions have $2.79M invested in JPMorgan Chase & Co 4.75% Series GG Preferred Stock in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 3 → 4 (+1)

10% more capital invested

Capital invested by funds: $2.54M → $2.79M (+$260K)

0.02% more ownership

Funds ownership: 0.27% → 0.28% (+0.02%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
+$197K

Top Sellers

Rank Fund Capital Flow
1
DLCIG
D.L. Carlson Investment Group
New Hampshire
-$25.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
1
D.L. Carlson Investment Group
New Hampshire
$2.11M -$25.5K -960 -1%
BWAM
2
Boyd Watterson Asset Management
Ohio
$264K – – –
GSBTD
3
Glenview State Bank Trust Department
Illinois
$217K – – –
SPIA
4
Steward Partners Investment Advisory
New York
$203K +$197K +7,439 New

JPM.PRJ Hedge Fund Activity: Q2 2021 in Review

4 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) for Q2 2021, worth a combined $2.79M — up 10% from $2.54M 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 1 trimmed.

The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $197K. The largest seller was D.L. Carlson Investment Group, cutting an estimated $25.5K.

  • 4 institutional investors held JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) as of Q2 2021, up from 3 in Q1 2021.
  • Funds reported $2.79M of JPMorgan Chase & Co 4.75% Series GG Preferred Stock stock for Q2 2021, up 10% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co 4.75% Series GG Preferred Stock positions in Q2 2021 and 0 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase & Co 4.75% Series GG Preferred Stock buyer in Q2 2021 was Steward Partners Investment Advisory, an estimated $197K added.
  • The largest JPMorgan Chase & Co 4.75% Series GG Preferred Stock seller in Q2 2021 was D.L. Carlson Investment Group, an estimated $25.5K sold.

Based on aggregated 13F filings for Q2 2021.