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JPMorgan Chase & Co 4.75% Series GG Preferred Stock

2 hedge funds and large institutions have $2.27M invested in JPMorgan Chase & Co 4.75% Series GG Preferred Stock in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.04% less ownership

Funds ownership: 0.28%0.24% (-0.04%)

19% less capital invested

Capital invested by funds: $2.79M → $2.27M (-$521K)

50% less funds holding

Funds holding: 42 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

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
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
-$203K
Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
1
D.L. Carlson Investment Group
New Hampshire
$2.02M
BWAM
2
Boyd Watterson Asset Management
Ohio
$254K
SPIA
3
Steward Partners Investment Advisory
New York
-$203K -7,439 Closed

JPM.PRJ Hedge Fund Activity: Q3 2021 in Review

2 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) for Q3 2021, worth a combined $2.27M — down 19% from $2.79M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of JPM.PRJ and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.

The largest seller was Steward Partners Investment Advisory, exiting entirely with an estimated $203K sold.

  • 2 institutional investors held JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) as of Q3 2021, down from 4 in Q2 2021.
  • Funds reported $2.27M of JPMorgan Chase & Co 4.75% Series GG Preferred Stock stock for Q3 2021, down 19% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co 4.75% Series GG Preferred Stock positions in Q3 2021 and 1 closed out, a net change of -1 holder.
  • The largest JPMorgan Chase & Co 4.75% Series GG Preferred Stock seller in Q3 2021 was Steward Partners Investment Advisory, an estimated $203K sold.

Based on aggregated 13F filings for Q3 2021.