JPMorgan Chase & Co 4.55% Series JJ Preferred Stock
JPM.PRK
4 hedge funds and large institutions have $831K invested in JPMorgan Chase & Co 4.55% Series JJ Preferred Stock in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.88% less ownership
Funds ownership: 0.93% → 0.05% (-0.88%)
94% less capital invested
Capital invested by funds: $14.3M → $831K (-$13.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Edge Wealth Management
New York
|
+$155K |
| 2 |
ACA
Atlas Capital Advisors
Jackson,
Wyoming
|
+$77.8K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$45.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$13.7M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
1
Edge Wealth Management
New York
| $423K | +$155K | +6,000 | +60% |
|
|
RAM
2
Roanoke Asset Management
Jersey City,
New Jersey
| $281K | – | – | – |
|
|
ACA
3
Atlas Capital Advisors
Jackson,
Wyoming
| $79.9K | +$77.8K | +3,000 | New |
|
|
SPIA
4
Steward Partners Investment Advisory
New York
| $47K | +$45.4K | +1,750 | New |
|
|
BI
5
Bramshill Investments
Naples,
Florida
| – | -$13.7M | -536,272 | Closed |
|
|
6
Bessemer Group
Woodbridge,
New Jersey
| – | -$16K | -606 | Closed |
|
JPM.PRK 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 4.55% Series JJ Preferred Stock (JPM.PRK) for Q2 2021, worth a combined $831K — down 94% from $14.3M a quarter earlier.
Fund positioning in JPM.PRK was balanced in Q2 2021: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Edge Wealth Management, adding an estimated $155K. The largest seller was Bramshill Investments, exiting entirely with an estimated $13.7M sold.
- 4 institutional investors held JPMorgan Chase & Co 4.55% Series JJ Preferred Stock (JPM.PRK) as of Q2 2021, unchanged from Q1 2021.
- Funds reported $831K of JPMorgan Chase & Co 4.55% Series JJ Preferred Stock stock for Q2 2021, down 94% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase & Co 4.55% Series JJ Preferred Stock positions in Q2 2021 and 2 closed out, a net change of 0 holders.
- The largest JPMorgan Chase & Co 4.55% Series JJ Preferred Stock buyer in Q2 2021 was Edge Wealth Management, an estimated $155K added.
- The largest JPMorgan Chase & Co 4.55% Series JJ Preferred Stock seller in Q2 2021 was Bramshill Investments, an estimated $13.7M sold.
Based on aggregated 13F filings for Q2 2021.