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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.

New
Increased
Maintained
Reduced
Closed

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%)

98% less capital inflows, than outflows

Capital inflows: $279K | Capital outflows: $13.8M

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Edge Wealth Management
Edge Wealth Management
New York
+$155K
2
Atlas Capital Advisors
Atlas Capital Advisors
Wyoming
+$77.8K
3
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
+$45.4K

Top Sellers

Rank Fund Capital Flow
1
Bramshill Investments
Bramshill Investments
Florida
-$13.7M
2
Bessemer Group
Bessemer Group
New Jersey
-$16K

JPM.PRK Hedge Fund Activity: Q2 2021 in Review

4 of the 5,769 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.