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JPMorgan Chase & Co 4.55% Series JJ Preferred Stock
JPM.PRK

2 hedge funds and large institutions have $719K invested in JPMorgan Chase & Co 4.55% Series JJ Preferred Stock in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% less ownership

Funds ownership: 0.05% → 0.05% (-0.01%)

13% less capital invested

Capital invested by funds: $831K → $719K (-$112K)

50% less funds holding

Funds holding: 4 → 2 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

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
1
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RAM
Roanoke Asset Management
New Jersey
+$26.4K

Top Sellers

Rank Fund Capital Flow
1
ACA
Atlas Capital Advisors
Wyoming
-$79.9K
2
SPIA
Steward Partners Investment Advisory
New York
-$47K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1
Edge Wealth Management
New York
$418K – – –
RAM
2
Roanoke Asset Management
New Jersey
$301K +$26.4K +1,000 +9%
ACA
3
Atlas Capital Advisors
Wyoming
– -$79.9K -3,000 Closed
SPIA
4
Steward Partners Investment Advisory
New York
– -$47K -1,750 Closed

JPM.PRK 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 4.55% Series JJ Preferred Stock (JPM.PRK) for Q3 2021, worth a combined $719K — down 13% from $831K a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of JPM.PRK and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was Roanoke Asset Management, adding an estimated $26.4K. The largest seller was Atlas Capital Advisors, exiting entirely with an estimated $79.9K sold.

  • 2 institutional investors held JPMorgan Chase & Co 4.55% Series JJ Preferred Stock (JPM.PRK) as of Q3 2021, down from 4 in Q2 2021.
  • Funds reported $719K of JPMorgan Chase & Co 4.55% Series JJ Preferred Stock stock for Q3 2021, down 13% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co 4.55% Series JJ Preferred Stock positions in Q3 2021 and 2 closed out, a net change of -2 holders.
  • The largest JPMorgan Chase & Co 4.55% Series JJ Preferred Stock buyer in Q3 2021 was Roanoke Asset Management, an estimated $26.4K added.
  • The largest JPMorgan Chase & Co 4.55% Series JJ Preferred Stock seller in Q3 2021 was Atlas Capital Advisors, an estimated $79.9K sold.

Based on aggregated 13F filings for Q3 2021.