JPMorgan Chase & Co 4.55% Series JJ Preferred Stock
JPM.PRK
4 hedge funds and large institutions have $795K invested in JPMorgan Chase & Co 4.55% Series JJ Preferred Stock in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 0 closing their positions.
100% more funds holding
Funds holding: 2 → 4 (+2)
11% more capital invested
Capital invested by funds: $719K → $795K (+$76.3K)
0% more ownership
Funds ownership: 0.05% → 0.05% (+0%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Atlas Capital Advisors
Jackson,
Wyoming
|
+$77.8K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$285 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Edge Wealth Management
New York
|
-$2.59K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
1
Edge Wealth Management
New York
| $415K | -$2.59K | -100 | -0.6% |
|
|
RAM
2
Roanoke Asset Management
Jersey City,
New Jersey
| $302K | – | – | – |
|
|
ACA
3
Atlas Capital Advisors
Jackson,
Wyoming
| $78.3K | +$77.8K | +3,000 | New |
|
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$285 | +11 | New |
|
JPM.PRK Hedge Fund Activity: Q4 2021 in Review
4 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.55% Series JJ Preferred Stock (JPM.PRK) for Q4 2021, worth a combined $795K — up 11% from $719K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JPM.PRK positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Atlas Capital Advisors, opening a new position worth an estimated $77.8K. The largest seller was Edge Wealth Management, cutting an estimated $2.59K.
- 4 institutional investors held JPMorgan Chase & Co 4.55% Series JJ Preferred Stock (JPM.PRK) as of Q4 2021, up from 2 in Q3 2021.
- Funds reported $795K of JPMorgan Chase & Co 4.55% Series JJ Preferred Stock stock for Q4 2021, up 11% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase & Co 4.55% Series JJ Preferred Stock positions in Q4 2021 and 0 closed out, a net change of +2 holders.
- The largest JPMorgan Chase & Co 4.55% Series JJ Preferred Stock buyer in Q4 2021 was Atlas Capital Advisors, an estimated $77.8K added.
- The largest JPMorgan Chase & Co 4.55% Series JJ Preferred Stock seller in Q4 2021 was Edge Wealth Management, an estimated $2.59K sold.
Based on aggregated 13F filings for Q4 2021.