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JPMorgan Chase & Co 4.55% Series JJ Preferred Stock

2 hedge funds and large institutions have $252K invested in JPMorgan Chase & Co 4.55% Series JJ Preferred Stock in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 0.05%0.02% (-0.03%)

50% less funds holding

Funds holding: 42 (-2)

68% less capital invested

Capital invested by funds: $795K → $252K (-$543K)

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
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
1
Roanoke Asset Management
New Jersey
$252K
EWM
2
Edge Wealth Management
New York
-$415K -15,900 Closed
ACA
3
Atlas Capital Advisors
Wyoming
-$78.3K -3,000 Closed

JPM.PRK Hedge Fund Activity: Q1 2022 in Review

2 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.55% Series JJ Preferred Stock (JPM.PRK) for Q1 2022, worth a combined $252K — down 68% from $795K 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 0 added.

The largest seller was Edge Wealth Management, exiting entirely with an estimated $415K sold.

  • 2 institutional investors held JPMorgan Chase & Co 4.55% Series JJ Preferred Stock (JPM.PRK) as of Q1 2022, down from 4 in Q4 2021.
  • Funds reported $252K of JPMorgan Chase & Co 4.55% Series JJ Preferred Stock stock for Q1 2022, down 68% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co 4.55% Series JJ Preferred Stock positions in Q1 2022 and 2 closed out, a net change of -2 holders.
  • The largest JPMorgan Chase & Co 4.55% Series JJ Preferred Stock seller in Q1 2022 was Edge Wealth Management, an estimated $415K sold.

Based on aggregated 13F filings for Q1 2022.