Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / PREFERRED
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
381,637
-
Shares change
-
-16,305
-
Total reported value, excl. options
-
$10,487,644
-
Value change
-
-$447,988
-
Number of buys
-
1
-
Number of sells
-
-1
-
Price
-
$27.48
Significant Holders of JPMORGAN CHASE 6.00 CALLABLE - PREFERRED (JPMPRC) as of Q1 2021
7 filings reported holding JPMPRC - JPMORGAN CHASE 6.00 CALLABLE - PREFERRED as of Q1 2021.
JPMORGAN CHASE 6.00 CALLABLE - PREFERRED (JPMPRC) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 381,637 shares
.
Largest 7 shareholders include SONORA INVESTMENT MANAGEMENT, LLC (268,115 shares), AR ASSET MANAGEMENT INC (30,000 shares), BECK MACK & OLIVER LLC (28,222 shares), SNOW CAPITAL MANAGEMENT LP (20,000 shares), JAMES INVESTMENT RESEARCH INC (15,000 shares), Edge Wealth Management LLC (15,000 shares), and Estabrook Capital Management (5,300 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.