Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / PREFERRED
-
Number of holders
-
12
-
Total 13F shares, excl. options
-
291,576
-
Shares change
-
-90,061
-
Total reported value, excl. options
-
$8,404,999
-
Value change
-
-$2,234,454
-
Number of buys
-
7
-
Number of sells
-
-1
-
Price
-
$28.83
Significant Holders of JPMORGAN CHASE 6.00 CALLABLE - PREFERRED (JPMPRC) as of Q2 2021
13 filings reported holding JPMPRC - JPMORGAN CHASE 6.00 CALLABLE - PREFERRED as of Q2 2021.
JPMORGAN CHASE 6.00 CALLABLE - PREFERRED (JPMPRC) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 291,576 shares
.
Largest 10 shareholders include Oxbow Advisors, LLC (65,988 shares), Kessler Investment Group, LLC (45,369 shares), WHALEROCK POINT PARTNERS, LLC (40,000 shares), BECK MACK & OLIVER LLC (30,662 shares), AR ASSET MANAGEMENT INC (30,000 shares), SNOW CAPITAL MANAGEMENT LP (20,000 shares), Edge Wealth Management LLC (15,000 shares), JAMES INVESTMENT RESEARCH INC (15,000 shares), UMB BANK N A/MO (8,832 shares), and Steward Partners Investment Advisory, LLC (8,425 shares).
This table shows the top 12 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.