JP Morgan Chase
PFD

JP Morgan Chase’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

JP Morgan Chase’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-343
Closed -$3.64K – 7658
2024
Q1 		$3.64K Sell
343
-1,281
-79% -$13.2K ﹤0.01% 6498
2023
Q4 		$16K Buy
+1,624
New +$15.3K ﹤0.01% 6299

Other funds holding PFD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

JP Morgan Chase's PFD Position: Q2 2024 in Review

JP Morgan Chase sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2024, closing a stake of 343 shares — an estimated $3.64K sold.

JP Morgan Chase first reported a position in PFD in Q4 2023 and held it in 2 quarters. The position peaked at $16K in Q4 2023. 46 funds tracked by Wall St. Rank hold PFD as of Q2 2024.

  • JP Morgan Chase reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2024 after selling out during the quarter.
  • JP Morgan Chase sold 343 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2024, an estimated $3.64K.
  • JP Morgan Chase first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2023 and held it in 2 quarters.
  • JP Morgan Chase's Flaherty & Crumrine Preferred and Income Fund position peaked at $16K in Q4 2023.
  • 46 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2024.

Based on JP Morgan Chase's 13F filing for Q2 2024, filed 12 Aug 2024.