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JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC

12 hedge funds and large institutions have $9.44M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

33% more funds holding

Funds holding: 9 → 12 (+3)

1.02% less ownership

Funds ownership: 1.53% → 0.52% (-1%)

67% less capital invested

Capital invested by funds: $28.3M → $9.44M (-$18.9M)

Holders
12
Holders Change
+3
Holders Change %
+33.33%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
2
Reduced
1
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ONST
Old North State Trust
North Carolina
+$104K
2
BC
Bartlett & Co
Ohio
+$76.7K
3
BCWM
Bartlett & Co Wealth Management
Ohio
+$76.7K
4
BMO
Beck Mack & Oliver
New York
+$12.5K
5
CGH
Crossmark Global Holdings
Texas
+$7.37K

Top Sellers

Rank Fund Capital Flow
1
CW
Connectus Wealth
Ohio
-$17.2M
2
OA
Oxbow Advisors
Texas
-$1.8M
3
AWM
Accel Wealth Management
Iowa
-$50K
4
SCM
Shapiro Capital Management
Georgia
-$30K
Name Holding Trade Value Shares
Change 		Change in
Stake
CGH
1
Crossmark Global Holdings
Texas
$6.4M +$7.37K +295 +0.1%
BMO
2
Beck Mack & Oliver
New York
$778K +$12.5K +500 +2%
AAM
3
AR Asset Management
California
$743K – – –
SCM
4
Shapiro Capital Management
Georgia
$713K -$30K -1,200 -4%
JIR
5
James Investment Research
Ohio
$371K – – –
ECM
6
Estabrook Capital Management
New York
$131K – – –
ONST
7
Old North State Trust
North Carolina
$103K +$104K +4,150 New
BC
8
Bartlett & Co
Ohio
$76K +$76.7K +3,070 New
BCWM
9
Bartlett & Co Wealth Management
Ohio
$76K +$76.7K +3,070 New
RFA
10
Register Financial Advisors
Georgia
$39.6K +$40K +1,600 New
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$6.54K +$6.6K +264 New
BWAM
12
Boyd Watterson Asset Management
Ohio
$3.08K +$3.13K +125 New
CW
13
Connectus Wealth
Ohio
– -$17.2M -691,232 Closed
OA
14
Oxbow Advisors
Texas
– -$1.8M -71,952 Closed
AWM
15
Accel Wealth Management
Iowa
– -$50K -2,000 Closed

JPM.PRC Hedge Fund Activity: Q4 2022 in Review

12 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q4 2022, worth a combined $9.44M — down 67% from $28.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JPM.PRC positions and 3 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Old North State Trust, opening a new position worth an estimated $104K. The largest seller was Connectus Wealth, exiting entirely with an estimated $17.2M sold.

  • 12 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q4 2022, up from 9 in Q3 2022.
  • Funds reported $9.44M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q4 2022, down 67% quarter-over-quarter.
  • 6 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q4 2022 and 3 closed out, a net change of +3 holders.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q4 2022 was Old North State Trust, an estimated $104K added.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q4 2022 was Connectus Wealth, an estimated $17.2M sold.

Based on aggregated 13F filings for Q4 2022.