JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
11 hedge funds and large institutions have $9.66M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
2% more capital invested
Capital invested by funds: $9.44M → $9.66M (+$222K)
0% more ownership
Funds ownership: 0.52% → 0.52% (+0%)
8% less funds holding
Funds holding: 12 → 11 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$93.4K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFA
Register Financial Advisors
Atlanta,
Georgia
|
-$39.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $6.6M | +$93.4K | +3,687 | +1% |
|
|
BMO
2
Beck Mack & Oliver
New York
| $791K | – | – | – |
|
|
AAM
3
AR Asset Management
West Hollywood,
California
| $755K | – | – | – |
|
|
SCM
4
Shapiro Capital Management
Atlanta,
Georgia
| $725K | – | – | – |
|
|
JIR
5
James Investment Research
Alpha,
Ohio
| $378K | – | – | – |
|
|
ECM
6
Estabrook Capital Management
New York
| $133K | – | – | – |
|
|
ONST
7
Old North State Trust
Greensboro,
North Carolina
| $104K | – | – | – |
|
|
BCWM
8
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $77.4K | – | – | – |
|
|
BC
9
Bartlett & Co
Cincinnati,
Ohio
| $77K | – | – | – |
|
|
10
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $17.1K | +$10.6K | +417 | +158% |
|
|
BWAM
11
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.15K | – | – | – |
|
|
RFA
12
Register Financial Advisors
Atlanta,
Georgia
| – | -$39.6K | -1,600 | Closed |
|
JPM.PRC Hedge Fund Activity: Q1 2023 in Review
11 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q1 2023, worth a combined $9.66M — up 2.4% from $9.44M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of JPM.PRC and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Crossmark Global Holdings, adding an estimated $93.4K. The largest seller was Register Financial Advisors, exiting entirely with an estimated $39.6K sold.
- 11 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q1 2023, down from 12 in Q4 2022.
- Funds reported $9.66M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q1 2023, up 2.4% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q1 2023 and 1 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q1 2023 was Crossmark Global Holdings, an estimated $93.4K added.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q1 2023 was Register Financial Advisors, an estimated $39.6K sold.
Based on aggregated 13F filings for Q1 2023.