JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
9 hedge funds and large institutions have $9.55M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2023 Q2 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.
0.01% less ownership
Funds ownership: 0.52% → 0.51% (-0.01%)
1% less capital invested
Capital invested by funds: $9.66M → $9.55M (-$111K)
18% less funds holding
Funds holding: 11 → 9 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$265K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$3.89K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
-$378K |
| 2 |
ONST
Old North State Trust
Greensboro,
North Carolina
|
-$104K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $6.94M | +$265K | +10,473 | +4% |
|
|
BMO
2
Beck Mack & Oliver
New York
| $799K | – | – | – |
|
|
AAM
3
AR Asset Management
West Hollywood,
California
| $763K | – | – | – |
|
|
SCM
4
Shapiro Capital Management
Atlanta,
Georgia
| $733K | – | – | – |
|
|
ECM
5
Estabrook Capital Management
New York
| $135K | – | – | – |
|
|
BCWM
6
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $78K | – | – | – |
|
|
BC
7
Bartlett & Co
Cincinnati,
Ohio
| $78K | – | – | – |
|
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $21.2K | +$3.89K | +154 | +23% |
|
|
BWAM
9
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.18K | – | – | – |
|
|
JIR
10
James Investment Research
Alpha,
Ohio
| – | -$378K | -15,000 | Closed |
|
|
ONST
11
Old North State Trust
Greensboro,
North Carolina
| – | -$104K | -4,150 | Closed |
|
JPM.PRC Hedge Fund Activity: Q2 2023 in Review
9 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q2 2023, worth a combined $9.55M — down 1.2% from $9.66M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JPM.PRC and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 2 added.
The largest buyer was Crossmark Global Holdings, adding an estimated $265K. The largest seller was James Investment Research, exiting entirely with an estimated $378K sold.
- 9 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q2 2023, down from 11 in Q1 2023.
- Funds reported $9.55M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q2 2023, down 1.2% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q2 2023 and 2 closed out, a net change of -2 holders.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q2 2023 was Crossmark Global Holdings, an estimated $265K added.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q2 2023 was James Investment Research, an estimated $378K sold.
Based on aggregated 13F filings for Q2 2023.