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

9 hedge funds and large institutions have $9.5M 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.

New
Increased
Maintained
Reduced
Closed

0.01% less ownership

Funds ownership: 0.52% → 0.51% (-0.01%)

18% less funds holding

Funds holding: 11 → 9 (-2)

44% less capital inflows, than outflows

Capital inflows: $269K | Capital outflows: $482K

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
9
Holders Change
-2
Holders Change %
-18.18%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Crossmark Global Holdings
Crossmark Global Holdings
Texas
+$265K
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.89K

Top Sellers

Rank Fund Capital Flow
1
James Investment Research
James Investment Research
Ohio
-$378K
2
Old North State Trust
Old North State Trust
North Carolina
-$104K

JPM.PRC Hedge Fund Activity: Q2 2023 in Review

9 of the 6,389 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 $9.5M — down 1.2% from $9.7M 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 $9.5M 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.