JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
9 hedge funds and large institutions have $9.4M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2023 Q3 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.
0.01% more ownership
Funds ownership: 0.51% → 0.51% (+0.01%)
0% more funds holding
Funds holding: 9 → 9 (0)
2% less capital invested
Capital invested by funds: $9.55M → $9.4M (-$147K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$148K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $6.86M | +$148K | +5,901 | +2% |
|
|
BMO
2
Beck Mack & Oliver
New York
| $779K | – | – | – |
|
|
AAM
3
AR Asset Management
West Hollywood,
California
| $744K | – | – | – |
|
|
SCM
4
Shapiro Capital Management
Atlanta,
Georgia
| $714K | – | – | – |
|
|
ECM
5
Estabrook Capital Management
New York
| $131K | – | – | – |
|
|
BCWM
6
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $76.3K | – | – | – |
|
|
BC
7
Bartlett & Co
Cincinnati,
Ohio
| $76K | – | – | – |
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $20.7K | – | – | – |
|
|
BWAM
9
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.1K | – | – | – |
|
JPM.PRC Hedge Fund Activity: Q3 2023 in Review
9 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q3 2023, worth a combined $9.4M — down 1.5% from $9.55M a quarter earlier.
Fund positioning in JPM.PRC was balanced in Q3 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Crossmark Global Holdings, adding an estimated $148K.
- 9 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $9.4M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q3 2023, down 1.5% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q3 2023 and 0 closed out.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q3 2023 was Crossmark Global Holdings, an estimated $148K added.
Based on aggregated 13F filings for Q3 2023.