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

9 hedge funds and large institutions have $9.46M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2023 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 4 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 9 → 9 (0)

0.01% less ownership

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

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

98% less capital inflows, than outflows

Capital inflows: $3.5K | Capital outflows: $183K

Holders
9
Holders Change
–
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.5K

Top Sellers

Rank Fund Capital Flow
1
Crossmark Global Holdings
Crossmark Global Holdings
Texas
-$117K
2
Shapiro Capital Management
Shapiro Capital Management
Georgia
-$29.8K
3
Bartlett & Co
Bartlett & Co
Ohio
-$18.1K
4
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
-$18.1K

JPM.PRC Hedge Fund Activity: Q4 2023 in Review

9 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q4 2023, worth a combined $9.46M — up 0.62% from $9.4M a quarter earlier.

Fund positioning in JPM.PRC was balanced in Q4 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 4 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $3.5K. The largest seller was Crossmark Global Holdings, cutting an estimated $117K.

  • 9 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $9.46M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q4 2023, up 0.62% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q4 2023 and 0 closed out.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q4 2023 was PNC Financial Services Group, an estimated $3.5K added.
  • The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q4 2023 was Crossmark Global Holdings, an estimated $117K sold.

Based on aggregated 13F filings for Q4 2023.