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.
1% more capital invested
Capital invested by funds: $9.4M → $9.46M (+$58.6K)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$3.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
-$117K |
| 2 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$29.8K |
| 3 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
-$18.1K |
| 4 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$18.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $6.93M | -$117K | -4,705 | -2% |
|
|
BMO
2
Beck Mack & Oliver
New York
| $795K | – | – | – |
|
|
AAM
3
AR Asset Management
West Hollywood,
California
| $759K | – | – | – |
|
|
SCM
4
Shapiro Capital Management
Atlanta,
Georgia
| $697K | -$29.8K | -1,200 | -4% |
|
|
ECM
5
Estabrook Capital Management
New York
| $134K | – | – | – |
|
|
BCWM
6
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $59.2K | -$18.1K | -730 | -24% |
|
|
BC
7
Bartlett & Co
Cincinnati,
Ohio
| $59K | -$18.1K | -730 | -24% |
|
|
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $24.7K | +$3.5K | +141 | +17% |
|
|
BWAM
9
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.16K | – | – | – |
|
JPM.PRC Hedge Fund Activity: Q4 2023 in Review
9 of the 6,860 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.