JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
9 hedge funds and large institutions have $10.5M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
11% more capital invested
Capital invested by funds: $9.46M → $10.5M (+$1.09M)
0.06% more ownership
Funds ownership: 0.51% → 0.57% (+0.06%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPP
Whalerock Point Partners
Providence,
Rhode Island
|
+$1.11M |
| 2 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$139K |
| 3 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
+$3.86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$59.2K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$731 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $7.03M | +$139K | +5,523 | +2% |
|
|
WPP
2
Whalerock Point Partners
Providence,
Rhode Island
| $1.11M | +$1.11M | +44,000 | New |
|
|
BMO
3
Beck Mack & Oliver
New York
| $791K | – | – | – |
|
|
AAM
4
AR Asset Management
West Hollywood,
California
| $755K | – | – | – |
|
|
SCM
5
Shapiro Capital Management
Atlanta,
Georgia
| $697K | – | – | – |
|
|
ECM
6
Estabrook Capital Management
New York
| $133K | – | – | – |
|
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $23.8K | -$731 | -29 | -3% |
|
|
FGAM
8
Financial Gravity Asset Management
Lakeway,
Texas
| $3.85K | +$3.86K | +153 | New |
|
|
BWAM
9
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.16K | – | – | – |
|
|
BCWM
10
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$59.2K | -2,340 | Closed |
|
JPM.PRC Hedge Fund Activity: Q1 2024 in Review
9 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q1 2024, worth a combined $10.5M — up 11% from $9.46M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JPM.PRC positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Whalerock Point Partners, opening a new position worth an estimated $1.11M. The largest seller was Bartlett & Co Wealth Management, exiting entirely with an estimated $59.2K sold.
- 9 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $10.5M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q1 2024, up 11% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q1 2024 and 1 closed out, a net change of +1 holder.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q1 2024 was Whalerock Point Partners, an estimated $1.11M added.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q1 2024 was Bartlett & Co Wealth Management, an estimated $59.2K sold.
Based on aggregated 13F filings for Q1 2024.