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

8 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 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,984% more capital inflows, than outflows

Capital inflows: $1.25M | Capital outflows: $59.9K

0.06% more ownership

Funds ownership: 0.51% → 0.57% (+0.06%)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

11% less funds holding

Funds holding: 9 → 8 (-1)

Holders
8
Holders Change
-1
Holders Change %
-11.11%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Whalerock Point Partners
Whalerock Point Partners
Rhode Island
+$1.11M
2
Crossmark Global Holdings
Crossmark Global Holdings
Texas
+$139K

Top Sellers

Rank Fund Capital Flow
1
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
-$59.2K
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$731

JPM.PRC Hedge Fund Activity: Q1 2024 in Review

8 of the 6,965 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.

Fund positioning in JPM.PRC was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 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.

  • 8 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q1 2024, down from 9 in 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.
  • 1 fund opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q1 2024 and 1 closed out, a net change of 0 holders.
  • 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.