JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
9 hedge funds and large institutions have $9.41M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
13% more funds holding
Funds holding: 8 → 9 (+1)
0.06% less ownership
Funds ownership: 0.57% → 0.51% (-0.06%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
97% less capital inflows, than outflows
Capital inflows: $38.2K | Capital outflows: $1.14M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1620 Investment Advisors
Plymouth,
Massachusetts
|
+$25.5K |
| 2 |
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
+$12.6K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$151 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Whalerock Point Partners
Providence,
Rhode Island
|
-$1.11M |
| 2 |
Crossmark Global Holdings
Houston,
Texas
|
-$26.1K |
| 3 |
Shapiro Capital Management
Atlanta,
Georgia
|
-$5.03K |
JPM.PRC Hedge Fund Activity: Q2 2024 in Review
9 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q2 2024, worth a combined $9.41M — down 11% from $10.5M 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 2 trimmed.
The largest buyer was 1620 Investment Advisors, opening a new position worth an estimated $25.5K. The largest seller was Whalerock Point Partners, exiting entirely with an estimated $1.11M sold.
- 9 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q2 2024, up from 8 in Q1 2024.
- Funds reported $9.41M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q2 2024, down 11% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q2 2024 and 1 closed out, a net change of +1 holder.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q2 2024 was 1620 Investment Advisors, an estimated $25.5K added.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q2 2024 was Whalerock Point Partners, an estimated $1.11M sold.
Based on aggregated 13F filings for Q2 2024.