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 2 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.06% less ownership
Funds ownership: 0.57% → 0.51% (-0.06%)
11% less capital invested
Capital invested by funds: $10.5M → $9.41M (-$1.13M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1IA
1620 Investment Advisors
Plymouth,
Massachusetts
|
+$25.5K |
| 2 |
TSMHT
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
+$12.6K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$151 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPP
Whalerock Point Partners
Providence,
Rhode Island
|
-$1.11M |
| 2 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
-$26.1K |
| 3 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$5.03K |
| 4 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$3.85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $6.98M | -$26.1K | -1,039 | -0.4% |
|
|
BMO
2
Beck Mack & Oliver
New York
| $788K | – | – | – |
|
|
AAM
3
AR Asset Management
West Hollywood,
California
| $753K | – | – | – |
|
|
SCM
4
Shapiro Capital Management
Atlanta,
Georgia
| $689K | -$5.03K | -200 | -0.7% |
|
|
ECM
5
Estabrook Capital Management
New York
| $133K | – | – | – |
|
|
1IA
6
1620 Investment Advisors
Plymouth,
Massachusetts
| $25.5K | +$25.5K | +1,015 | New |
|
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $23.9K | +$151 | +6 | +0.6% |
|
|
TSMHT
8
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $12.6K | +$12.6K | +500 | New |
|
|
BWAM
9
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.14K | – | – | – |
|
|
WPP
10
Whalerock Point Partners
Providence,
Rhode Island
| – | -$1.11M | -44,000 | Closed |
|
|
FGAM
11
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$3.85K | -153 | Closed |
|
JPM.PRC Hedge Fund Activity: Q2 2024 in Review
9 of the 6,925 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.
Fund positioning in JPM.PRC was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 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, unchanged from 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 2 closed out, a net change of 0 holders.
- 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.