JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
11 hedge funds and large institutions have $12.5M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more capital invested
Capital invested by funds: $9.41M → $12.5M (+$3.13M)
22% more funds holding
Funds holding: 9 → 11 (+2)
0.16% more ownership
Funds ownership: 0.51% → 0.67% (+0.16%)
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
|
+$1.17M |
| 2 |
OP
ORG Partners
Roanoke,
Indiana
|
+$836K |
| 3 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$44.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$689K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$405 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $7.13M | +$44.4K | +1,753 | +0.6% |
|
|
CCAM
2
Cascades Capital Asset Management
Greensboro,
North Carolina
| $1.64M | +$1.63M | +64,287 | New |
|
|
WPP
3
Whalerock Point Partners
Providence,
Rhode Island
| $1.17M | +$1.17M | +46,000 | New |
|
|
OP
4
ORG Partners
Roanoke,
Indiana
| $840K | +$836K | +33,000 | New |
|
|
BMO
5
Beck Mack & Oliver
New York
| $800K | – | – | – |
|
|
AAM
6
AR Asset Management
West Hollywood,
California
| $764K | – | – | – |
|
|
ECM
7
Estabrook Capital Management
New York
| $135K | – | – | – |
|
|
1IA
8
1620 Investment Advisors
Plymouth,
Massachusetts
| $25.8K | – | – | – |
|
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $23.9K | -$405 | -16 | -2% |
|
|
TSMHT
10
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $12.7K | – | – | – |
|
|
BWAM
11
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.19K | – | – | – |
|
|
SCM
12
Shapiro Capital Management
Atlanta,
Georgia
| – | -$689K | -27,400 | Closed |
|
JPM.PRC Hedge Fund Activity: Q3 2024 in Review
11 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 Q3 2024, worth a combined $12.5M — up 33% from $9.41M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JPM.PRC positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Whalerock Point Partners, opening a new position worth an estimated $1.17M. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $689K sold.
- 11 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q3 2024, up from 9 in Q2 2024.
- Funds reported $12.5M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q3 2024, up 33% quarter-over-quarter.
- 3 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q3 2024 and 1 closed out, a net change of +2 holders.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q3 2024 was Whalerock Point Partners, an estimated $1.17M added.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q3 2024 was Shapiro Capital Management, an estimated $689K sold.
Based on aggregated 13F filings for Q3 2024.