JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
10 hedge funds and large institutions have $13.8M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
10% more capital invested
Capital invested by funds: $12.5M → $13.8M (+$1.29M)
0.07% more ownership
Funds ownership: 0.67% → 0.73% (+0.07%)
9% less funds holding
Funds holding: 11 → 10 (-1)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
+$1.3M |
| 2 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$165K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMO
Beck Mack & Oliver
New York
|
-$121K |
| 2 |
CCAM
Cascades Capital Asset Management
Greensboro,
North Carolina
|
-$38.4K |
| 3 |
TSMHT
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
-$12.7K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGH
1
Crossmark Global Holdings
Houston,
Texas
| $7.29M | +$165K | +6,510 | +2% |
|
|
OP
2
ORG Partners
Roanoke,
Indiana
| $2.14M | +$1.3M | +51,300 | +155% |
|
|
CCAM
3
Cascades Capital Asset Management
Greensboro,
North Carolina
| $1.6M | -$38.4K | -1,512 | -2% |
|
|
WPP
4
Whalerock Point Partners
Providence,
Rhode Island
| $1.17M | – | – | – |
|
|
AAM
5
AR Asset Management
West Hollywood,
California
| $763K | – | – | – |
|
|
BMO
6
Beck Mack & Oliver
New York
| $678K | -$121K | -4,775 | -15% |
|
|
ECM
7
Estabrook Capital Management
New York
| $135K | – | – | – |
|
|
1IA
8
1620 Investment Advisors
Plymouth,
Massachusetts
| $25.8K | – | – | – |
|
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $22.6K | -$1.27K | -50 | -5% |
|
|
BWAM
10
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.15K | – | – | – |
|
|
TSMHT
11
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$12.7K | -500 | Closed |
|
JPM.PRC Hedge Fund Activity: Q4 2024 in Review
10 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q4 2024, worth a combined $13.8M — up 10% from $12.5M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of JPM.PRC and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was ORG Partners, adding an estimated $1.3M. The largest seller was Beck Mack & Oliver, cutting an estimated $121K.
- 10 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q4 2024, down from 11 in Q3 2024.
- Funds reported $13.8M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q4 2024, up 10% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q4 2024 and 1 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q4 2024 was ORG Partners, an estimated $1.3M added.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q4 2024 was Beck Mack & Oliver, an estimated $121K sold.
Based on aggregated 13F filings for Q4 2024.