JPMorgan Chase & Co 5.75% Series DD Preferred Stock
JPM.PRD
6 hedge funds and large institutions have $1.47M invested in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in 2019 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
0.01% more ownership
Funds ownership: 0.08% → 0.09% (+0.01%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
2% less capital invested
Capital invested by funds: $1.5M → $1.47M (-$26.8K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
+$146K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Selway Asset Management
|
-$27.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AUB
1
Atlantic Union Bankshares
Glen Allen,
Virginia
| $593K | – | – | – |
|
|
SAM
2
Selway Asset Management
| $384K | -$27.4K | -1,000 | -7% |
|
|
RAM
3
Roanoke Asset Management
Jersey City,
New Jersey
| $247K | – | – | – |
|
|
MC
4
Mathes Company
New York
| $233K | – | – | – |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $15K | – | – | – |
|
|
SWP
6
Strategic Wealth Partners
Independence,
Ohio
| $175 | +$146K | +5,337 | +518% |
|
JPM.PRD Hedge Fund Activity: Q3 2019 in Review
6 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) for Q3 2019, worth a combined $1.47M — down 1.8% from $1.5M a quarter earlier.
Fund positioning in JPM.PRD was balanced in Q3 2019: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Strategic Wealth Partners, adding an estimated $146K. The largest seller was Selway Asset Management, cutting an estimated $27.4K.
- 6 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $1.47M of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q3 2019, down 1.8% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q3 2019 and 0 closed out.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock buyer in Q3 2019 was Strategic Wealth Partners, an estimated $146K added.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q3 2019 was Selway Asset Management, an estimated $27.4K sold.
Based on aggregated 13F filings for Q3 2019.