JPMorgan Chase & Co 5.75% Series DD Preferred Stock
JPM.PRD
5 hedge funds and large institutions have $1.47M invested in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in 2019 Q4 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 1 closing their positions.
0.01% less ownership
Funds ownership: 0.09% → 0.08% (-0.01%)
0% less capital invested
Capital invested by funds: $1.47M → $1.47M (-$4.17K)
17% less funds holding
Funds holding: 6 → 5 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$175 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AUB
1
Atlantic Union Bankshares
Glen Allen,
Virginia
| $592K | – | – | – |
|
|
SAM
2
Selway Asset Management
| $383K | – | – | – |
|
|
RAM
3
Roanoke Asset Management
Jersey City,
New Jersey
| $246K | – | – | – |
|
|
MC
4
Mathes Company
New York
| $232K | – | – | – |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $15K | – | – | – |
|
|
SWP
6
Strategic Wealth Partners
Independence,
Ohio
| – | -$175 | -6,368 | Closed |
|
JPM.PRD Hedge Fund Activity: Q4 2019 in Review
5 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) for Q4 2019, worth a combined $1.47M — down 0.28% from $1.47M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of JPM.PRD and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.
The largest seller was Strategic Wealth Partners, exiting entirely with an estimated $175 sold.
- 5 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q4 2019, down from 6 in Q3 2019.
- Funds reported $1.47M of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q4 2019, down 0.28% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q4 2019 and 1 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q4 2019 was Strategic Wealth Partners, an estimated $175 sold.
Based on aggregated 13F filings for Q4 2019.