JPMorgan Chase & Co 5.75% Series DD Preferred Stock
JPM.PRD
6 hedge funds and large institutions have $5.16M invested in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
295% more capital invested
Capital invested by funds: $1.31M → $5.16M (+$3.86M)
0.22% more ownership
Funds ownership: 0.08% → 0.3% (+0.22%)
14% less funds holding
Funds holding: 7 → 6 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$4.28M |
| 2 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$50.9K |
| 3 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$50.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$356K |
| 2 |
IR
IAT Reinsurance
New York
|
-$251K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CW
1
Connectus Wealth
Cincinnati,
Ohio
| $4.22M | +$4.28M | +171,075 | New |
|
|
BC
2
Bartlett & Co
Cincinnati,
Ohio
| $316K | +$50.9K | +2,031 | +43% |
|
|
RAM
3
Roanoke Asset Management
Jersey City,
New Jersey
| $222K | – | – | – |
|
|
MC
4
Mathes Company
New York
| $210K | – | – | – |
|
|
BCWM
5
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $168K | +$50.9K | +2,031 | +43% |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $25K | – | – | – |
|
|
7
RhumbLine Advisers
Boston,
Massachusetts
| – | -$356K | -14,300 | Closed |
|
|
IR
8
IAT Reinsurance
New York
| – | -$251K | -10,000 | Closed |
|
JPM.PRD Hedge Fund Activity: Q3 2022 in Review
6 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) for Q3 2022, worth a combined $5.16M — up 295% from $1.31M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JPM.PRD and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Connectus Wealth, opening a new position worth an estimated $4.28M. The largest seller was RhumbLine Advisers, exiting entirely with an estimated $356K sold.
- 6 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q3 2022, down from 7 in Q2 2022.
- Funds reported $5.16M of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q3 2022, up 295% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q3 2022 and 2 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock buyer in Q3 2022 was Connectus Wealth, an estimated $4.28M added.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q3 2022 was RhumbLine Advisers, an estimated $356K sold.
Based on aggregated 13F filings for Q3 2022.