JPMorgan Chase & Co 5.75% Series DD Preferred Stock
JPM.PRD
5 hedge funds and large institutions have $877K invested in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
0.25% less ownership
Funds ownership: 0.3% → 0.05% (-0.25%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
83% less capital invested
Capital invested by funds: $5.16M → $877K (-$4.28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$152K |
| 2 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$7.46K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$72 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$4.22M |
| 2 |
MC
Mathes Company
New York
|
-$210K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCWM
1
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $306K | +$152K | +6,304 | +93% |
|
|
BC
2
Bartlett & Co
Cincinnati,
Ohio
| $306K | +$7.46K | +310 | +5% |
|
|
RAM
3
Roanoke Asset Management
Jersey City,
New Jersey
| $212K | – | – | – |
|
|
RFA
4
Register Financial Advisors
Atlanta,
Georgia
| $28.7K | +$29.6K | +1,228 | New |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $23.9K | +$72 | +3 | +0.3% |
|
|
CW
6
Connectus Wealth
Cincinnati,
Ohio
| – | -$4.22M | -171,075 | Closed |
|
|
MC
7
Mathes Company
New York
| – | -$210K | -8,500 | Closed |
|
JPM.PRD Hedge Fund Activity: Q4 2022 in Review
5 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) for Q4 2022, worth a combined $877K — down 83% from $5.16M 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 3 added.
The largest buyer was Bartlett & Co Wealth Management, adding an estimated $152K. The largest seller was Connectus Wealth, exiting entirely with an estimated $4.22M sold.
- 5 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q4 2022, down from 6 in Q3 2022.
- Funds reported $877K of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q4 2022, down 83% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q4 2022 and 2 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock buyer in Q4 2022 was Bartlett & Co Wealth Management, an estimated $152K added.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q4 2022 was Connectus Wealth, an estimated $4.22M sold.
Based on aggregated 13F filings for Q4 2022.