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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.

New
Increased
Maintained
Reduced
Closed

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

96% less capital inflows, than outflows

Capital inflows: $189K | Capital outflows: $4.43M

Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
+$152K
2
Bartlett & Co
Bartlett & Co
Ohio
+$7.46K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$72

Top Sellers

Rank Fund Capital Flow
1
Connectus Wealth
Connectus Wealth
Ohio
-$4.22M
2
Mathes Company
Mathes Company
New York
-$210K

JPM.PRD Hedge Fund Activity: Q4 2022 in Review

5 of the 6,242 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.