JPMorgan Chase & Co 5.75% Series DD Preferred Stock
JPM.PRD
5 hedge funds and large institutions have $949K invested in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
8% more capital invested
Capital invested by funds: $877K → $949K (+$72.2K)
0.01% more ownership
Funds ownership: 0.05% → 0.06% (+0.01%)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$148K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$39.5K |
| 3 |
PO
Private Ocean
San Rafael,
California
|
+$7.59K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFA
Register Financial Advisors
Atlanta,
Georgia
|
-$28.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCWM
1
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $326K | – | – | – |
|
|
BC
2
Bartlett & Co
Cincinnati,
Ohio
| $326K | +$148K | +5,994 | +84% |
|
|
RAM
3
Roanoke Asset Management
Jersey City,
New Jersey
| $224K | – | – | – |
|
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $65.2K | +$39.5K | +1,597 | +156% |
|
|
PO
5
Private Ocean
San Rafael,
California
| $7.65K | +$7.59K | +307 | New |
|
|
RFA
6
Register Financial Advisors
Atlanta,
Georgia
| – | -$28.7K | -1,228 | Closed |
|
JPM.PRD Hedge Fund Activity: Q1 2023 in Review
5 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) for Q1 2023, worth a combined $949K — up 8.2% from $877K a quarter earlier.
Fund positioning in JPM.PRD was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was Bartlett & Co, adding an estimated $148K. The largest seller was Register Financial Advisors, exiting entirely with an estimated $28.7K sold.
- 5 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $949K of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q1 2023, up 8.2% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock buyer in Q1 2023 was Bartlett & Co, an estimated $148K added.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q1 2023 was Register Financial Advisors, an estimated $28.7K sold.
Based on aggregated 13F filings for Q1 2023.