JPMorgan Chase & Co 5.75% Series DD Preferred Stock
JPM.PRD
7 hedge funds and large institutions have $1.41M invested in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.
49% more capital invested
Capital invested by funds: $949K → $1.41M (+$461K)
40% more funds holding
Funds holding: 5 → 7 (+2)
0.04% more ownership
Funds ownership: 0.06% → 0.1% (+0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$29.3K |
| 2 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$29.3K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
1
Mathes Company
New York
| $393K | +$390K | +15,650 | New |
|
|
BC
2
Bartlett & Co
Cincinnati,
Ohio
| $359K | +$29.3K | +1,175 | +9% |
|
|
BCWM
3
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $359K | +$29.3K | +1,175 | +9% |
|
|
RAM
4
Roanoke Asset Management
Jersey City,
New Jersey
| $226K | – | – | – |
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $65.8K | – | – | – |
|
|
PO
6
Private Ocean
San Rafael,
California
| $7.72K | – | – | – |
|
7
Comerica Bank
Dallas,
Texas
| $4 | +$305K | +12,234 | New |
|
JPM.PRD Hedge Fund Activity: Q2 2023 in Review
7 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) for Q2 2023, worth a combined $1.41M — up 49% from $949K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JPM.PRD positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Bartlett & Co, adding an estimated $29.3K.
- 7 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q2 2023, up from 5 in Q1 2023.
- Funds reported $1.41M of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q2 2023, up 49% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q2 2023 and 0 closed out, a net change of +2 holders.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock buyer in Q2 2023 was Bartlett & Co, an estimated $29.3K added.
Based on aggregated 13F filings for Q2 2023.