JPMorgan Chase & Co 5.75% Series DD Preferred Stock
JPM.PRD
6 hedge funds and large institutions have $1.33M invested in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0.02% less ownership
Funds ownership: 0.1% → 0.08% (-0.02%)
6% less capital invested
Capital invested by funds: $1.41M → $1.33M (-$85.3K)
14% less funds holding
Funds holding: 7 → 6 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Mathes Company
New York
|
-$11.1K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.49K |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$4 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
1
Mathes Company
New York
| $362K | -$11.1K | -450 | -3% |
|
|
BC
2
Bartlett & Co
Cincinnati,
Ohio
| $340K | – | – | – |
|
|
BCWM
3
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $340K | – | – | – |
|
|
RAM
4
Roanoke Asset Management
Jersey City,
New Jersey
| $217K | – | – | – |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $59K | -$3.49K | -142 | -5% |
|
|
PO
6
Private Ocean
San Rafael,
California
| $7.31K | – | – | – |
|
|
7
Comerica Bank
Dallas,
Texas
| – | -$4 | -12,234 | Closed |
|
JPM.PRD Hedge Fund Activity: Q3 2023 in Review
6 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) for Q3 2023, worth a combined $1.33M — down 6% from $1.41M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of JPM.PRD and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 0 added.
The largest seller was Mathes Company, cutting an estimated $11.1K.
- 6 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q3 2023, down from 7 in Q2 2023.
- Funds reported $1.33M of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q3 2023, down 6% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q3 2023 and 1 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q3 2023 was Mathes Company, an estimated $11.1K sold.
Based on aggregated 13F filings for Q3 2023.