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 Q4 according to their latest regulatory filings, with funds opening new positions, increasing their positions, 3 reducing their positions, and 0 closing their positions.
1% more capital invested
Capital invested by funds: $1.33M → $1.33M (+$7.11K)
0% more funds holding
Funds holding: 6 → 6 (0)
0% less ownership
Funds ownership: 0.08% → 0.08% (-0%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
-$23K |
| 2 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$23K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$7.72K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
1
Mathes Company
New York
| $380K | – | – | – |
|
|
BC
2
Bartlett & Co
Cincinnati,
Ohio
| $333K | -$23K | -960 | -7% |
|
|
BCWM
3
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $333K | -$23K | -960 | -7% |
|
|
RAM
4
Roanoke Asset Management
Jersey City,
New Jersey
| $225K | – | – | – |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $53.9K | -$7.72K | -322 | -13% |
|
|
PO
6
Private Ocean
San Rafael,
California
| $7.67K | – | – | – |
|
JPM.PRD Hedge Fund Activity: Q4 2023 in Review
6 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) for Q4 2023, worth a combined $1.33M — up 0.54% from $1.33M a quarter earlier.
Fund positioning in JPM.PRD was balanced in Q4 2023: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 3 trimmed.
The largest seller was Bartlett & Co, cutting an estimated $23K.
- 6 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $1.33M of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q4 2023, up 0.54% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q4 2023 and 0 closed out.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q4 2023 was Bartlett & Co, an estimated $23K sold.
Based on aggregated 13F filings for Q4 2023.