JPMorgan Chase & Co 5.75% Series DD Preferred Stock
JPM.PRD
5 hedge funds and large institutions have $699K invested in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.04% less ownership
Funds ownership: 0.08% → 0.04% (-0.04%)
17% less funds holding
Funds holding: 6 → 5 (-1)
48% less capital invested
Capital invested by funds: $1.33M → $699K (-$634K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thompson Investment Management
Madison,
Wisconsin
|
+$30K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$333K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
1
Mathes Company
New York
| $380K | – | – | – |
|
|
RAM
2
Roanoke Asset Management
Jersey City,
New Jersey
| $227K | – | – | – |
|
3
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $53.9K | – | – | – |
|
|
TIM
4
Thompson Investment Management
Madison,
Wisconsin
| $30K | +$30K | +1,200 | New |
|
|
PO
5
Private Ocean
San Rafael,
California
| $7.68K | – | – | – |
|
|
BCWM
6
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$333K | -13,310 | Closed |
|
JPM.PRD Hedge Fund Activity: Q1 2024 in Review
5 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) for Q1 2024, worth a combined $699K — down 48% from $1.33M a quarter earlier.
Fund positioning in JPM.PRD was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was Thompson Investment Management, opening a new position worth an estimated $30K. The largest seller was Bartlett & Co Wealth Management, exiting entirely with an estimated $333K sold.
- 5 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q1 2024, down from 6 in Q4 2023.
- Funds reported $699K of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q1 2024, down 48% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock buyer in Q1 2024 was Thompson Investment Management, an estimated $30K added.
- The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q1 2024 was Bartlett & Co Wealth Management, an estimated $333K sold.
Based on aggregated 13F filings for Q1 2024.