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JPMorgan Chase & Co 4.75% Series GG Preferred Stock
JPM.PRJ

3 hedge funds and large institutions have $2.69M invested in JPMorgan Chase & Co 4.75% Series GG Preferred Stock in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding

Funds holding: 1 → 3 (+2)

66% more capital invested

Capital invested by funds: $1.62M → $2.69M (+$1.07M)

0.14% more ownership

Funds ownership: 0.21% → 0.36% (+0.14%)

Holders
3
Holders Change
+2
Holders Change %
+200%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CW
Connectus Wealth
Ohio
+$1.13M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$12.3K
3
DLCIG
D.L. Carlson Investment Group
New Hampshire
+$2.2K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
1
D.L. Carlson Investment Group
New Hampshire
$1.6M +$2.2K +100 +0.1%
CW
2
Connectus Wealth
Ohio
$1.08M +$1.13M +51,350 New
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$12K +$12.3K +560 New

JPM.PRJ Hedge Fund Activity: Q3 2022 in Review

3 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) for Q3 2022, worth a combined $2.69M — up 66% from $1.62M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new JPM.PRJ positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Connectus Wealth, opening a new position worth an estimated $1.13M.

  • 3 institutional investors held JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) as of Q3 2022, up from 1 in Q2 2022.
  • Funds reported $2.69M of JPMorgan Chase & Co 4.75% Series GG Preferred Stock stock for Q3 2022, up 66% quarter-over-quarter.
  • 2 funds opened new JPMorgan Chase & Co 4.75% Series GG Preferred Stock positions in Q3 2022 and 0 closed out, a net change of +2 holders.
  • The largest JPMorgan Chase & Co 4.75% Series GG Preferred Stock buyer in Q3 2022 was Connectus Wealth, an estimated $1.13M added.

Based on aggregated 13F filings for Q3 2022.