JPMorgan Chase & Co 4.75% Series GG Preferred Stock
JPM.PRJ
2 hedge funds and large institutions have $19.1K invested in JPMorgan Chase & Co 4.75% Series GG Preferred Stock in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
0.35% less ownership
Funds ownership: 0.36% → 0% (-0.35%)
33% less funds holding
Funds holding: 3 → 2 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
99% less capital invested
Capital invested by funds: $2.69M → $19.1K (-$2.67M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$6.13K |
| 2 |
BWAM
Boyd Watterson Asset Management
Cleveland,
Ohio
|
+$2.52K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLCIG
D.L. Carlson Investment Group
Concord,
New Hampshire
|
-$1.6M |
| 2 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $16.6K | +$6.13K | +304 | +54% |
|
|
BWAM
2
Boyd Watterson Asset Management
Cleveland,
Ohio
| $2.43K | +$2.52K | +125 | New |
|
|
DLCIG
3
D.L. Carlson Investment Group
Concord,
New Hampshire
| – | -$1.6M | -75,960 | Closed |
|
|
CW
4
Connectus Wealth
Cincinnati,
Ohio
| – | -$1.08M | -51,350 | Closed |
|
JPM.PRJ Hedge Fund Activity: Q4 2022 in Review
2 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) for Q4 2022, worth a combined $19.1K — down 99% from $2.69M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JPM.PRJ and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was PNC Financial Services Group, adding an estimated $6.13K. The largest seller was D.L. Carlson Investment Group, exiting entirely with an estimated $1.6M sold.
- 2 institutional investors held JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) as of Q4 2022, down from 3 in Q3 2022.
- Funds reported $19.1K of JPMorgan Chase & Co 4.75% Series GG Preferred Stock stock for Q4 2022, down 99% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co 4.75% Series GG Preferred Stock positions in Q4 2022 and 2 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co 4.75% Series GG Preferred Stock buyer in Q4 2022 was PNC Financial Services Group, an estimated $6.13K added.
- The largest JPMorgan Chase & Co 4.75% Series GG Preferred Stock seller in Q4 2022 was D.L. Carlson Investment Group, an estimated $1.6M sold.
Based on aggregated 13F filings for Q4 2022.