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

4 hedge funds and large institutions have $604K invested in JPMorgan Chase & Co 4.75% Series GG Preferred Stock in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,597% more capital invested

Capital invested by funds: $35.6K → $604K (+$568K)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

33% more funds holding

Funds holding: 3 → 4 (+1)

0.02% more ownership

Funds ownership: 0.06% → 0.08% (+0.02%)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$344K
2
SC
Sierra Capital
Florida
+$243K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1
IHT Wealth Management
Illinois
$334K +$344K +16,301 New
SC
2
Sierra Capital
Florida
$236K +$243K +11,521 New
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$31.5K – – –
BWAM
4
Boyd Watterson Asset Management
Ohio
$2.56K – – –

JPM.PRJ Hedge Fund Activity: Q3 2023 in Review

4 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) for Q3 2023, worth a combined $604K — up 1,597% from $35.6K a quarter earlier.

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

The largest buyer was IHT Wealth Management, opening a new position worth an estimated $344K.

  • 4 institutional investors held JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) as of Q3 2023, up from 3 in Q2 2023.
  • Funds reported $604K of JPMorgan Chase & Co 4.75% Series GG Preferred Stock stock for Q3 2023, up 1,597% quarter-over-quarter.
  • 2 funds opened new JPMorgan Chase & Co 4.75% Series GG Preferred Stock positions in Q3 2023 and 1 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase & Co 4.75% Series GG Preferred Stock buyer in Q3 2023 was IHT Wealth Management, an estimated $344K added.

Based on aggregated 13F filings for Q3 2023.