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JPMorgan Chase & Co 4.75% Series GG Preferred Stock

3 hedge funds and large institutions have $414K invested in JPMorgan Chase & Co 4.75% Series GG Preferred Stock in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 0.08% → 0.05% (-0.03%)

25% less funds holding

Funds holding: 4 → 3 (-1)

62% less capital inflows, than outflows

Capital inflows: $126K | Capital outflows: $334K

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Sellers

Rank Fund Capital Flow
1
IHT Wealth Management
IHT Wealth Management
Illinois
-$334K

JPM.PRJ Hedge Fund Activity: Q4 2023 in Review

3 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) for Q4 2023, worth a combined $414K — down 31% from $604K a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of JPM.PRJ and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was Sierra Capital, adding an estimated $123K. The largest seller was IHT Wealth Management, exiting entirely with an estimated $334K sold.

  • 3 institutional investors held JPMorgan Chase & Co 4.75% Series GG Preferred Stock (JPM.PRJ) as of Q4 2023, down from 4 in Q3 2023.
  • Funds reported $414K of JPMorgan Chase & Co 4.75% Series GG Preferred Stock stock for Q4 2023, down 31% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co 4.75% Series GG Preferred Stock positions in Q4 2023 and 1 closed out, a net change of -1 holder.
  • The largest JPMorgan Chase & Co 4.75% Series GG Preferred Stock buyer in Q4 2023 was Sierra Capital, an estimated $123K added.
  • The largest JPMorgan Chase & Co 4.75% Series GG Preferred Stock seller in Q4 2023 was IHT Wealth Management, an estimated $334K sold.

Based on aggregated 13F filings for Q4 2023.