JPMorgan Chase & Co 4.75% Series GG Preferred Stock
JPM.PRJ
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.
0.03% less ownership
Funds ownership: 0.08% → 0.05% (-0.03%)
25% less funds holding
Funds holding: 4 → 3 (-1)
31% less capital invested
Capital invested by funds: $604K → $414K (-$190K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sierra Capital
Miami,
Florida
|
+$123K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$2.69K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$334K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
1
Sierra Capital
Miami,
Florida
| $376K | +$123K | +6,044 | +52% |
|
|
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $35.7K | +$2.69K | +132 | +9% |
|
|
BWAM
3
Boyd Watterson Asset Management
Cleveland,
Ohio
| $2.68K | – | – | – |
|
|
IWM
4
IHT Wealth Management
Chicago,
Illinois
| – | -$334K | -16,301 | Closed |
|
JPM.PRJ Hedge Fund Activity: Q4 2023 in Review
3 of the 6,860 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.