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JPMorgan Chase & Co 4.55% Series JJ Preferred Stock

2 hedge funds and large institutions have $220K invested in JPMorgan Chase & Co 4.55% Series JJ Preferred Stock in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 12 (+1)

0% more capital invested

Capital invested by funds: $219K → $220K (+$1K)

0% more ownership

Funds ownership: 0.02%0.02% (+0%)

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
TWM
Tradition Wealth Management
Minnesota
+$4.77K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
1
Roanoke Asset Management
New Jersey
$215K
TWM
2
Tradition Wealth Management
Minnesota
$5K +$4.77K +252 New

JPM.PRK 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 4.55% Series JJ Preferred Stock (JPM.PRK) for Q4 2022, worth a combined $220K — up 0.46% from $219K a quarter earlier.

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

The largest buyer was Tradition Wealth Management, opening a new position worth an estimated $4.77K.

  • 2 institutional investors held JPMorgan Chase & Co 4.55% Series JJ Preferred Stock (JPM.PRK) as of Q4 2022, up from 1 in Q3 2022.
  • Funds reported $220K of JPMorgan Chase & Co 4.55% Series JJ Preferred Stock stock for Q4 2022, up 0.46% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co 4.55% Series JJ Preferred Stock positions in Q4 2022 and 0 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase & Co 4.55% Series JJ Preferred Stock buyer in Q4 2022 was Tradition Wealth Management, an estimated $4.77K added.

Based on aggregated 13F filings for Q4 2022.