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JPMorgan Chase & Co 4.55% Series JJ Preferred Stock
JPM.PRK

3 hedge funds and large institutions have $237K invested in JPMorgan Chase & Co 4.55% Series JJ Preferred Stock in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 2 → 3 (+1)

0% more ownership

Funds ownership: 0.02% → 0.02% (+0%)

5% less capital invested

Capital invested by funds: $249K → $237K (-$12K)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TWM
Tradition Wealth Management
Minnesota
+$62

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
1
Roanoke Asset Management
New Jersey
$232K – – –
TWM
2
Tradition Wealth Management
Minnesota
$5K +$62 +3 +1%
Comerica Bank
3
Comerica Bank
Texas
$1 +$8.78K +425 New

JPM.PRK Hedge Fund Activity: Q2 2023 in Review

3 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.55% Series JJ Preferred Stock (JPM.PRK) for Q2 2023, worth a combined $237K — down 4.8% from $249K a quarter earlier.

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

The largest buyer was Tradition Wealth Management, adding an estimated $62.

  • 3 institutional investors held JPMorgan Chase & Co 4.55% Series JJ Preferred Stock (JPM.PRK) as of Q2 2023, up from 2 in Q1 2023.
  • Funds reported $237K of JPMorgan Chase & Co 4.55% Series JJ Preferred Stock stock for Q2 2023, down 4.8% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co 4.55% Series JJ Preferred Stock positions in Q2 2023 and 0 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase & Co 4.55% Series JJ Preferred Stock buyer in Q2 2023 was Tradition Wealth Management, an estimated $62 added.

Based on aggregated 13F filings for Q2 2023.