JPMorgan Chase & Co 4.55% Series JJ Preferred Stock
JPM.PRK
2 hedge funds and large institutions have $225K invested in JPMorgan Chase & Co 4.55% Series JJ Preferred Stock in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
0% less ownership
Funds ownership: 0.02% → 0.02% (-0%)
5% less capital invested
Capital invested by funds: $237K → $225K (-$12K)
33% less funds holding
Funds holding: 3 → 2 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$79 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
-$1 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RAM
1
Roanoke Asset Management
Jersey City,
New Jersey
| $220K | – | – | – |
|
|
TWM
2
Tradition Wealth Management
Edina,
Minnesota
| $5K | +$79 | +4 | +2% |
|
|
3
Comerica Bank
Dallas,
Texas
| – | -$1 | -425 | Closed |
|
JPM.PRK Hedge Fund Activity: Q3 2023 in Review
2 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.55% Series JJ Preferred Stock (JPM.PRK) for Q3 2023, worth a combined $225K — down 5.1% from $237K a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of JPM.PRK and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Tradition Wealth Management, adding an estimated $79. The largest seller was Comerica Bank, exiting entirely with an estimated $1 sold.
- 2 institutional investors held JPMorgan Chase & Co 4.55% Series JJ Preferred Stock (JPM.PRK) as of Q3 2023, down from 3 in Q2 2023.
- Funds reported $225K of JPMorgan Chase & Co 4.55% Series JJ Preferred Stock stock for Q3 2023, down 5.1% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co 4.55% Series JJ Preferred Stock positions in Q3 2023 and 1 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co 4.55% Series JJ Preferred Stock buyer in Q3 2023 was Tradition Wealth Management, an estimated $79 added.
- The largest JPMorgan Chase & Co 4.55% Series JJ Preferred Stock seller in Q3 2023 was Comerica Bank, an estimated $1 sold.
Based on aggregated 13F filings for Q3 2023.