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JPMorgan Chase & Co 4.55% Series JJ Preferred Stock

2 hedge funds and large institutions have $242K invested in JPMorgan Chase & Co 4.55% Series JJ Preferred Stock in 2023 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $225K → $242K (+$17K)

0% more funds holding

Funds holding: 22 (0)

0% more ownership

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

Holders
2
Holders Change
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
TWM
Tradition Wealth Management
Minnesota
+$78

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
1
Roanoke Asset Management
New Jersey
$237K
TWM
2
Tradition Wealth Management
Minnesota
$5K +$78 +4 +2%

JPM.PRK Hedge Fund Activity: Q4 2023 in Review

2 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.55% Series JJ Preferred Stock (JPM.PRK) for Q4 2023, worth a combined $242K — up 7.6% from $225K a quarter earlier.

Fund positioning in JPM.PRK was balanced in Q4 2023: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Tradition Wealth Management, adding an estimated $78.

  • 2 institutional investors held JPMorgan Chase & Co 4.55% Series JJ Preferred Stock (JPM.PRK) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $242K of JPMorgan Chase & Co 4.55% Series JJ Preferred Stock stock for Q4 2023, up 7.6% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co 4.55% Series JJ Preferred Stock positions in Q4 2023 and 0 closed out.
  • The largest JPMorgan Chase & Co 4.55% Series JJ Preferred Stock buyer in Q4 2023 was Tradition Wealth Management, an estimated $78 added.

Based on aggregated 13F filings for Q4 2023.