JPMorgan Chase & Co 4.55% Series JJ Preferred Stock
JPM.PRK
4 hedge funds and large institutions have $1.53M invested in JPMorgan Chase & Co 4.55% Series JJ Preferred Stock in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, reducing their positions, and 1 closing their positions.
533% more capital invested
Capital invested by funds: $242K → $1.53M (+$1.29M)
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more funds holding
Funds holding: 2 → 4 (+2)
0.1% more ownership
Funds ownership: 0.02% → 0.12% (+0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$1.2M |
| 2 |
TIM
Thompson Investment Management
Madison,
Wisconsin
|
+$63.4K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$9.32K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SAM
1
Silvercrest Asset Management
New York
| $1.21M | +$1.2M | +56,600 | New |
|
|
RAM
2
Roanoke Asset Management
Jersey City,
New Jersey
| $247K | – | – | – |
|
|
TIM
3
Thompson Investment Management
Madison,
Wisconsin
| $64.2K | +$63.4K | +3,000 | New |
|
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $9.44K | +$9.32K | +441 | New |
|
|
TWM
5
Tradition Wealth Management
Edina,
Minnesota
| – | -$5K | -267 | Closed |
|
JPM.PRK Hedge Fund Activity: Q1 2024 in Review
4 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.55% Series JJ Preferred Stock (JPM.PRK) for Q1 2024, worth a combined $1.53M — up 533% from $242K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JPM.PRK positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Silvercrest Asset Management, opening a new position worth an estimated $1.2M. The largest seller was Tradition Wealth Management, exiting entirely with an estimated $5K sold.
- 4 institutional investors held JPMorgan Chase & Co 4.55% Series JJ Preferred Stock (JPM.PRK) as of Q1 2024, up from 2 in Q4 2023.
- Funds reported $1.53M of JPMorgan Chase & Co 4.55% Series JJ Preferred Stock stock for Q1 2024, up 533% quarter-over-quarter.
- 3 funds opened new JPMorgan Chase & Co 4.55% Series JJ Preferred Stock positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest JPMorgan Chase & Co 4.55% Series JJ Preferred Stock buyer in Q1 2024 was Silvercrest Asset Management, an estimated $1.2M added.
- The largest JPMorgan Chase & Co 4.55% Series JJ Preferred Stock seller in Q1 2024 was Tradition Wealth Management, an estimated $5K sold.
Based on aggregated 13F filings for Q1 2024.