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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.

New
Increased
Maintained
Reduced
Closed

25,266% more capital inflows, than outflows

Capital inflows: $1.27M | Capital outflows: $5K

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%)

Holders
4
Holders Change
+2
Holders Change %
+100%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Silvercrest Asset Management
Silvercrest Asset Management
New York
+$1.2M
2
Thompson Investment Management
Thompson Investment Management
Wisconsin
+$63.4K
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$9.32K

Top Sellers

Rank Fund Capital Flow
1
Tradition Wealth Management
Tradition Wealth Management
Minnesota
-$5K

JPM.PRK Hedge Fund Activity: Q1 2024 in Review

4 of the 6,966 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.