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JPMorgan Chase & Co 4.625% Series LL Preferred Stock
JPM.PRL

4 hedge funds and large institutions have $2.4M invested in JPMorgan Chase & Co 4.625% Series LL Preferred Stock in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more capital inflows, than outflows

Capital inflows: $1.49M | Capital outflows: $832K

0.05% more ownership

Funds ownership: 0.12% → 0.17% (+0.05%)

20% less funds holding

Funds holding: 5 → 4 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
+$1.48M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.84K

Top Sellers

Rank Fund Capital Flow
1
Shapiro Capital Management
Shapiro Capital Management
Georgia
-$452K
2
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$380K

JPM.PRL Hedge Fund Activity: Q4 2022 in Review

4 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.625% Series LL Preferred Stock (JPM.PRL) for Q4 2022, worth a combined $2.4M — up 33% from $1.8M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of JPM.PRL and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.

The largest buyer was D.L. Carlson Investment Group, opening a new position worth an estimated $1.48M. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $452K sold.

  • 4 institutional investors held JPMorgan Chase & Co 4.625% Series LL Preferred Stock (JPM.PRL) as of Q4 2022, down from 5 in Q3 2022.
  • Funds reported $2.4M of JPMorgan Chase & Co 4.625% Series LL Preferred Stock stock for Q4 2022, up 33% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co 4.625% Series LL Preferred Stock positions in Q4 2022 and 2 closed out, a net change of -1 holder.
  • The largest JPMorgan Chase & Co 4.625% Series LL Preferred Stock buyer in Q4 2022 was D.L. Carlson Investment Group, an estimated $1.48M added.
  • The largest JPMorgan Chase & Co 4.625% Series LL Preferred Stock seller in Q4 2022 was Shapiro Capital Management, an estimated $452K sold.

Based on aggregated 13F filings for Q4 2022.