JPMorgan Chase & Co 4.20% Series MM Preferred Stock
JPM.PRM
3 hedge funds and large institutions have $432K invested in JPMorgan Chase & Co 4.20% Series MM Preferred Stock in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 2 closing their positions.
0.04% less ownership
Funds ownership: 0.07% → 0.03% (-0.04%)
25% less funds holding
Funds holding: 4 → 3 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
58% less capital invested
Capital invested by funds: $1.02M → $432K (-$591K)
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$404K |
| 2 |
RhumbLine Advisers
Boston,
Massachusetts
|
-$294K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
1
Cubic Asset Management
Boston,
Massachusetts
| $255K | – | – | – |
|
|
RFA
2
Register Financial Advisors
Atlanta,
Georgia
| $113K | +$116K | +6,480 | New |
|
|
ACA
3
Atlas Capital Advisors
Jackson,
Wyoming
| $64.1K | – | – | – |
|
|
SCM
4
Shapiro Capital Management
Atlanta,
Georgia
| – | -$404K | -22,400 | Closed |
|
|
5
RhumbLine Advisers
Boston,
Massachusetts
| – | -$294K | -16,300 | Closed |
|
JPM.PRM Hedge Fund Activity: Q4 2022 in Review
3 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.20% Series MM Preferred Stock (JPM.PRM) for Q4 2022, worth a combined $432K — down 58% from $1.02M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JPM.PRM and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 0 added.
The largest seller was Shapiro Capital Management, exiting entirely with an estimated $404K sold.
- 3 institutional investors held JPMorgan Chase & Co 4.20% Series MM Preferred Stock (JPM.PRM) as of Q4 2022, down from 4 in Q3 2022.
- Funds reported $432K of JPMorgan Chase & Co 4.20% Series MM Preferred Stock stock for Q4 2022, down 58% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co 4.20% Series MM Preferred Stock positions in Q4 2022 and 2 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co 4.20% Series MM Preferred Stock seller in Q4 2022 was Shapiro Capital Management, an estimated $404K sold.
Based on aggregated 13F filings for Q4 2022.