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JPMorgan Chase & Co 4.20% Series MM Preferred Stock

2 hedge funds and large institutions have $364K invested in JPMorgan Chase & Co 4.20% Series MM Preferred Stock in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.01% less ownership

Funds ownership: 0.03%0.02% (-0.01%)

16% less capital invested

Capital invested by funds: $432K → $364K (-$67.9K)

33% less funds holding

Funds holding: 32 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
2
Holders Change
-1
Holders Change %
-33.33%
% 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
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
ACA
Atlas Capital Advisors
Wyoming
+$7.64K

Top Sellers

Rank Fund Capital Flow
1
RFA
Register Financial Advisors
Georgia
-$113K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Cubic Asset Management
Massachusetts
$284K
ACA
2
Atlas Capital Advisors
Wyoming
$80.6K +$7.64K +400 +11%
RFA
3
Register Financial Advisors
Georgia
-$113K -6,480 Closed

JPM.PRM Hedge Fund Activity: Q1 2023 in Review

2 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.20% Series MM Preferred Stock (JPM.PRM) for Q1 2023, worth a combined $364K — down 16% from $432K a quarter earlier.

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

The largest buyer was Atlas Capital Advisors, adding an estimated $7.64K. The largest seller was Register Financial Advisors, exiting entirely with an estimated $113K sold.

  • 2 institutional investors held JPMorgan Chase & Co 4.20% Series MM Preferred Stock (JPM.PRM) as of Q1 2023, down from 3 in Q4 2022.
  • Funds reported $364K of JPMorgan Chase & Co 4.20% Series MM Preferred Stock stock for Q1 2023, down 16% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co 4.20% Series MM Preferred Stock positions in Q1 2023 and 1 closed out, a net change of -1 holder.
  • The largest JPMorgan Chase & Co 4.20% Series MM Preferred Stock buyer in Q1 2023 was Atlas Capital Advisors, an estimated $7.64K added.
  • The largest JPMorgan Chase & Co 4.20% Series MM Preferred Stock seller in Q1 2023 was Register Financial Advisors, an estimated $113K sold.

Based on aggregated 13F filings for Q1 2023.