JPMorgan Chase & Co 4.20% Series MM Preferred Stock
JPM.PRM
3 hedge funds and large institutions have $2.22M invested in JPMorgan Chase & Co 4.20% Series MM Preferred Stock in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 0 reducing their positions, and 2 closing their positions.
729% more capital invested
Capital invested by funds: $267K → $2.22M (+$1.95M)
0.13% more ownership
Funds ownership: 0.02% → 0.15% (+0.13%)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGF
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
+$2.04M |
| 2 |
KLWA
Kelly Lawrence W & Associates
Pasadens,
California
|
+$4.54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cubic Asset Management
Boston,
Massachusetts
|
-$187K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6.53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CGF
1
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| $2.13M | +$2.04M | +112,302 | New |
|
|
ACA
2
Atlas Capital Advisors
Jackson,
Wyoming
| $77.5K | – | – | – |
|
|
KLWA
3
Kelly Lawrence W & Associates
Pasadens,
California
| $4.79K | +$4.54K | +250 | New |
|
|
CAM
4
Cubic Asset Management
Boston,
Massachusetts
| – | -$187K | -10,340 | Closed |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$6.53K | -361 | Closed |
|
JPM.PRM Hedge Fund Activity: Q4 2023 in Review
3 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.20% Series MM Preferred Stock (JPM.PRM) for Q4 2023, worth a combined $2.22M — up 729% from $267K a quarter earlier.
Fund positioning in JPM.PRM was balanced in Q4 2023: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 0 trimmed.
The largest buyer was Constant Guidance Financial, opening a new position worth an estimated $2.04M. The largest seller was Cubic Asset Management, exiting entirely with an estimated $187K sold.
- 3 institutional investors held JPMorgan Chase & Co 4.20% Series MM Preferred Stock (JPM.PRM) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $2.22M of JPMorgan Chase & Co 4.20% Series MM Preferred Stock stock for Q4 2023, up 729% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase & Co 4.20% Series MM Preferred Stock positions in Q4 2023 and 2 closed out, a net change of 0 holders.
- The largest JPMorgan Chase & Co 4.20% Series MM Preferred Stock buyer in Q4 2023 was Constant Guidance Financial, an estimated $2.04M added.
- The largest JPMorgan Chase & Co 4.20% Series MM Preferred Stock seller in Q4 2023 was Cubic Asset Management, an estimated $187K sold.
Based on aggregated 13F filings for Q4 2023.