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JPMorgan Chase & Co 4.20% Series MM Preferred Stock
JPM.PRM

4 hedge funds and large institutions have $153K invested in JPMorgan Chase & Co 4.20% Series MM Preferred Stock in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

33% more funds holding

Funds holding: 3 → 4 (+1)

0.14% less ownership

Funds ownership: 0.15% → 0.01% (-0.14%)

93% less capital invested

Capital invested by funds: $2.22M → $153K (-$2.06M)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIM
Thompson Investment Management
Wisconsin
+$59.2K
2
TAM
Tucker Asset Management
Colorado
+$5.43K

Top Sellers

Rank Fund Capital Flow
1
CGF
Constant Guidance Financial
Massachusetts
-$2.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Atlas Capital Advisors
Wyoming
$82.2K – – –
TIM
2
Thompson Investment Management
Wisconsin
$60.5K +$59.2K +3,000 New
TAM
3
Tucker Asset Management
Colorado
$5.54K +$5.43K +275 New
KLWA
4
Kelly Lawrence W & Associates
California
$5.04K – – –
CGF
5
Constant Guidance Financial
Massachusetts
– -$2.13M -112,302 Closed

JPM.PRM Hedge Fund Activity: Q1 2024 in Review

4 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.20% Series MM Preferred Stock (JPM.PRM) for Q1 2024, worth a combined $153K — down 93% from $2.22M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new JPM.PRM positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Thompson Investment Management, opening a new position worth an estimated $59.2K. The largest seller was Constant Guidance Financial, exiting entirely with an estimated $2.13M sold.

  • 4 institutional investors held JPMorgan Chase & Co 4.20% Series MM Preferred Stock (JPM.PRM) as of Q1 2024, up from 3 in Q4 2023.
  • Funds reported $153K of JPMorgan Chase & Co 4.20% Series MM Preferred Stock stock for Q1 2024, down 93% quarter-over-quarter.
  • 2 funds opened new JPMorgan Chase & Co 4.20% Series MM Preferred Stock positions in Q1 2024 and 1 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase & Co 4.20% Series MM Preferred Stock buyer in Q1 2024 was Thompson Investment Management, an estimated $59.2K added.
  • The largest JPMorgan Chase & Co 4.20% Series MM Preferred Stock seller in Q1 2024 was Constant Guidance Financial, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2024.