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JPMorgan Chase & Co 4.20% Series MM Preferred Stock

3 hedge funds and large institutions have $140K invested in JPMorgan Chase & Co 4.20% Series MM Preferred Stock in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less ownership

Funds ownership: 0.01%0.01% (-0%)

8% less capital invested

Capital invested by funds: $153K → $140K (-$12.9K)

25% less funds holding

Funds holding: 43 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
KLWA
Kelly Lawrence W & Associates
California
-$5.04K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Atlas Capital Advisors
Wyoming
$77.8K
TIM
2
Thompson Investment Management
Wisconsin
$57.3K
TAM
3
Tucker Asset Management
Colorado
$5.25K
KLWA
4
Kelly Lawrence W & Associates
California
-$5.04K -250 Closed

JPM.PRM Hedge Fund Activity: Q2 2024 in Review

3 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.20% Series MM Preferred Stock (JPM.PRM) for Q2 2024, worth a combined $140K — down 8.4% from $153K 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 0 added.

The largest seller was Kelly Lawrence W & Associates, exiting entirely with an estimated $5.04K sold.

  • 3 institutional investors held JPMorgan Chase & Co 4.20% Series MM Preferred Stock (JPM.PRM) as of Q2 2024, down from 4 in Q1 2024.
  • Funds reported $140K of JPMorgan Chase & Co 4.20% Series MM Preferred Stock stock for Q2 2024, down 8.4% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co 4.20% Series MM Preferred Stock positions in Q2 2024 and 1 closed out, a net change of -1 holder.
  • The largest JPMorgan Chase & Co 4.20% Series MM Preferred Stock seller in Q2 2024 was Kelly Lawrence W & Associates, an estimated $5.04K sold.

Based on aggregated 13F filings for Q2 2024.