JPMorgan Chase & Co 4.20% Series MM Preferred Stock
JPM.PRM
5 hedge funds and large institutions have $185K invested in JPMorgan Chase & Co 4.20% Series MM Preferred Stock in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
0.27% less ownership
Funds ownership: 0.28% → 0.01% (-0.27%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
96% less capital invested
Capital invested by funds: $4.73M → $185K (-$4.54M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
+$31.6K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$10.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGF
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
-$4.36M |
| 2 |
EBA
Eagle Bay Advisors
New York
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
1
Atlas Capital Advisors
Jackson,
Wyoming
| $77K | – | – | – |
|
|
TIM
2
Thompson Investment Management
Madison,
Wisconsin
| $56.7K | – | – | – |
|
|
OP
3
ORG Partners
Roanoke,
Indiana
| $30.2K | +$31.6K | +1,600 | New |
|
|
4
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $16K | +$10.2K | +518 | +158% |
|
|
TAM
5
Tucker Asset Management
Littleton,
Colorado
| $5.2K | – | – | – |
|
|
CGF
6
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| – | -$4.36M | -205,929 | Closed |
|
|
EBA
7
Eagle Bay Advisors
New York
| – | -$209K | -9,900 | Closed |
|
JPM.PRM Hedge Fund Activity: Q4 2024 in Review
5 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.20% Series MM Preferred Stock (JPM.PRM) for Q4 2024, worth a combined $185K — down 96% from $4.73M 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 1 added.
The largest buyer was ORG Partners, opening a new position worth an estimated $31.6K. The largest seller was Constant Guidance Financial, exiting entirely with an estimated $4.36M sold.
- 5 institutional investors held JPMorgan Chase & Co 4.20% Series MM Preferred Stock (JPM.PRM) as of Q4 2024, down from 6 in Q3 2024.
- Funds reported $185K of JPMorgan Chase & Co 4.20% Series MM Preferred Stock stock for Q4 2024, down 96% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co 4.20% Series MM Preferred Stock positions in Q4 2024 and 2 closed out, a net change of -1 holder.
- The largest JPMorgan Chase & Co 4.20% Series MM Preferred Stock buyer in Q4 2024 was ORG Partners, an estimated $31.6K added.
- The largest JPMorgan Chase & Co 4.20% Series MM Preferred Stock seller in Q4 2024 was Constant Guidance Financial, an estimated $4.36M sold.
Based on aggregated 13F filings for Q4 2024.