JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
10 hedge funds and large institutions have $6.59M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.38% less ownership
Funds ownership: 0.73% → 0.36% (-0.38%)
52% less capital invested
Capital invested by funds: $13.8M → $6.59M (-$7.23M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
+$139K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$24K |
| 3 |
1IA
1620 Investment Advisors
Plymouth,
Massachusetts
|
+$12.8K |
| 4 |
TSMHT
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
+$12.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
-$7.29M |
| 2 |
CCAM
Cascades Capital Asset Management
Greensboro,
North Carolina
|
-$7.45K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OP
1
ORG Partners
Roanoke,
Indiana
| $2.23M | +$139K | +5,500 | +7% |
|
|
CCAM
2
Cascades Capital Asset Management
Greensboro,
North Carolina
| $1.56M | -$7.45K | -294 | -0.5% |
|
|
WPP
3
Whalerock Point Partners
Providence,
Rhode Island
| $1.15M | – | – | – |
|
|
AAM
4
AR Asset Management
West Hollywood,
California
| $751K | – | – | – |
|
|
BMO
5
Beck Mack & Oliver
New York
| $666K | – | – | – |
|
|
ECM
6
Estabrook Capital Management
New York
| $133K | – | – | – |
|
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $45.9K | +$24K | +946 | +107% |
|
|
1IA
8
1620 Investment Advisors
Plymouth,
Massachusetts
| $38K | +$12.8K | +505 | +50% |
|
|
TSMHT
9
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $12.5K | +$12.7K | +500 | New |
|
|
BWAM
10
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.13K | – | – | – |
|
|
CGH
11
Crossmark Global Holdings
Houston,
Texas
| – | -$7.29M | -286,463 | Closed |
|
JPM.PRC Hedge Fund Activity: Q1 2025 in Review
10 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q1 2025, worth a combined $6.59M — down 52% from $13.8M a quarter earlier.
Fund positioning in JPM.PRC was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was ORG Partners, adding an estimated $139K. The largest seller was Crossmark Global Holdings, exiting entirely with an estimated $7.29M sold.
- 10 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $6.59M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q1 2025, down 52% quarter-over-quarter.
- 1 fund opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q1 2025 was ORG Partners, an estimated $139K added.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q1 2025 was Crossmark Global Holdings, an estimated $7.29M sold.
Based on aggregated 13F filings for Q1 2025.