JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
8 hedge funds and large institutions have $5.77M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.06% less ownership
Funds ownership: 0.37% → 0.31% (-0.06%)
16% less capital invested
Capital invested by funds: $6.87M → $5.77M (-$1.1M)
20% less funds holding
Funds holding: 10 → 8 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCAM
Cascades Capital Asset Management
Greensboro,
North Carolina
|
+$81.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPP
Whalerock Point Partners
Providence,
Rhode Island
|
-$1.16M |
| 2 |
1IA
1620 Investment Advisors
Plymouth,
Massachusetts
|
-$41.5K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$1.09K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OP
1
ORG Partners
Roanoke,
Indiana
| $1.96M | – | – | – |
|
|
CCAM
2
Cascades Capital Asset Management
Greensboro,
North Carolina
| $1.86M | +$81.5K | +3,205 | +5% |
|
|
AAM
3
AR Asset Management
West Hollywood,
California
| $1.09M | – | – | – |
|
|
BMO
4
Beck Mack & Oliver
New York
| $676K | – | – | – |
|
|
ECM
5
Estabrook Capital Management
New York
| $134K | – | – | – |
|
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $40.4K | -$1.09K | -43 | -3% |
|
|
NS
7
NBC Securities
Birmingham,
Alabama
| $9.48K | – | – | – |
|
|
BWAM
8
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.17K | – | – | – |
|
|
WPP
9
Whalerock Point Partners
Providence,
Rhode Island
| – | -$1.16M | -46,000 | Closed |
|
|
1IA
10
1620 Investment Advisors
Plymouth,
Massachusetts
| – | -$41.5K | -1,645 | Closed |
|
JPM.PRC Hedge Fund Activity: Q3 2025 in Review
8 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q3 2025, worth a combined $5.77M — down 16% from $6.87M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of JPM.PRC and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was Cascades Capital Asset Management, adding an estimated $81.5K. The largest seller was Whalerock Point Partners, exiting entirely with an estimated $1.16M sold.
- 8 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q3 2025, down from 10 in Q2 2025.
- Funds reported $5.77M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q3 2025, down 16% quarter-over-quarter.
- 0 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q3 2025 and 2 closed out, a net change of -2 holders.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q3 2025 was Cascades Capital Asset Management, an estimated $81.5K added.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q3 2025 was Whalerock Point Partners, an estimated $1.16M sold.
Based on aggregated 13F filings for Q3 2025.