JPMorgan Chase & Co 6.00% Series EE Preferred Stock
JPM.PRC
12 hedge funds and large institutions have $6.49M invested in JPMorgan Chase & Co 6.00% Series EE Preferred Stock in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 0 closing their positions.
50% more funds holding
Funds holding: 8 → 12 (+4)
12% more capital invested
Capital invested by funds: $5.77M → $6.49M (+$720K)
0.04% more ownership
Funds ownership: 0.31% → 0.35% (+0.04%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPP
Whalerock Point Partners
Providence,
Rhode Island
|
+$1.17M |
| 2 |
PWM
Proathlete Wealth Management
Boca Raton,
Florida
|
+$12.7K |
| 3 |
TSMHT
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
+$12.7K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$7.43K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMO
Beck Mack & Oliver
New York
|
-$312K |
| 2 |
OP
ORG Partners
Roanoke,
Indiana
|
-$101K |
| 3 |
CCAM
Cascades Capital Asset Management
Greensboro,
North Carolina
|
-$25.9K |
| 4 |
NS
NBC Securities
Birmingham,
Alabama
|
-$25 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OP
1
ORG Partners
Roanoke,
Indiana
| $1.84M | -$101K | -4,000 | -5% |
|
|
CCAM
2
Cascades Capital Asset Management
Greensboro,
North Carolina
| $1.82M | -$25.9K | -1,020 | -1% |
|
|
WPP
3
Whalerock Point Partners
Providence,
Rhode Island
| $1.16M | +$1.17M | +46,000 | New |
|
|
AAM
4
AR Asset Management
West Hollywood,
California
| $1.08M | – | – | – |
|
|
BMO
5
Beck Mack & Oliver
New York
| $360K | -$312K | -12,325 | -46% |
|
|
ECM
6
Estabrook Capital Management
New York
| $133K | – | – | – |
|
|
7
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $47.4K | +$7.43K | +293 | +18% |
|
|
MO
8
McMillan Office
St. Clair Shores,
Michigan
| $16.7K | +$16.9K | +666 | New |
|
|
PWM
9
Proathlete Wealth Management
Boca Raton,
Florida
| $12.6K | +$12.7K | +500 | New |
|
|
TSMHT
10
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $12.6K | +$12.7K | +500 | New |
|
|
NS
11
NBC Securities
Birmingham,
Alabama
| $9.38K | -$25 | -1 | -0.3% |
|
|
BWAM
12
Boyd Watterson Asset Management
Cleveland,
Ohio
| $3.15K | – | – | – |
|
JPM.PRC Hedge Fund Activity: Q4 2025 in Review
12 of the 8,227 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) for Q4 2025, worth a combined $6.49M — up 12% from $5.77M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JPM.PRC positions and 0 closed out — a net gain of 4 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Whalerock Point Partners, opening a new position worth an estimated $1.17M. The largest seller was Beck Mack & Oliver, cutting an estimated $312K.
- 12 institutional investors held JPMorgan Chase & Co 6.00% Series EE Preferred Stock (JPM.PRC) as of Q4 2025, up from 8 in Q3 2025.
- Funds reported $6.49M of JPMorgan Chase & Co 6.00% Series EE Preferred Stock stock for Q4 2025, up 12% quarter-over-quarter.
- 4 funds opened new JPMorgan Chase & Co 6.00% Series EE Preferred Stock positions in Q4 2025 and 0 closed out, a net change of +4 holders.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock buyer in Q4 2025 was Whalerock Point Partners, an estimated $1.17M added.
- The largest JPMorgan Chase & Co 6.00% Series EE Preferred Stock seller in Q4 2025 was Beck Mack & Oliver, an estimated $312K sold.
Based on aggregated 13F filings for Q4 2025.