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JPMorgan Chase & Co 5.75% Series DD Preferred Stock
JPM.PRD

4 hedge funds and large institutions have $545K invested in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in 2026 Q1 according to their latest regulatory filings, with funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less funds holding

Funds holding: 8 → 4 (-4)

91% less capital invested

Capital invested by funds: $6.22M → $545K (-$5.68M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
4
Holders Change
-4
Holders Change %
-50%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
SGK
Steigerwald Gordon & Koch
Virginia
-$4.37M
2
NS
NBC Securities
Alabama
-$345K
3
UCB
United Community Bank
South Carolina
-$17.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1
Mathes Company
New York
$416K – – –
OPTFSNA
2
Old Point Trust & Financial Services N A
Virginia
$97.2K – – –
TIM
3
Thompson Investment Management
Wisconsin
$29K – – –
CFP
4
Comprehensive Financial Planning
Pennsylvania
$2.78K – – –
SGK
5
Steigerwald Gordon & Koch
Virginia
– -$4.37M -175,530 Closed
NS
6
NBC Securities
Alabama
– -$345K -13,859 Closed
UCB
7
United Community Bank
South Carolina
– -$17.4K -700 Closed

JPM.PRD Hedge Fund Activity: Q1 2026 in Review

4 of the 8,137 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) for Q1 2026, worth a combined $545K — down 91% from $6.22M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of JPM.PRD and 0 opened new positions — a net loss of 3 holders — while 0 trimmed existing stakes and 0 added.

The largest seller was Steigerwald Gordon & Koch, exiting entirely with an estimated $4.37M sold.

  • 4 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q1 2026, down from 8 in Q4 2025.
  • Funds reported $545K of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q1 2026, down 91% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q1 2026 and 3 closed out, a net change of -3 holders.
  • The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q1 2026 was Steigerwald Gordon & Koch, an estimated $4.37M sold.

Based on aggregated 13F filings for Q1 2026.