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

5 hedge funds and large institutions have $1.83M invested in JPMorgan Chase & Co 5.75% Series DD 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 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $1.19M → $1.83M (+$640K)

0.04% more ownership

Funds ownership: 0.07% → 0.11% (+0.04%)

0% more funds holding

Funds holding: 5 → 5 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OP
ORG Partners
Indiana
+$867K

Top Sellers

Rank Fund Capital Flow
1
RAM
Roanoke Asset Management
New Jersey
-$228K
Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1
ORG Partners
Indiana
$1.2M +$867K +34,500 +265%
MC
2
Mathes Company
New York
$584K – – –
TIM
3
Thompson Investment Management
Wisconsin
$30.2K – – –
UCB
4
United Community Bank
South Carolina
$17.6K – – –
CFP
5
Comprehensive Financial Planning
Pennsylvania
$2.9K +$2.89K +115 New
RAM
6
Roanoke Asset Management
New Jersey
– -$228K -9,000 Closed

JPM.PRD 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 5.75% Series DD Preferred Stock (JPM.PRD) for Q4 2024, worth a combined $1.83M — up 54% from $1.19M a quarter earlier.

Fund positioning in JPM.PRD was balanced in Q4 2024: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was ORG Partners, adding an estimated $867K. The largest seller was Roanoke Asset Management, exiting entirely with an estimated $228K sold.

  • 5 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $1.83M of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q4 2024, up 54% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q4 2024 and 1 closed out, a net change of 0 holders.
  • The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock buyer in Q4 2024 was ORG Partners, an estimated $867K added.
  • The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q4 2024 was Roanoke Asset Management, an estimated $228K sold.

Based on aggregated 13F filings for Q4 2024.