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

7 hedge funds and large institutions have $1.99M invested in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding

Funds holding: 5 → 7 (+2)

13% more capital invested

Capital invested by funds: $1.76M → $1.99M (+$227K)

0.01% more ownership

Funds ownership: 0.11% → 0.12% (+0.01%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NS
NBC Securities
Alabama
+$244K
2
1IA
1620 Investment Advisors
Massachusetts
+$9.73K

Top Sellers

Rank Fund Capital Flow
1
OP
ORG Partners
Indiana
-$36.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1
ORG Partners
Indiana
$1.12M -$36.5K -1,500 -3%
MC
2
Mathes Company
New York
$570K – – –
NS
3
NBC Securities
Alabama
$246K +$244K +10,035 New
TIM
4
Thompson Investment Management
Wisconsin
$29.5K – – –
UCB
5
United Community Bank
South Carolina
$17.2K – – –
1IA
6
1620 Investment Advisors
Massachusetts
$9.83K +$9.73K +400 New
CFP
7
Comprehensive Financial Planning
Pennsylvania
$2.83K – – –

JPM.PRD Hedge Fund Activity: Q2 2025 in Review

7 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) for Q2 2025, worth a combined $1.99M — up 13% from $1.76M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new JPM.PRD positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was NBC Securities, opening a new position worth an estimated $244K. The largest seller was ORG Partners, cutting an estimated $36.5K.

  • 7 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q2 2025, up from 5 in Q1 2025.
  • Funds reported $1.99M of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q2 2025, up 13% quarter-over-quarter.
  • 2 funds opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q2 2025 and 0 closed out, a net change of +2 holders.
  • The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock buyer in Q2 2025 was NBC Securities, an estimated $244K added.
  • The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q2 2025 was ORG Partners, an estimated $36.5K sold.

Based on aggregated 13F filings for Q2 2025.