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

8 hedge funds and large institutions have $6.49M invested in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more capital invested

Capital invested by funds: $1.99M → $6.49M (+$4.5M)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

14% more funds holding

Funds holding: 7 → 8 (+1)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

0.12% less ownership

Funds ownership: 0.12% → 0% (-0.12%)

Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SGK
Steigerwald Gordon & Koch
Virginia
+$4.47M
2
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
+$99.9K
3
NS
NBC Securities
Alabama
+$50.8K

Top Sellers

Rank Fund Capital Flow
1
OP
ORG Partners
Indiana
-$99.9K
2
1IA
1620 Investment Advisors
Massachusetts
-$9.83K
Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
1
Steigerwald Gordon & Koch
Virginia
$4.44M +$4.47M +178,821 New
OP
2
ORG Partners
Indiana
$1.02M -$99.9K -4,000 -9%
MC
3
Mathes Company
New York
$577K – – –
NS
4
NBC Securities
Alabama
$300K +$50.8K +2,034 +20%
OPTFSNA
5
Old Point Trust & Financial Services N A
Virginia
$99.4K +$99.9K +4,000 New
TIM
6
Thompson Investment Management
Wisconsin
$29.8K – – –
UCB
7
United Community Bank
South Carolina
$17.4K – – –
CFP
8
Comprehensive Financial Planning
Pennsylvania
$2.86K – – –
1IA
9
1620 Investment Advisors
Massachusetts
– -$9.83K -400 Closed

JPM.PRD 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 5.75% Series DD Preferred Stock (JPM.PRD) for Q3 2025, worth a combined $6.49M — up 226% from $1.99M a quarter earlier.

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

The largest buyer was Steigerwald Gordon & Koch, opening a new position worth an estimated $4.47M. The largest seller was ORG Partners, cutting an estimated $99.9K.

  • 8 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q3 2025, up from 7 in Q2 2025.
  • Funds reported $6.49M of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q3 2025, up 226% quarter-over-quarter.
  • 2 funds opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q3 2025 and 1 closed out, a net change of +1 holder.
  • The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock buyer in Q3 2025 was Steigerwald Gordon & Koch, an estimated $4.47M added.
  • The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q3 2025 was ORG Partners, an estimated $99.9K sold.

Based on aggregated 13F filings for Q3 2025.