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

8 hedge funds and large institutions have $6.22M invested in JPMorgan Chase & Co 5.75% Series DD Preferred Stock in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 8 → 8 (0)

4% less capital invested

Capital invested by funds: $6.49M → $6.22M (-$268K)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
8
Holders Change
–
Holders Change %
0%
% of All Funds
0.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NS
NBC Securities
Alabama
+$44.8K

Top Sellers

Rank Fund Capital Flow
1
MC
Mathes Company
New York
-$150K
2
OP
ORG Partners
Indiana
-$100K
3
SGK
Steigerwald Gordon & Koch
Virginia
-$82.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
1
Steigerwald Gordon & Koch
Virginia
$4.37M -$82.3K -3,291 -2%
OP
2
ORG Partners
Indiana
$922K -$100K -4,000 -10%
MC
3
Mathes Company
New York
$429K -$150K -6,000 -26%
NS
4
NBC Securities
Alabama
$345K +$44.8K +1,790 +15%
OPTFSNA
5
Old Point Trust & Financial Services N A
Virginia
$99.9K – – –
TIM
6
Thompson Investment Management
Wisconsin
$29.9K – – –
UCB
7
United Community Bank
South Carolina
$17.4K – – –
CFP
8
Comprehensive Financial Planning
Pennsylvania
$2.87K – – –

JPM.PRD Hedge Fund Activity: Q4 2025 in Review

8 of the 8,229 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) for Q4 2025, worth a combined $6.22M — down 4.1% from $6.49M a quarter earlier.

Fund positioning in JPM.PRD was balanced in Q4 2025: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 3 trimmed.

The largest buyer was NBC Securities, adding an estimated $44.8K. The largest seller was Mathes Company, cutting an estimated $150K.

  • 8 institutional investors held JPMorgan Chase & Co 5.75% Series DD Preferred Stock (JPM.PRD) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $6.22M of JPMorgan Chase & Co 5.75% Series DD Preferred Stock stock for Q4 2025, down 4.1% quarter-over-quarter.
  • 0 funds opened new JPMorgan Chase & Co 5.75% Series DD Preferred Stock positions in Q4 2025 and 0 closed out.
  • The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock buyer in Q4 2025 was NBC Securities, an estimated $44.8K added.
  • The largest JPMorgan Chase & Co 5.75% Series DD Preferred Stock seller in Q4 2025 was Mathes Company, an estimated $150K sold.

Based on aggregated 13F filings for Q4 2025.