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JPMorgan Chase & Co 4.625% Series LL Preferred Stock
JPM.PRL

7 hedge funds and large institutions have $1.21M invested in JPMorgan Chase & Co 4.625% Series LL Preferred Stock in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 7 → 7 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.01% less ownership

Funds ownership: 0.09% → 0.08% (-0.01%)

58% less capital inflows, than outflows

Capital inflows: $88K | Capital outflows: $211K

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
7
Holders Change
–
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thurston Springer Miller Herd & Titak
Thurston Springer Miller Herd & Titak
Indiana
+$88K

Top Sellers

Rank Fund Capital Flow
1
Whalerock Point Partners
Whalerock Point Partners
Rhode Island
-$208K
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.71K
3
Curio Wealth
Curio Wealth
Maryland
-$185

JPM.PRL Hedge Fund Activity: Q1 2025 in Review

7 of the 7,485 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.625% Series LL Preferred Stock (JPM.PRL) for Q1 2025, worth a combined $1.21M — down 12% from $1.38M a quarter earlier.

Fund positioning in JPM.PRL was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 2 trimmed.

The largest buyer was Thurston Springer Miller Herd & Titak, opening a new position worth an estimated $88K. The largest seller was Whalerock Point Partners, exiting entirely with an estimated $208K sold.

  • 7 institutional investors held JPMorgan Chase & Co 4.625% Series LL Preferred Stock (JPM.PRL) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $1.21M of JPMorgan Chase & Co 4.625% Series LL Preferred Stock stock for Q1 2025, down 12% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co 4.625% Series LL Preferred Stock positions in Q1 2025 and 1 closed out, a net change of 0 holders.
  • The largest JPMorgan Chase & Co 4.625% Series LL Preferred Stock buyer in Q1 2025 was Thurston Springer Miller Herd & Titak, an estimated $88K added.
  • The largest JPMorgan Chase & Co 4.625% Series LL Preferred Stock seller in Q1 2025 was Whalerock Point Partners, an estimated $208K sold.

Based on aggregated 13F filings for Q1 2025.