JPMorgan Chase & Co 4.20% Series MM Preferred Stock
JPM.PRM
6 hedge funds and large institutions have $253K invested in JPMorgan Chase & Co 4.20% Series MM Preferred Stock in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
151% more capital invested
Capital invested by funds: $101K → $253K (+$152K)
50% more funds holding
Funds holding: 4 → 6 (+2)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFA
Kelleher Financial Advisors
New York
|
+$127K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$6.98K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NS
NBC Securities
Birmingham,
Alabama
|
-$56 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFA
1
Kelleher Financial Advisors
New York
| $125K | +$127K | +6,827 | New |
|
|
TIM
2
Thompson Investment Management
Madison,
Wisconsin
| $54.8K | – | – | – |
|
|
OP
3
ORG Partners
Roanoke,
Indiana
| $29.2K | – | – | – |
|
|
ACA
4
Atlas Capital Advisors
Jackson,
Wyoming
| $23.8K | +$24.1K | +1,300 | New |
|
|
5
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $19.3K | +$6.98K | +376 | +55% |
|
|
NS
6
NBC Securities
Birmingham,
Alabama
| $1.08K | -$56 | -3 | -5% |
|
JPM.PRM Hedge Fund Activity: Q4 2025 in Review
6 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co 4.20% Series MM Preferred Stock (JPM.PRM) for Q4 2025, worth a combined $253K — up 151% from $101K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new JPM.PRM positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Kelleher Financial Advisors, opening a new position worth an estimated $127K. The largest seller was NBC Securities, cutting an estimated $56.
- 6 institutional investors held JPMorgan Chase & Co 4.20% Series MM Preferred Stock (JPM.PRM) as of Q4 2025, up from 4 in Q3 2025.
- Funds reported $253K of JPMorgan Chase & Co 4.20% Series MM Preferred Stock stock for Q4 2025, up 151% quarter-over-quarter.
- 2 funds opened new JPMorgan Chase & Co 4.20% Series MM Preferred Stock positions in Q4 2025 and 0 closed out, a net change of +2 holders.
- The largest JPMorgan Chase & Co 4.20% Series MM Preferred Stock buyer in Q4 2025 was Kelleher Financial Advisors, an estimated $127K added.
- The largest JPMorgan Chase & Co 4.20% Series MM Preferred Stock seller in Q4 2025 was NBC Securities, an estimated $56 sold.
Based on aggregated 13F filings for Q4 2025.