JPM Chase Capital Xxix (jpm 6.7 04/02/40)Preferred / convertible

13F holders, Q4 2025 (December 31)
1holders
0new positions
0sold out
$25.14avg. 13F price*

At the end of Q4 2025, 1 institutions reported holding JPM Chase Capital Xxix (jpm 6.7 04/02/40) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was CCM Investment Advisers LLC ($201K).

Company
JPM Chase Capital Xxix (jpm 6.7 04/02/40)
Filed as
JP Morgan PFD (Q4 2025)
CUSIP
48125E207
Latest filing quarter
Q4 2025

History

Number of 13F holders

01 Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

Ownership 1 holders

CCM Investment Advisers LLC — No change 8,000 $201K

"% of holder's portfolio" is JPM CHASE CAPITAL XXIX (JPM 6.7 04/02/40)'s weight in each manager's 13F, not the share of JPM Chase Capital Xxix (jpm 6.7 04/02/40) the manager owns.