JPMorgan Chase & Co. (jpm 4.2 Perp Mm)Preferred / convertible
13F holders, Q2 2026 (June 30)6holders +1
1new positions
0sold out
$17.17avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding JPMorgan Chase & Co. (jpm 4.2 Perp Mm) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($120K), Thompson Investment Management, Inc. ($52K) and Ramirez Asset Management, Inc. ($48K).
- Company
- JPMorgan Chase & Co. (jpm 4.2 Perp Mm)
- Filed as
- JPM 4.200 Perp Preferred Mm (Q2 2026)
- CUSIP
- 48128B523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $48K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 3,543 shares bought and 7 shares sold, net +3,536 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Kelleher Financial Advisors | — | Add +0.9% | 6,973 | $120K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $52K |
| Ramirez Asset Management, Inc. | — | New | 2,800 | $48K |
| Atlas Capital Advisors Inc. | — | No change | 1,300 | $22K |
| First Command Advisory Services, Inc. | — | Add +218.6% | 994 | $17K |
| PNC Financial Services Group, Inc. | — | Reduce -0.8% | 926 | $16K |
"% of holder's portfolio" is JPMORGAN CHASE & CO (JPM 4.2 PERP MM)'s weight in each manager's 13F, not the share of JPMorgan Chase & Co. (jpm 4.2 Perp Mm) the manager owns.