JPMorgan Chase & Co. (jpm 4.2 Perp Mm)Preferred / convertible
13F holders, Q1 2024 (March 31)4holders
$20.16avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding JPMorgan Chase & Co. (jpm 4.2 Perp Mm) in their 13F filings. The largest holders were Atlas Capital Advisors Inc. ($82K), Thompson Investment Management, Inc. ($60K) and Tucker Asset Management LLC ($6K).
- Company
- JPMorgan Chase & Co. (jpm 4.2 Perp Mm)
- CUSIP
- 48128B523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $66K |
| Exits | 1 | $2.1M |
Ownership 4 holders
| Atlas Capital Advisors Inc. | — | No change | 4,075 | $82K |
| Thompson Investment Management, Inc. | — | New | 3,000 | $60K |
| Tucker Asset Management LLC | — | New | 275 | $6K |
| Kelly Lawrence W & Associates Inc. | — | No change | 250 | $5K |
"% 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.