JPMorgan Chase & Co. (jpm 4.2 Perp Mm)Preferred / convertible
13F holders, Q2 2024 (June 30)3holders −1
0new positions
1sold out
$19.09avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding JPMorgan Chase & Co. (jpm 4.2 Perp Mm) in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 1 sold out. The largest holders were Atlas Capital Advisors Inc. ($78K), Thompson Investment Management, Inc. ($57K) and Tucker Asset Management LLC ($5K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $5K |
All 13F filers, Q1 2024 → Q2 2024: 250 shares sold, net −250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Atlas Capital Advisors Inc. | — | No change | 4,075 | $78K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $57K |
| Tucker Asset Management LLC | — | No change | 275 | $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.