JPMorgan Chase & Co. (jpm 4.2 Perp Mm)Preferred / convertible
13F holders, Q3 2024 (September 30)6holders +3
3new positions
0sold out
$21.15avg. 13F price*
At the end of Q3 2024, 6 institutions reported holding JPMorgan Chase & Co. (jpm 4.2 Perp Mm) in their 13F filings, up 3 from Q2 2024. 3 opened new positions and 0 sold out. The largest holders were Constant Guidance Financial LLC ($4.4M), Eagle Bay Advisors LLC ($209K) and Atlas Capital Advisors Inc. ($86K).
- Company
- JPMorgan Chase & Co. (jpm 4.2 Perp Mm)
- Filed as
- JPM 4.200 Perp Preferred Mm (Q3 2024)
- CUSIP
- 48128B523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $4.6M |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 216,157 shares bought, net +216,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Constant Guidance Financial LLC | — | New | 205,929 | $4.4M |
| Eagle Bay Advisors LLC | — | New | 9,900 | $209K |
| Atlas Capital Advisors Inc. | — | No change | 4,075 | $86K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $63K |
| PNC Financial Services Group, Inc. | — | New | 328 | $7K |
| Tucker Asset Management LLC | — | No change | 275 | $6K |
"% 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.