JPMorgan Chase & Co. (jpm 4.2 Perp Mm)Preferred / convertible
13F holders, Q4 2024 (December 31)5holders −1
1new positions
2sold out
$18.89avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding JPMorgan Chase & Co. (jpm 4.2 Perp Mm) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were Atlas Capital Advisors Inc. ($77K), Thompson Investment Management, Inc. ($57K) and ORG Partners LLC ($30K).
- Company
- JPMorgan Chase & Co. (jpm 4.2 Perp Mm)
- Filed as
- JPM 4.200 Perp Preferred Mm (Q4 2024)
- CUSIP
- 48128B523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $30K |
| Exits | 2 | $4.6M |
All 13F filers, Q3 2024 → Q4 2024: 2,118 shares bought and 215,829 shares sold, net −213,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Atlas Capital Advisors Inc. | — | No change | 4,075 | $77K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $57K |
| ORG Partners LLC | — | New | 1,600 | $30K |
| PNC Financial Services Group, Inc. | — | Add +157.9% | 846 | $16K |
| 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.