JPMorgan Chase & Co. (jpm 4.2 Perp Mm)Preferred / convertible
13F holders, Q1 2025 (March 31)4holders −1
0new positions
1sold out
$18.34avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding JPMorgan Chase & Co. (jpm 4.2 Perp Mm) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Atlas Capital Advisors Inc. ($75K), Thompson Investment Management, Inc. ($55K) and ORG Partners LLC ($29K).
- Company
- JPMorgan Chase & Co. (jpm 4.2 Perp Mm)
- Filed as
- JPM 4.200 Perp Preferred Mm (Q1 2025)
- CUSIP
- 48128B523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $5K |
All 13F filers, Q4 2024 → Q1 2025: 123 shares bought and 275 shares sold, net −152 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Atlas Capital Advisors Inc. | — | No change | 4,075 | $75K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $55K |
| ORG Partners LLC | — | No change | 1,600 | $29K |
| PNC Financial Services Group, Inc. | — | Add +14.5% | 969 | $18K |
"% 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.