JPMorgan Chase & Co. (jpm 4.2 Perp Mm)Preferred / convertible
13F holders, Q3 2025 (September 30)4holders −1
0new positions
0sold out
$18.88avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding JPMorgan Chase & Co. (jpm 4.2 Perp Mm) in their 13F filings, down 1 from Q2 2025. 0 opened new positions and 0 sold out. The largest holders were Thompson Investment Management, Inc. ($57K), ORG Partners LLC ($30K) and PNC Financial Services Group, Inc. ($13K).
- 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 50 shares sold, net −50 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Thompson Investment Management, Inc. | — | No change | 3,000 | $57K |
| ORG Partners LLC | — | No change | 1,600 | $30K |
| PNC Financial Services Group, Inc. | — | Reduce -6.9% | 679 | $13K |
| Lanark Financial, Inc. | — | No change | 62 | $1K |
"% 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.