JPMorgan Chase & Co. (jpm 4.2 Perp Mm)Preferred / convertible
13F holders, Q4 2025 (December 31)6holders +2
1new positions
0sold out
$18.27avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding JPMorgan Chase & Co. (jpm 4.2 Perp Mm) in their 13F filings, up 2 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Kelleher Financial Advisors ($125K), 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 (Q4 2025)
- CUSIP
- 48128B523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $125K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 7,203 shares bought and 3 shares sold, net +7,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Kelleher Financial Advisors | — | New | 6,827 | $125K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $55K |
| ORG Partners LLC | — | No change | 1,600 | $29K |
| Atlas Capital Advisors Inc. | — | — | 1,300 | $24K |
| PNC Financial Services Group, Inc. | — | Add +55.4% | 1,055 | $19K |
| Lanark Financial, Inc. | — | Reduce -4.8% | 59 | $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.