JPMorgan Chase & Co. (jpm 4.2 Perp Mm)Preferred / convertible
13F holders, Q1 2026 (March 31)5holders −1
1new positions
1sold out
$17.50avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding JPMorgan Chase & Co. (jpm 4.2 Perp Mm) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($121K), Thompson Investment Management, Inc. ($53K) and Atlas Capital Advisors Inc. ($23K).
- Company
- JPMorgan Chase & Co. (jpm 4.2 Perp Mm)
- Filed as
- JPM 4.200 Perp Preferred Mm (Q1 2026)
- CUSIP
- 48128B523
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 1 | $1K |
All 13F filers, Q4 2025 → Q1 2026: 397 shares bought and 181 shares sold, net +216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kelleher Financial Advisors | — | Add +1.3% | 6,912 | $121K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $53K |
| Atlas Capital Advisors Inc. | — | No change | 1,300 | $23K |
| PNC Financial Services Group, Inc. | — | Reduce -11.6% | 933 | $16K |
| First Command Advisory Services, Inc. | — | New | 312 | $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.