JPMorgan Chase & Co. (jpm 4.625 Perp Ll)Preferred / convertible
13F holders, Q2 2026 (June 30)6holders +1
1new positions
0sold out
$18.72avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding JPMorgan Chase & Co. (jpm 4.625 Perp Ll) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Atlas Capital Advisors Inc. ($225K), McMillan Office, Inc. ($150K) and Estabrook Capital Management ($131K).
- Company
- JPMorgan Chase & Co. (jpm 4.625 Perp Ll)
- CUSIP
- 48128B549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 1,930 shares bought and 5 shares sold, net +1,925 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Atlas Capital Advisors Inc. | — | No change | 12,000 | $225K |
| McMillan Office, Inc. | — | No change | 8,000 | $150K |
| Estabrook Capital Management | — | No change | 7,000 | $131K |
| First Command Advisory Services, Inc. | — | Add +212.8% | 2,515 | $47K |
| PNC Financial Services Group, Inc. | — | Reduce -0.4% | 1,137 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 219 | $4K |
"% of holder's portfolio" is JPMORGAN CHASE & CO (JPM 4.625 PERP LL)'s weight in each manager's 13F, not the share of JPMorgan Chase & Co. (jpm 4.625 Perp Ll) the manager owns.