JPMorgan Chase & Co. (jpm 4.625 Perp Ll)Preferred / convertible
13F holders, Q1 2024 (March 31)4holders
$21.78avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding JPMorgan Chase & Co. (jpm 4.625 Perp Ll) in their 13F filings. The largest holders were Mathes Company, Inc. ($604K), Atlas Capital Advisors Inc. ($261K) and Kingfisher Capital LLC ($224K).
- 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 2024
No earlier quarter to compare with.
Ownership 4 holders
| Mathes Company, Inc. | — | No change | 27,750 | $604K |
| Atlas Capital Advisors Inc. | — | No change | 12,000 | $261K |
| Kingfisher Capital LLC | — | Add +0.8% | 10,271 | $224K |
| PNC Financial Services Group, Inc. | — | Add +16.4% | 2,790 | $61K |
"% 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.