JPMorgan Chase & Co. (jpm 4.625 Perp Ll)Preferred / convertible
13F holders, Q2 2024 (June 30)7holders +3
3new positions
0sold out
$20.94avg. 13F price*
At the end of Q2 2024, 7 institutions reported holding JPMorgan Chase & Co. (jpm 4.625 Perp Ll) in their 13F filings, up 3 from Q1 2024. 3 opened new positions and 0 sold out. The largest holders were Mathes Company, Inc. ($581K), First Merchants Corp. ($406K) and Atlas Capital Advisors Inc. ($251K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $507K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 24,468 shares bought, net +24,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Mathes Company, Inc. | — | No change | 27,750 | $581K |
| First Merchants Corp. | — | New | 19,380 | $406K |
| Atlas Capital Advisors Inc. | — | No change | 12,000 | $251K |
| Kingfisher Capital LLC | — | Add +0.9% | 10,360 | $217K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 3,373 | $71K |
| PNC Financial Services Group, Inc. | — | Add +6.3% | 2,966 | $62K |
| 1620 Investment Advisors, Inc. | — | New | 1,450 | $30K |
"% 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.