JPMorgan Chase & Co. (jpm 4.625 Perp Ll)Preferred / convertible
13F holders, Q3 2024 (September 30)8holders +1
1new positions
0sold out
$22.95avg. 13F price*
At the end of Q3 2024, 8 institutions reported holding JPMorgan Chase & Co. (jpm 4.625 Perp Ll) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Mathes Company, Inc. ($635K), First Merchants Corp. ($448K) and Atlas Capital Advisors Inc. ($275K).
- 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $229K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 10,164 shares bought and 33 shares sold, net +10,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Mathes Company, Inc. | — | No change | 27,750 | $635K |
| First Merchants Corp. | — | No change | 19,380 | $448K |
| Atlas Capital Advisors Inc. | — | No change | 12,000 | $275K |
| Kingfisher Capital LLC | — | Add +0.8% | 10,445 | $239K |
| Whalerock Point Partners, LLC | — | New | 10,000 | $229K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | Add +2.3% | 3,452 | $79K |
| PNC Financial Services Group, Inc. | — | Reduce -1.1% | 2,933 | $67K |
| 1620 Investment Advisors, Inc. | — | No change | 1,450 | $33K |
"% 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.