JPMorgan Chase & Co. (jpm 4.625 Perp Ll)Preferred / convertible
13F holders, Q4 2024 (December 31)7holders −1
0new positions
1sold out
$20.77avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding JPMorgan Chase & Co. (jpm 4.625 Perp Ll) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Mathes Company, Inc. ($578K), Atlas Capital Advisors Inc. ($250K) and First Merchants Corp. ($250K).
- 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $79K |
All 13F filers, Q3 2024 → Q4 2024: 154 shares bought and 10,802 shares sold, net −10,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Mathes Company, Inc. | — | No change | 27,750 | $578K |
| Atlas Capital Advisors Inc. | — | No change | 12,000 | $250K |
| First Merchants Corp. | — | Reduce -37.3% | 12,160 | $250K |
| Whalerock Point Partners, LLC | — | No change | 10,000 | $208K |
| PNC Financial Services Group, Inc. | — | Add +5.3% | 3,087 | $64K |
| 1620 Investment Advisors, Inc. | — | Reduce -9.0% | 1,320 | $27K |
| Curio Wealth, LLC | — | — | 10 | $208 |
"% 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.