JPMorgan Chase & Co. (jpm 4.625 Perp Ll)Preferred / convertible
13F holders, Q1 2025 (March 31)7holders
1new positions
1sold out
$19.98avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding JPMorgan Chase & Co. (jpm 4.625 Perp Ll) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Mathes Company, Inc. ($554K), First Merchants Corp. ($244K) and Atlas Capital Advisors Inc. ($239K).
- 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $86K |
| Exits | 1 | $208K |
All 13F filers, Q4 2024 → Q1 2025: 4,291 shares bought and 10,141 shares sold, net −5,850 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Mathes Company, Inc. | — | No change | 27,750 | $554K |
| First Merchants Corp. | — | No change | 12,160 | $244K |
| Atlas Capital Advisors Inc. | — | No change | 12,000 | $239K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 4,291 | $86K |
| PNC Financial Services Group, Inc. | — | Reduce -4.3% | 2,955 | $59K |
| 1620 Investment Advisors, Inc. | — | No change | 1,320 | $26K |
| Curio Wealth, LLC | — | Reduce -90.0% | 1 | $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.