JPMorgan Chase & Co. (jpm 4.625 Perp Ll)Preferred / convertible
13F holders, Q2 2025 (June 30)6holders −1
1new positions
2sold out
$19.55avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding JPMorgan Chase & Co. (jpm 4.625 Perp Ll) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were Mathes Company, Inc. ($543K), Atlas Capital Advisors Inc. ($235K) and PNC Financial Services Group, Inc. ($46K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 2 | $329K |
All 13F filers, Q1 2025 → Q2 2025: 83 shares bought and 17,241 shares sold, net −17,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Mathes Company, Inc. | — | No change | 27,750 | $543K |
| Atlas Capital Advisors Inc. | — | No change | 12,000 | $235K |
| PNC Financial Services Group, Inc. | — | Reduce -20.0% | 2,365 | $46K |
| 1620 Investment Advisors, Inc. | — | Reduce -15.2% | 1,120 | $22K |
| Lanark Financial, Inc. | — | New | 74 | $1K |
| Curio Wealth, LLC | — | Add +900.0% | 10 | $196 |
"% 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.