JPMorgan Chase & Co. (jpm 4.625 Perp Ll)Preferred / convertible
13F holders, Q3 2025 (September 30)4holders −2
0new positions
1sold out
$20.25avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding JPMorgan Chase & Co. (jpm 4.625 Perp Ll) in their 13F filings, down 2 from Q2 2025. 0 opened new positions and 1 sold out. The largest holders were Mathes Company, Inc. ($562K), PNC Financial Services Group, Inc. ($35K) and Lanark Financial, Inc. ($1K).
- 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $22K |
All 13F filers, Q2 2025 → Q3 2025: 1,742 shares sold, net −1,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Mathes Company, Inc. | — | No change | 27,750 | $562K |
| PNC Financial Services Group, Inc. | — | Reduce -26.3% | 1,743 | $35K |
| Lanark Financial, Inc. | — | No change | 74 | $1K |
| Curio Wealth, LLC | — | No change | 10 | $203 |
"% 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.