JPMorgan Chase & Co. (jpm 4.625 Perp Ll)Preferred / convertible
13F holders, Q4 2025 (December 31)6holders +2
1new positions
1sold out
$19.64avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding JPMorgan Chase & Co. (jpm 4.625 Perp Ll) in their 13F filings, up 2 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Atlas Capital Advisors Inc. ($236K), McMillan Office, Inc. ($157K) and PNC Financial Services Group, Inc. ($28K).
- 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 1 | $562K |
All 13F filers, Q3 2025 → Q4 2025: 219 shares bought and 28,086 shares sold, net −27,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Atlas Capital Advisors Inc. | — | — | 12,000 | $236K |
| McMillan Office, Inc. | — | — | 8,000 | $157K |
| PNC Financial Services Group, Inc. | — | Reduce -19.3% | 1,407 | $28K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 219 | $4K |
| Lanark Financial, Inc. | — | No change | 74 | $1K |
| Curio Wealth, LLC | — | No change | 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.