JPMorgan Chase & Co. (jpm 4.625 Perp Ll)Preferred / convertible
13F holders, Q1 2026 (March 31)5holders −1
2new positions
3sold out
$19.12avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding JPMorgan Chase & Co. (jpm 4.625 Perp Ll) in their 13F filings, down 1 from Q4 2025. 2 opened new positions and 3 sold out. The largest holders were Atlas Capital Advisors Inc. ($229K), McMillan Office, Inc. ($153K) and Estabrook Capital Management ($134K).
- Company
- JPMorgan Chase & Co. (jpm 4.625 Perp Ll)
- Filed as
- JPM 4.625 Perp Preferred L (Q1 2026)
- CUSIP
- 48128B549
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $149K |
| Exits | 3 | $6K |
All 13F filers, Q4 2025 → Q1 2026: 7,804 shares bought and 568 shares sold, net +7,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Atlas Capital Advisors Inc. | — | No change | 12,000 | $229K |
| McMillan Office, Inc. | — | No change | 8,000 | $153K |
| Estabrook Capital Management | — | New | 7,000 | $134K |
| PNC Financial Services Group, Inc. | — | Reduce -18.8% | 1,142 | $22K |
| First Command Advisory Services, Inc. | — | New | 804 | $15K |
"% 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.