JPMorgan Chase & Co. (jpm 4.55 Perp Jj)Preferred / convertible
13F holders, Q2 2026 (June 30)5holders +1
0new positions
0sold out
$18.43avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding JPMorgan Chase & Co. (jpm 4.55 Perp Jj) in their 13F filings, up 1 from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Vima LLC ($909K), McMillan Office, Inc. ($74K) and Thompson Investment Management, Inc. ($55K).
- Company
- JPMorgan Chase & Co. (jpm 4.55 Perp Jj)
- Filed as
- JPM 4.55 PERP (Q2 2026)
- CUSIP
- 48128B580
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 965 shares bought and 731 shares sold, net +234 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Vima LLC | — | — | 49,335 | $909K |
| McMillan Office, Inc. | — | No change | 4,000 | $74K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $55K |
| First Command Advisory Services, Inc. | — | Add +205.3% | 1,435 | $26K |
| PNC Financial Services Group, Inc. | — | Reduce -61.4% | 459 | $8K |
"% of holder's portfolio" is JPMORGAN CHASE & CO (JPM 4.55 PERP JJ)'s weight in each manager's 13F, not the share of JPMorgan Chase & Co. (jpm 4.55 Perp Jj) the manager owns.