JPMorgan Chase & Co. (jpm 4.55 Perp Jj)Preferred / convertible

13F holders, Q1 2024 (March 31)
4holders
$21.41avg. 13F price*

At the end of Q1 2024, 4 institutions reported holding JPMorgan Chase & Co. (jpm 4.55 Perp Jj) in their 13F filings. The largest holders were Silvercrest Asset Management Group LLC ($1.2M), Roanoke Asset Management Corp./ NY ($247K) and Thompson Investment Management, Inc. ($64K).

Company
JPMorgan Chase & Co. (jpm 4.55 Perp Jj)
CUSIP
48128B580
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 4Q1 2024Q2 2024: 4Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 3Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 4Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions3$1.3M
Exits1$5K

Ownership 4 holders

Silvercrest Asset Management Group LLC — New 56,600 $1.2M
Roanoke Asset Management Corp./ NY — No change 11,550 $247K
Thompson Investment Management, Inc. — New 3,000 $64K
PNC Financial Services Group, Inc. — New 441 $9K

"% 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.