JPMorgan Chase & Co. (jpm 4.55 Perp Jj)Preferred / convertible
13F holders, Q2 2024 (June 30)4holders
0new positions
0sold out
$20.69avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding JPMorgan Chase & Co. (jpm 4.55 Perp Jj) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Silvercrest Asset Management Group LLC ($1.2M), Roanoke Asset Management Corp./ NY ($239K) and Thompson Investment Management, Inc. ($62K).
- Company
- JPMorgan Chase & Co. (jpm 4.55 Perp Jj)
- CUSIP
- 48128B580
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 440 shares bought and 1,000 shares sold, net −560 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Silvercrest Asset Management Group LLC | — | Reduce -1.8% | 55,600 | $1.2M |
| Roanoke Asset Management Corp./ NY | — | No change | 11,550 | $239K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $62K |
| PNC Financial Services Group, Inc. | — | Add +99.8% | 881 | $18K |
"% 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.