JPMorgan Chase & Co. (jpm 4.55 Perp Jj)Preferred / convertible
13F holders, Q3 2024 (September 30)3holders −1
0new positions
1sold out
$22.59avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding JPMorgan Chase & Co. (jpm 4.55 Perp Jj) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Roanoke Asset Management Corp./ NY ($261K), Thompson Investment Management, Inc. ($68K) and PNC Financial Services Group, Inc. ($19K).
- 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.2M |
All 13F filers, Q2 2024 → Q3 2024: 55,619 shares sold, net −55,619 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Roanoke Asset Management Corp./ NY | — | No change | 11,550 | $261K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $68K |
| PNC Financial Services Group, Inc. | — | Reduce -2.2% | 862 | $19K |
"% 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.