JPMorgan Chase & Co. (jpm 4.55 Perp Jj)Preferred / convertible
13F holders, Q1 2025 (March 31)3holders
0new positions
0sold out
$19.57avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding JPMorgan Chase & Co. (jpm 4.55 Perp Jj) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Roanoke Asset Management Corp./ NY ($226K), Thompson Investment Management, Inc. ($59K) 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 45 shares sold, net −45 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 | $226K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $59K |
| PNC Financial Services Group, Inc. | — | Reduce -4.3% | 992 | $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.