JPMorgan Chase & Co. (jpm 4.55 Perp Jj)Preferred / convertible
13F holders, Q2 2025 (June 30)3holders
1new positions
0sold out
$19.00avg. 13F price*
At the end of Q2 2025, 3 institutions reported holding JPMorgan Chase & Co. (jpm 4.55 Perp Jj) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Lanark Financial, Inc. ($92K), Thompson Investment Management, Inc. ($57K) and PNC Financial Services Group, Inc. ($14K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $92K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 4,863 shares bought and 247 shares sold, net +4,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Lanark Financial, Inc. | — | New | 4,863 | $92K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $57K |
| PNC Financial Services Group, Inc. | — | Reduce -24.9% | 745 | $14K |
"% 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.