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

13F holders, Q3 2025 (September 30)
3holders
0new positions
0sold out
$19.97avg. 13F price*

At the end of Q3 2025, 3 institutions reported holding JPMorgan Chase & Co. (jpm 4.55 Perp Jj) in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holders were Lanark Financial, Inc. ($97K), Thompson Investment Management, Inc. ($60K) and PNC Financial Services Group, Inc. ($26K).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 578 shares bought, net +578 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Lanark Financial, Inc. — No change 4,863 $97K
Thompson Investment Management, Inc. — No change 3,000 $60K
PNC Financial Services Group, Inc. — Add +77.6% 1,323 $26K

"% 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.