JPMorgan Chase & Co. (jpm 4.55 Perp Jj)Preferred / convertible
13F holders, Q4 2025 (December 31)4holders +1
0new positions
0sold out
$19.40avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding JPMorgan Chase & Co. (jpm 4.55 Perp Jj) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Lanark Financial, Inc. ($94K), McMillan Office, Inc. ($78K) and Thompson Investment Management, Inc. ($58K).
- 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 149 shares sold, net −149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Lanark Financial, Inc. | — | Reduce -0.1% | 4,858 | $94K |
| McMillan Office, Inc. | — | — | 4,000 | $78K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $58K |
| PNC Financial Services Group, Inc. | — | Reduce -10.9% | 1,179 | $23K |
"% 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.