JPMorgan Chase & Co. (jpm 4.55 Perp Jj)Preferred / convertible
13F holders, Q1 2026 (March 31)4holders
1new positions
1sold out
$18.80avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding JPMorgan Chase & Co. (jpm 4.55 Perp Jj) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were McMillan Office, Inc. ($75K), Thompson Investment Management, Inc. ($56K) and PNC Financial Services Group, Inc. ($22K).
- 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $9K |
| Exits | 1 | $94K |
All 13F filers, Q4 2025 → Q1 2026: 481 shares bought and 4,858 shares sold, net −4,377 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| McMillan Office, Inc. | — | No change | 4,000 | $75K |
| Thompson Investment Management, Inc. | — | No change | 3,000 | $56K |
| PNC Financial Services Group, Inc. | — | Add +0.9% | 1,190 | $22K |
| First Command Advisory Services, Inc. | — | New | 470 | $9K |
"% 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.