JPMorgan Chase & Co. (jpm 4.75 Perp Gg)Preferred / convertible

13F holders, Q1 2024 (March 31)
3holders
$22.49avg. 13F price*

At the end of Q1 2024, 3 institutions reported holding JPMorgan Chase & Co. (jpm 4.75 Perp Gg) in their 13F filings. The largest holders were Sierra Capital LLC ($395K), PNC Financial Services Group, Inc. ($42K) and Boyd Watterson Asset Management LLC ($3K).

Company
JPMorgan Chase & Co. (jpm 4.75 Perp Gg)
CUSIP
48128B622
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 3Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 4Q3 2025Q4 2025: 4Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 3 holders

Sierra Capital LLC — No change 17,565 $395K
PNC Financial Services Group, Inc. — Add +11.0% 1,851 $42K
Boyd Watterson Asset Management LLC — No change 125 $3K

"% of holder's portfolio" is JPMORGAN CHASE & CO (JPM 4.75 PERP GG)'s weight in each manager's 13F, not the share of JPMorgan Chase & Co. (jpm 4.75 Perp Gg) the manager owns.