JPMorgan Chase & Co. (jpm 4.75 Perp Gg)Preferred / convertible
13F holders, Q3 2025 (September 30)4holders +2
2new positions
0sold out
$20.98avg. 13F price*
At the end of Q3 2025, 4 institutions reported holding JPMorgan Chase & Co. (jpm 4.75 Perp Gg) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Steigerwald, Gordon & Koch Inc. ($3.7M), PNC Financial Services Group, Inc. ($35K) 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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.7M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 175,437 shares bought and 94 shares sold, net +175,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Steigerwald, Gordon & Koch Inc. | — | New | 175,395 | $3.7M |
| PNC Financial Services Group, Inc. | — | Reduce -5.3% | 1,690 | $35K |
| Boyd Watterson Asset Management LLC | — | No change | 125 | $3K |
| Lanark Financial, Inc. | — | New | 42 | $881 |
"% 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.