JPMorgan Chase & Co. (jpm 4.75 Perp Gg)Preferred / convertible
13F holders, Q4 2025 (December 31)4holders
0new positions
0sold out
$20.24avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding JPMorgan Chase & Co. (jpm 4.75 Perp Gg) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Steigerwald, Gordon & Koch Inc. ($3.5M), PNC Financial Services Group, Inc. ($30K) 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 3,352 shares sold, net −3,352 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Steigerwald, Gordon & Koch Inc. | — | Reduce -1.8% | 172,259 | $3.5M |
| PNC Financial Services Group, Inc. | — | Reduce -12.5% | 1,479 | $30K |
| Boyd Watterson Asset Management LLC | — | No change | 125 | $3K |
| Lanark Financial, Inc. | — | Reduce -11.9% | 37 | $748 |
"% 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.