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

13F holders, Q1 2026 (March 31)
2holders −2
1new positions
3sold out
$19.49avg. 13F price*

At the end of Q1 2026, 2 institutions reported holding JPMorgan Chase & Co. (jpm 4.75 Perp Gg) in their 13F filings, down 2 from Q4 2025. 1 opened new positions and 3 sold out. The largest holders were PNC Financial Services Group, Inc. ($25K) and First Command Advisory Services, Inc. ($11K).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$11K
Exits3$3.5M

All 13F filers, Q4 2025 → Q1 2026: 552 shares bought and 172,603 shares sold, net −172,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

PNC Financial Services Group, Inc. — Reduce -12.3% 1,297 $25K
First Command Advisory Services, Inc. — New 552 $11K

"% 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.