JPMorgan Chase & Co. (jpm 6 Perp Ee)Preferred / convertible
13F holders, Q2 2026 (June 30)9holders +2
2new positions
0sold out
$25.29avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding JPMorgan Chase & Co. (jpm 6 Perp Ee) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Cascades Capital Asset Management, LLC ($1.2M), Whalerock Point Partners, LLC ($1.2M) and Ar Asset Management Inc. ($1.1M).
- Company
- JPMorgan Chase & Co. (jpm 6 Perp Ee)
- CUSIP
- 48128B648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $15K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 584 shares bought and 15,411 shares sold, net −14,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Cascades Capital Asset Management, LLC | — | Reduce -25.1% | 46,020 | $1.2M |
| Whalerock Point Partners, LLC | — | No change | 46,000 | $1.2M |
| Ar Asset Management Inc. | — | No change | 43,000 | $1.1M |
| Beck Mack & Oliver LLC | — | No change | 14,312 | $362K |
| Estabrook Capital Management | — | No change | 5,300 | $134K |
| PNC Financial Services Group, Inc. | — | Reduce -0.3% | 1,743 | $44K |
| McMillan Office, Inc. | — | No change | 666 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 500 | $13K |
| First Command Advisory Services, Inc. | — | New | 84 | $2K |
"% of holder's portfolio" is JPMORGAN CHASE & CO (JPM 6 PERP EE)'s weight in each manager's 13F, not the share of JPMorgan Chase & Co. (jpm 6 Perp Ee) the manager owns.