JPMorgan Chase & Co. (jpm 6 Perp Ee)Preferred / convertible
13F holders, Q1 2024 (March 31)8holders
$25.18avg. 13F price*
At the end of Q1 2024, 8 institutions reported holding JPMorgan Chase & Co. (jpm 6 Perp Ee) in their 13F filings. The largest holders were Crossmark Global Holdings, Inc. ($7.0M), Whalerock Point Partners, LLC ($1.1M) and Beck Mack & Oliver LLC ($791K).
- 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.1M |
| Exits | 1 | $59K |
Ownership 8 holders
| Crossmark Global Holdings, Inc. | — | Add +2.0% | 279,239 | $7.0M |
| Whalerock Point Partners, LLC | — | New | 44,000 | $1.1M |
| Beck Mack & Oliver LLC | — | No change | 31,412 | $791K |
| Ar Asset Management Inc. | — | No change | 30,000 | $755K |
| Shapiro Capital Management LLC | — | No change | 27,600 | $697K |
| Estabrook Capital Management | — | No change | 5,300 | $133K |
| PNC Financial Services Group, Inc. | — | Reduce -3.0% | 947 | $24K |
| Boyd Watterson Asset Management LLC | — | No change | 125 | $3K |
"% 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.