JPMorgan Chase & Co. (jpm 6 Perp Ee)Preferred / convertible
13F holders, Q2 2024 (June 30)9holders +1
2new positions
1sold out
$25.10avg. 13F price*
At the end of Q2 2024, 9 institutions reported holding JPMorgan Chase & Co. (jpm 6 Perp Ee) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Crossmark Global Holdings, Inc. ($7.0M), Beck Mack & Oliver LLC ($788K) and Ar Asset Management Inc. ($753K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $38K |
| Exits | 1 | $1.1M |
All 13F filers, Q1 2024 → Q2 2024: 1,521 shares bought and 45,239 shares sold, net −43,718 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Crossmark Global Holdings, Inc. | — | Reduce -0.4% | 278,200 | $7.0M |
| Beck Mack & Oliver LLC | — | No change | 31,412 | $788K |
| Ar Asset Management Inc. | — | No change | 30,000 | $753K |
| Shapiro Capital Management LLC | — | Reduce -0.7% | 27,400 | $689K |
| Estabrook Capital Management | — | No change | 5,300 | $133K |
| 1620 Investment Advisors, Inc. | — | New | 1,015 | $25K |
| PNC Financial Services Group, Inc. | — | Add +0.6% | 953 | $24K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 500 | $13K |
| 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.