JPMorgan Chase & Co. (jpm 6 Perp Ee)Preferred / convertible
13F holders, Q3 2024 (September 30)11holders +2
2new positions
1sold out
$25.46avg. 13F price*
At the end of Q3 2024, 11 institutions reported holding JPMorgan Chase & Co. (jpm 6 Perp Ee) in their 13F filings, up 2 from Q2 2024. 2 opened new positions and 1 sold out. The largest holders were Crossmark Global Holdings, Inc. ($7.1M), Cascades Capital Asset Management, LLC ($1.6M) and Whalerock Point Partners, LLC ($1.2M).
- Company
- JPMorgan Chase & Co. (jpm 6 Perp Ee)
- CUSIP
- 48128B648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.0M |
| Exits | 1 | $689K |
All 13F filers, Q2 2024 → Q3 2024: 80,753 shares bought and 27,416 shares sold, net +53,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Crossmark Global Holdings, Inc. | — | Add +0.6% | 279,953 | $7.1M |
| Cascades Capital Asset Management, LLC | — | — | 64,287 | $1.6M |
| Whalerock Point Partners, LLC | — | New | 46,000 | $1.2M |
| ORG Partners LLC | — | New | 33,000 | $840K |
| Beck Mack & Oliver LLC | — | No change | 31,412 | $800K |
| Ar Asset Management Inc. | — | No change | 30,000 | $764K |
| Estabrook Capital Management | — | No change | 5,300 | $135K |
| 1620 Investment Advisors, Inc. | — | No change | 1,015 | $26K |
| PNC Financial Services Group, Inc. | — | Reduce -1.7% | 937 | $24K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | No change | 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.