JPMorgan Chase & Co. (jpm 6 Perp Ee)Preferred / convertible
13F holders, Q4 2024 (December 31)10holders −1
0new positions
1sold out
$25.44avg. 13F price*
At the end of Q4 2024, 10 institutions reported holding JPMorgan Chase & Co. (jpm 6 Perp Ee) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Crossmark Global Holdings, Inc. ($7.3M), ORG Partners LLC ($2.1M) and Cascades Capital Asset Management, LLC ($1.6M).
- Company
- JPMorgan Chase & Co. (jpm 6 Perp Ee)
- CUSIP
- 48128B648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $13K |
All 13F filers, Q3 2024 → Q4 2024: 57,810 shares bought and 6,837 shares sold, net +50,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Crossmark Global Holdings, Inc. | — | Add +2.3% | 286,463 | $7.3M |
| ORG Partners LLC | — | Add +155.4% | 84,300 | $2.1M |
| Cascades Capital Asset Management, LLC | — | Reduce -2.4% | 62,775 | $1.6M |
| Whalerock Point Partners, LLC | — | No change | 46,000 | $1.2M |
| Ar Asset Management Inc. | — | No change | 30,000 | $763K |
| Beck Mack & Oliver LLC | — | Reduce -15.2% | 26,637 | $678K |
| Estabrook Capital Management | — | No change | 5,300 | $135K |
| 1620 Investment Advisors, Inc. | — | No change | 1,015 | $26K |
| PNC Financial Services Group, Inc. | — | Reduce -5.3% | 887 | $23K |
| 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.