JPMorgan Chase & Co. (jpm 6 Perp Ee)Preferred / convertible
13F holders, Q1 2025 (March 31)10holders
1new positions
1sold out
$24.95avg. 13F price*
At the end of Q1 2025, 10 institutions reported holding JPMorgan Chase & Co. (jpm 6 Perp Ee) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were ORG Partners LLC ($2.2M), 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $13K |
| Exits | 1 | $7.3M |
All 13F filers, Q4 2024 → Q1 2025: 7,451 shares bought and 286,757 shares sold, net −279,306 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| ORG Partners LLC | — | Add +6.5% | 89,800 | $2.2M |
| Cascades Capital Asset Management, LLC | — | Reduce -0.5% | 62,481 | $1.6M |
| Whalerock Point Partners, LLC | — | No change | 46,000 | $1.2M |
| Ar Asset Management Inc. | — | No change | 30,000 | $751K |
| Beck Mack & Oliver LLC | — | No change | 26,637 | $666K |
| Estabrook Capital Management | — | No change | 5,300 | $133K |
| PNC Financial Services Group, Inc. | — | Add +106.7% | 1,833 | $46K |
| 1620 Investment Advisors, Inc. | — | Add +49.8% | 1,520 | $38K |
| 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.