JPMorgan Chase & Co. (jpm 6 Perp Ee)Preferred / convertible
13F holders, Q2 2025 (June 30)10holders
1new positions
1sold out
$25.26avg. 13F price*
At the end of Q2 2025, 10 institutions reported holding JPMorgan Chase & Co. (jpm 6 Perp Ee) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were ORG Partners LLC ($2.0M), Cascades Capital Asset Management, LLC ($1.8M) 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $9K |
| Exits | 1 | $13K |
All 13F filers, Q1 2025 → Q2 2025: 21,034 shares bought and 13,198 shares sold, net +7,836 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| ORG Partners LLC | — | Reduce -13.9% | 77,300 | $2.0M |
| Cascades Capital Asset Management, LLC | — | Add +12.1% | 70,016 | $1.8M |
| Whalerock Point Partners, LLC | — | No change | 46,000 | $1.2M |
| Ar Asset Management Inc. | — | Add +43.3% | 43,000 | $1.1M |
| Beck Mack & Oliver LLC | — | No change | 26,637 | $672K |
| Estabrook Capital Management | — | No change | 5,300 | $134K |
| 1620 Investment Advisors, Inc. | — | Add +8.2% | 1,645 | $41K |
| PNC Financial Services Group, Inc. | — | Reduce -10.8% | 1,635 | $41K |
| Lanark Financial, Inc. | — | New | 374 | $9K |
| 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.