JPMorgan Chase & Co. (jpm 6 Perp Ee)Preferred / convertible
13F holders, Q3 2025 (September 30)8holders −2
0new positions
2sold out
$25.36avg. 13F price*
At the end of Q3 2025, 8 institutions reported holding JPMorgan Chase & Co. (jpm 6 Perp Ee) in their 13F filings, down 2 from Q2 2025. 0 opened new positions and 2 sold out. The largest holders were ORG Partners LLC ($2.0M), Cascades Capital Asset Management, LLC ($1.9M) and Ar Asset Management Inc. ($1.1M).
- 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $1.2M |
All 13F filers, Q2 2025 → Q3 2025: 3,205 shares bought and 47,688 shares sold, net −44,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| ORG Partners LLC | — | No change | 77,300 | $2.0M |
| Cascades Capital Asset Management, LLC | — | Add +4.6% | 73,221 | $1.9M |
| Ar Asset Management Inc. | — | No change | 43,000 | $1.1M |
| Beck Mack & Oliver LLC | — | No change | 26,637 | $676K |
| Estabrook Capital Management | — | No change | 5,300 | $134K |
| PNC Financial Services Group, Inc. | — | Reduce -2.6% | 1,592 | $40K |
| Lanark Financial, Inc. | — | No change | 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.