JPMorgan Chase & Co. (jpm 6 Perp Ee)Preferred / convertible
13F holders, Q4 2025 (December 31)12holders +4
3new positions
0sold out
$25.14avg. 13F price*
At the end of Q4 2025, 12 institutions reported holding JPMorgan Chase & Co. (jpm 6 Perp Ee) in their 13F filings, up 4 from Q3 2025. 3 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($1.8M), 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.2M |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 47,293 shares bought and 17,346 shares sold, net +29,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| ORG Partners LLC | — | Reduce -5.2% | 73,300 | $1.8M |
| Cascades Capital Asset Management, LLC | — | Reduce -1.4% | 72,201 | $1.8M |
| Whalerock Point Partners, LLC | — | New | 46,000 | $1.2M |
| Ar Asset Management Inc. | — | No change | 43,000 | $1.1M |
| Beck Mack & Oliver LLC | — | Reduce -46.3% | 14,312 | $360K |
| Estabrook Capital Management | — | No change | 5,300 | $133K |
| PNC Financial Services Group, Inc. | — | Add +18.4% | 1,885 | $47K |
| McMillan Office, Inc. | — | — | 666 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 500 | $13K |
| Proathlete Wealth Management LLC | — | New | 500 | $13K |
| Lanark Financial, Inc. | — | Reduce -0.3% | 373 | $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.