JPMorgan Chase & Co. (jpm 6 Perp Ee)Preferred / convertible
13F holders, Q1 2026 (March 31)7holders −5
0new positions
4sold out
$24.81avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding JPMorgan Chase & Co. (jpm 6 Perp Ee) in their 13F filings, down 5 from Q4 2025. 0 opened new positions and 4 sold out. The largest holders were Cascades Capital Asset Management, LLC ($1.5M), Whalerock Point Partners, LLC ($1.1M) 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 4 | $38K |
All 13F filers, Q4 2025 → Q1 2026: 12,410 shares sold, net −12,410 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Cascades Capital Asset Management, LLC | — | Reduce -14.9% | 61,425 | $1.5M |
| Whalerock Point Partners, LLC | — | No change | 46,000 | $1.1M |
| Ar Asset Management Inc. | — | No change | 43,000 | $1.1M |
| Beck Mack & Oliver LLC | — | No change | 14,312 | $355K |
| Estabrook Capital Management | — | No change | 5,300 | $131K |
| PNC Financial Services Group, Inc. | — | Reduce -7.2% | 1,749 | $43K |
| McMillan Office, Inc. | — | No change | 666 | $17K |
"% 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.