JPMorgan Chase & Co. (jpm 5.75 Perp Dd)Preferred / convertible

13F holders, Q2 2026 (June 30)
4holders
0new positions
0sold out
$24.00avg. 13F price*

At the end of Q2 2026, 4 institutions reported holding JPMorgan Chase & Co. (jpm 5.75 Perp Dd) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Mathes Company, Inc. ($413K), Towne Trust Company, N.A ($153K) and Thompson Investment Management, Inc. ($29K).

Company
JPMorgan Chase & Co. (jpm 5.75 Perp Dd)
CUSIP
48128B655
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 5Q1 2024Q2 2024: 5Q2 2024Q3 2024: 5Q3 2024Q4 2024: 5Q4 2024Q1 2025: 5Q1 2025Q2 2025: 7Q2 2025Q3 2025: 8Q3 2025Q4 2025: 8Q4 2025Q1 2026: 4Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 2,400 shares bought, net +2,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Mathes Company, Inc. — No change 17,200 $413K
Towne Trust Company, N.A — Add +60.0% 6,400 $153K
Thompson Investment Management, Inc. — No change 1,200 $29K
Comprehensive Financial Planning, Inc. — No change 115 $3K

"% of holder's portfolio" is JPMORGAN CHASE & CO (JPM 5.75 PERP DD)'s weight in each manager's 13F, not the share of JPMorgan Chase & Co. (jpm 5.75 Perp Dd) the manager owns.