JPMorgan Chase & Co. (jpm 5.75 Perp Dd)Preferred / convertible
13F holders, Q1 2024 (March 31)5holders
$25.07avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding JPMorgan Chase & Co. (jpm 5.75 Perp Dd) in their 13F filings. The largest holders were Mathes Company, Inc. ($380K), Roanoke Asset Management Corp./ NY ($227K) and PNC Financial Services Group, Inc. ($54K).
- Company
- JPMorgan Chase & Co. (jpm 5.75 Perp Dd)
- CUSIP
- 48128B655
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $30K |
| Exits | 1 | $333K |
Ownership 5 holders
| Mathes Company, Inc. | — | No change | 15,200 | $380K |
| Roanoke Asset Management Corp./ NY | — | No change | 9,000 | $227K |
| PNC Financial Services Group, Inc. | — | No change | 2,155 | $54K |
| Thompson Investment Management, Inc. | — | New | 1,200 | $30K |
| Private Ocean, LLC | — | No change | 307 | $8K |
"% 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.