JPMorgan Chase & Co. (jpm 5.75 Perp Dd)Preferred / convertible
13F holders, Q2 2024 (June 30)5holders
1new positions
1sold out
$24.88avg. 13F price*
At the end of Q2 2024, 5 institutions reported holding JPMorgan Chase & Co. (jpm 5.75 Perp Dd) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Mathes Company, Inc. ($378K), Roanoke Asset Management Corp./ NY ($224K) and Thompson Investment Management, Inc. ($30K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $17K |
| Exits | 1 | $54K |
All 13F filers, Q1 2024 → Q2 2024: 700 shares bought and 2,155 shares sold, net −1,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Mathes Company, Inc. | — | No change | 15,200 | $378K |
| Roanoke Asset Management Corp./ NY | — | No change | 9,000 | $224K |
| Thompson Investment Management, Inc. | — | No change | 1,200 | $30K |
| United Community Bank | — | New | 700 | $17K |
| 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.