JPMorgan Chase & Co. (jpm 5.75 Perp Dd)Preferred / convertible
13F holders, Q3 2024 (September 30)5holders
1new positions
0sold out
$25.28avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding JPMorgan Chase & Co. (jpm 5.75 Perp Dd) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Mathes Company, Inc. ($586K), ORG Partners LLC ($329K) and Roanoke Asset Management Corp./ NY ($228K).
- 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $329K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 21,000 shares bought, net +21,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Mathes Company, Inc. | — | Add +52.6% | 23,200 | $586K |
| ORG Partners LLC | — | New | 13,000 | $329K |
| Roanoke Asset Management Corp./ NY | — | No change | 9,000 | $228K |
| Thompson Investment Management, Inc. | — | No change | 1,200 | $30K |
| United Community Bank | — | No change | 700 | $18K |
"% 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.