JPMorgan Chase & Co. (jpm 5.75 Perp Dd)Preferred / convertible
13F holders, Q4 2024 (December 31)5holders
0new positions
1sold out
$25.17avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding JPMorgan Chase & Co. (jpm 5.75 Perp Dd) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were ORG Partners LLC ($1.2M), Mathes Company, Inc. ($584K) 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $228K |
All 13F filers, Q3 2024 → Q4 2024: 34,500 shares bought and 9,000 shares sold, net +25,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| ORG Partners LLC | — | Add +265.4% | 47,500 | $1.2M |
| Mathes Company, Inc. | — | No change | 23,200 | $584K |
| Thompson Investment Management, Inc. | — | No change | 1,200 | $30K |
| United Community Bank | — | No change | 700 | $18K |
| Comprehensive Financial Planning, Inc. | — | — | 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.