JPMorgan Chase & Co. (jpm 5.75 Perp Dd)Preferred / convertible
13F holders, Q2 2025 (June 30)7holders +2
2new positions
0sold out
$24.68avg. 13F price*
At the end of Q2 2025, 7 institutions reported holding JPMorgan Chase & Co. (jpm 5.75 Perp Dd) in their 13F filings, up 2 from Q1 2025. 2 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($1.1M), Mathes Company, Inc. ($570K) and Lanark Financial, Inc. ($246K).
- 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $256K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 10,435 shares bought and 1,500 shares sold, net +8,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| ORG Partners LLC | — | Reduce -3.2% | 45,000 | $1.1M |
| Mathes Company, Inc. | — | No change | 23,200 | $570K |
| Lanark Financial, Inc. | — | New | 10,035 | $246K |
| Thompson Investment Management, Inc. | — | No change | 1,200 | $29K |
| United Community Bank | — | No change | 700 | $17K |
| 1620 Investment Advisors, Inc. | — | New | 400 | $10K |
| 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.