JPMorgan Chase & Co. (jpm 5.75 Perp Dd)Preferred / convertible
13F holders, Q3 2025 (September 30)8holders +1
2new positions
1sold out
$24.85avg. 13F price*
At the end of Q3 2025, 8 institutions reported holding JPMorgan Chase & Co. (jpm 5.75 Perp Dd) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Steigerwald, Gordon & Koch Inc. ($4.4M), ORG Partners LLC ($1.0M) and Mathes Company, Inc. ($577K).
- 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $4.5M |
| Exits | 1 | $10K |
All 13F filers, Q2 2025 → Q3 2025: 184,855 shares bought and 4,400 shares sold, net +180,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Steigerwald, Gordon & Koch Inc. | — | New | 178,821 | $4.4M |
| ORG Partners LLC | — | Reduce -8.9% | 41,000 | $1.0M |
| Mathes Company, Inc. | — | No change | 23,200 | $577K |
| Lanark Financial, Inc. | — | Add +20.3% | 12,069 | $300K |
| Towne Trust Company, N.A | — | New | 4,000 | $99K |
| Thompson Investment Management, Inc. | — | No change | 1,200 | $30K |
| United Community Bank | — | No change | 700 | $17K |
| 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.