JPMorgan Chase & Co. (jpm 5.75 Perp Dd)Preferred / convertible
13F holders, Q1 2026 (March 31)4holders −4
0new positions
3sold out
$24.21avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding JPMorgan Chase & Co. (jpm 5.75 Perp Dd) in their 13F filings, down 4 from Q4 2025. 0 opened new positions and 3 sold out. The largest holders were Mathes Company, Inc. ($416K), Towne Trust Company, N.A ($97K) and Thompson Investment Management, Inc. ($29K).
- 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $4.7M |
All 13F filers, Q4 2025 → Q1 2026: 190,089 shares sold, net −190,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Mathes Company, Inc. | — | No change | 17,200 | $416K |
| Towne Trust Company, N.A | — | No change | 4,000 | $97K |
| Thompson Investment Management, Inc. | — | No change | 1,200 | $29K |
| 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.