Institutional Ownership
Jpmorgan Chase 4.2 Pfd
CUSIP 48128B523PREFERRED STOCKJPM.4.2.PERP.MMQ1 2026
Institutional Holders
5
13F filers
Shares Held
12.5K
Aggregate institutional
Institutional Value
$218.0K
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased1
Decreased1
Sold out1
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kelleher Financial Advisors | 6.9K | $121.0K | +85 | Added |
| 2 | Thompson Investment Management, Inc. | 3.0K | $52.5K | 0 | Held |
| 3 | Atlas Capital Advisors Inc. | 1.3K | $22.8K | 0 | Held |
| 4 | Pnc Financial Services Group, Inc. | 933 | $16.3K | −122 | Reduced |
| 5 | First Command Advisory Services, Inc. | 312 | $5.5K | +312 | New |