Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / PREFERRED
-
Number of holders
-
9
-
Total 13F shares, excl. options
-
375,132
-
Shares change
-
-8,523
-
Total reported value, excl. options
-
$9,548,065
-
Value change
-
-$211,453
-
Number of buys
-
2
-
Number of sells
-
2
-
Price
-
$25.44
Institutional Holders of JPMORGAN CHASE 6.00 CALLABLE - PREFERRED (JPMPRC) as of Q2 2023
As of 30 Jun 2023 JPMORGAN CHASE 6.00 CALLABLE - PREFERRED (JPMPRC) had 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 375,132 shares of stock of the company.
Largest 10 holders included Crossmark Global Holdings, Inc., BECK MACK & OLIVER LLC, AR ASSET MANAGEMENT INC, SHAPIRO CAPITAL MANAGEMENT LLC, Estabrook Capital Management, BARTLETT & CO. WEALTH MANAGEMENT LLC, Bartlett & Co. LLC, PNC Financial Services Group, Inc., BOYD WATTERSON ASSET MANAGEMENT LLC/OH, and Old North State Trust, LLC.
This table shows 11 institutional shareholders of the security as of 30 Jun 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.