Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / PREFERRED STOCK
-
Total 13F shares
-
543,502
-
Share change
-
+50,973
-
Total reported value
-
$13,825,826
-
Price per share
-
$25.44
-
Number of holders
-
10
-
Value change
-
+$1,296,729
-
Number of buys
-
2
-
Number of sells
-
4
Institutional Holders of JPMORGAN CHASE & 6 PFD - PREFERRED STOCK (JPMPRC) as of Q4 2024
As of 31 Dec 2024,
JPMORGAN CHASE & 6 PFD - PREFERRED STOCK (JPMPRC) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
543,502 shares.
The largest 10 holders included
Crossmark Global Holdings, Inc., ORG Partners LLC, Cascades Capital Asset Management, LLC, WHALEROCK POINT PARTNERS, LLC, AR ASSET MANAGEMENT INC, BECK MACK & OLIVER LLC, Estabrook Capital Management, 1620 INVESTMENT ADVISORS, INC., PNC Financial Services Group, Inc., and BOYD WATTERSON ASSET MANAGEMENT LLC/OH.
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.