Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / PREFERRED STOCK
-
Total 13F shares
-
263,196
-
Share change
-
-280,306
-
Total reported value
-
$6,590,886
-
Price per share
-
$25.02
-
Number of holders
-
10
-
Value change
-
-$7,132,671
-
Number of buys
-
4
-
Number of sells
-
2
Institutional Holders of JPMORGAN CHASE & 6 PFD - PREFERRED STOCK (JPMPRC) as of Q1 2025
As of 31 Mar 2025,
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
263,196 shares.
The largest 10 holders included
ORG Partners LLC, Cascades Capital Asset Management, LLC, WHALEROCK POINT PARTNERS, LLC, AR ASSET MANAGEMENT INC, BECK MACK & OLIVER LLC, Estabrook Capital Management, PNC Financial Services Group, Inc., 1620 INVESTMENT ADVISORS, INC., THURSTON, SPRINGER, MILLER, HERD & TITAK, INC., and BOYD WATTERSON ASSET MANAGEMENT LLC/OH.
This page lists
10
institutional shareholders reporting positions in this security
for the Q1 2025 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.