Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / PREFERRED
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
272,032
-
Shares change
-
+8,836
-
Total reported value, excl. options
-
$6,872,171
-
Value change
-
+$220,228
-
Number of buys
-
4
-
Number of sells
-
-3
-
Price
-
$25.21
Significant Holders of JPMORGAN CHASE 6.00 CALLABLE - PREFERRED (JPMPRC) as of Q2 2025
11 filings reported holding JPMPRC - JPMORGAN CHASE 6.00 CALLABLE - PREFERRED as of Q2 2025.
JPMORGAN CHASE 6.00 CALLABLE - PREFERRED (JPMPRC) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 272,032 shares
.
Largest 10 shareholders include ORG Partners LLC (77,300 shares), Cascades Capital Asset Management, LLC (70,016 shares), WHALEROCK POINT PARTNERS, LLC (46,000 shares), AR ASSET MANAGEMENT INC (43,000 shares), BECK MACK & OLIVER LLC (26,637 shares), Estabrook Capital Management (5,300 shares), 1620 INVESTMENT ADVISORS, INC. (1,645 shares), PNC Financial Services Group, Inc. (1,635 shares), NBC SECURITIES, INC. (374 shares), and BOYD WATTERSON ASSET MANAGEMENT LLC/OH (125 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.