Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / PREFERRED STOCK
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
38,116
-
Shares change
-
+6,670
-
Total reported value, excl. options
-
$949,082
-
Value change
-
+$167,915
-
Number of buys
-
3
-
Number of sells
-
-1
-
Price
-
$24.91
Significant Holders of JPMORGAN CHAS 5.75 PFD - PREFERRED STOCK (JPMPRD) as of Q1 2023
6 filings reported holding JPMPRD - JPMORGAN CHAS 5.75 PFD - PREFERRED STOCK as of Q1 2023.
JPMORGAN CHAS 5.75 PFD - PREFERRED STOCK (JPMPRD) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 38,116 shares
.
Largest 6 shareholders include BARTLETT & CO. WEALTH MANAGEMENT LLC (13,095 shares), Bartlett & Co. LLC (13,095 shares), ROANOKE ASSET MANAGEMENT CORP/ NY (9,000 shares), PNC Financial Services Group, Inc. (2,619 shares), Private Ocean, LLC (307 shares), and Register Financial Advisors LLC (0 shares).
This table shows the top 5 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.