Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / PREFERRED STOCK
-
Total 13F shares
-
56,116
-
Share change
-
+18,000
-
Total reported value
-
$1,410,308
-
Price per share
-
$25.14
-
Number of holders
-
6
-
Value change
-
+$452,100
-
Number of buys
-
3
Institutional Holders of JPMORGAN CHAS 5.75 PFD - PREFERRED STOCK (JPMPRD) as of Q2 2023
As of 30 Jun 2023 JPMORGAN CHAS 5.75 PFD - PREFERRED STOCK (JPMPRD) had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 56,116 shares of stock of the company.
Largest 6 holders included Mathes Company, Inc., Bartlett & Co. LLC, BARTLETT & CO. WEALTH MANAGEMENT LLC, ROANOKE ASSET MANAGEMENT CORP/ NY, PNC Financial Services Group, Inc., and Private Ocean, LLC.
This table shows 6 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.