JPMORGAN CHAS 5.75 PFDPFD SER DD - PRE (JPMPRD)

CUSIP: 48128B655

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / PRE
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

Quarterly Holders Quick Answers

What is CUSIP 48128B655?
CUSIP 48128B655 identifies JPMPRD - JPMORGAN CHAS 5.75 PFDPFD SER DD - PRE in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of JPMPRD - JPMORGAN CHAS 5.75 PFDPFD SER DD - PRE (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of JPMORGAN CHAS 5.75 PFDPFD SER DD - PRE (JPMPRD) as of Q2 2023

As of 30 Jun 2023, JPMORGAN CHAS 5.75 PFDPFD SER DD - PRE (JPMPRD) was held by 6 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 56,116 shares. The 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 page lists 6 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
5
Q2 2023 holders
6
Holder diff
1
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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