Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / PREFERRED STOCK
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
53,282
-
Shares change
-
-2,242
-
Total reported value, excl. options
-
$1,332,167
-
Value change
-
-$56,058
-
Number of sells
-
-3
-
Price
-
$25.00
Significant Holders of JPMORGAN CHAS 5.75 PFD - PREFERRED STOCK (JPMPRD) as of Q4 2023
6 filings reported holding JPMPRD - JPMORGAN CHAS 5.75 PFD - PREFERRED STOCK as of Q4 2023.
JPMORGAN CHAS 5.75 PFD - PREFERRED STOCK (JPMPRD) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 53,282 shares
.
Largest 6 shareholders include Mathes Company, Inc. (15,200 shares), Bartlett & Co. LLC (13,310 shares), BARTLETT & CO. WEALTH MANAGEMENT LLC (13,310 shares), ROANOKE ASSET MANAGEMENT CORP/ NY (9,000 shares), PNC FINANCIAL SERVICES GROUP, INC. (2,155 shares), and Private Ocean, LLC (307 shares).
This table shows the top 6 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.