Q3 2024 13F Holders as of 30 Sep 2024
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Type / Class
-
Equity / PREFERRED STOCK
-
Number of holders
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5
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Total 13F shares, excl. options
-
47,100
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Shares change
-
+21,000
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Total reported value, excl. options
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$1,190,672
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Value change
-
+$530,709
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Number of buys
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2
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Price
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$25.28
Institutional Holders of JPMORGAN CHAS 5.75 PFD - PREFERRED STOCK (JPMPRD) as of Q3 2024
As of 30 Sep 2024 JPMORGAN CHAS 5.75 PFD - PREFERRED STOCK (JPMPRD) had 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 47,100 shares of stock of the company.
Largest 5 holders included Mathes Company, Inc., ORG Partners LLC, ROANOKE ASSET MANAGEMENT CORP/ NY, THOMPSON INVESTMENT MANAGEMENT, INC., and United Community Bank.
This table shows 5 institutional shareholders of the security as of 30 Sep 2024.
| 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.