Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / PREFERRED STOCK
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Number of holders
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5
-
Total 13F shares, excl. options
-
72.7K
-
Shares change
-
+25.5K
-
Total reported value, excl. options
-
$1.83M
-
Value change
-
+$640K
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Number of buys
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1
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Number of sells
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-1
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Price
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$25.17
Significant Holders of JPMORGAN CHAS 5.75 PFD - PREFERRED STOCK (JPMPRD) as of Q4 2024
6 filings reported holding JPMPRD - JPMORGAN CHAS 5.75 PFD - PREFERRED STOCK as of Q4 2024.
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 72.7K shares
.
Largest 6 shareholders include ORG Partners LLC (47.5K shares), Mathes Company, Inc. (23.2K shares), THOMPSON INVESTMENT MANAGEMENT, INC. (1.2K shares), United Community Bank (700 shares), Comprehensive Financial Planning, Inc./PA (115 shares), and ROANOKE ASSET MANAGEMENT CORP/ NY (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.