Q3 2025 13F Holders as of 9/30/2025
-
Type / Class
-
Equity / PREFERRED STOCK
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
261K
-
Shares change
-
+180K
-
Total reported value, excl. options
-
$6.49M
-
Value change
-
+$4.48M
-
Number of buys
-
3
-
Number of sells
-
-2
-
Price
-
$24.85
Significant Holders of JPMORGAN CHAS 5.75 PFD - PREFERRED STOCK (JPMPRD) as of Q3 2025
9 filings reported holding JPMPRD - JPMORGAN CHAS 5.75 PFD - PREFERRED STOCK as of Q3 2025.
JPMORGAN CHAS 5.75 PFD - PREFERRED STOCK (JPMPRD) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 261K shares
.
Largest 9 shareholders include Steigerwald, Gordon & Koch Inc. (179K shares), ORG Partners LLC (41K shares), Mathes Company, Inc. (23.2K shares), NBC SECURITIES, INC. (12.1K shares), OLD POINT TRUST & FINANCIAL SERVICES N A (4K shares), THOMPSON INVESTMENT MANAGEMENT, INC. (1.2K shares), United Community Bank (700 shares), Comprehensive Financial Planning, Inc./PA (115 shares), and 1620 INVESTMENT ADVISORS, INC. (0 shares).
This table shows the top 8 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.