JP MORGAN PFD SER LL PFD (JPMPRL)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
6
Reporting holders
$807.3K
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ATLAS CAPITAL ADVISORS INC. | $454.1K | 24,000 | 0.03% | 18q | +100.0%+$227.0K |
| McMillan Office, Inc. | $149.8K | 8,000 | 0.02% | 3q | HELD |
| Estabrook Capital Management | $131.0K | 7,000 | 0.02% | 2q | HELD |
| First Command Advisory Services, Inc. | $47.1K | 2,515 | 0.00% | 2q | +212.8%+$32.0K |
| PNC Financial Services Group, Inc. | $21.3K | 1,137 | 0.00% | 19q | HELD |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $4.1K | 219 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 6 | $807.3K | 42,871 | 1 | 2 | 0 | 0.0% |
| Q1 2026 | 5 | $553.4K | 28,946 | 2 | 0 | 1 | 0.0% |
| Q4 2025 | 6 | $426.4K | 21,710 | 1 | 0 | 1 | 0.0% |
| Q3 2025 | 4 | $37.6K | 29,577 | 0 | 0 | 1 | 0.0% |
| Q2 2025 | 4 | $302.9K | 15,495 | 0 | 1 | 2 | 0.0% |
| Q1 2025 | 5 | $654.1K | 32,726 | 1 | 0 | 1 | 0.0% |
| Q4 2024 | 6 | $799.8K | 38,577 | 0 | 1 | 2 | 0.0% |
| Q3 2024 | 7 | $1.4M | 59,660 | 1 | 2 | 1 | 0.0% |
| Q2 2024 | 5 | $820.2K | 39,169 | 3 | 1 | 0 | 0.0% |
| Q1 2024 | 3 | $322.6K | 14,814 | 1 | 1 | 0 | 0.0% |
| Q4 2023 | 4 | $301.4K | 52,335 | 0 | 2 | 1 | 0.0% |
| Q3 2023 | 4 | $275.9K | 61,897 | 0 | 2 | 1 | 0.0% |
| Q2 2023 | 4 | $287.6K | 63,273 | 0 | 2 | 0 | 0.0% |
| Q1 2023 | 4 | $500.7K | 100,726 | 1 | 2 | 0 | 0.0% |
| Q4 2022 | 4 | $208.7K | 127,330 | 1 | 1 | 0 | 0.0% |
| Q3 2022 | 5 | $1.8M | 92,475 | 0 | 0 | 1 | 0.0% |
| Q2 2022 | 5 | $1.8M | 92,825 | 1 | 1 | 0 | 0.0% |
| Q1 2022 | 4 | $1.6M | 72,868 | 0 | 1 | 0 | 0.0% |
| Q4 2021 | 4 | $1.2M | 47,543 | 2 | 0 | 0 | 0.0% |
| Q3 2021 | 2 | $989.0K | 37,500 | 0 | 0 | 0 | 0.0% |
| Q2 2021 | 4 | $1.5M | 57,500 | 4 | 0 | 0 | 0.0% |