# JPMORGAN CHASE  4.2 PFD (JPMPRM)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/JPMPRM/

- Reporting holders: 6
- Reported value: $297.4K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [KELLEHER FINANCIAL ADVISORS](https://holderbook.com/funds/1507971-kelleher-financial-advisors/) | $119.7K | 6,973 | 0.0% | 3 |
| [THOMPSON INVESTMENT MANAGEMENT, INC.](https://holderbook.com/funds/1277279-thompson-investment-management-inc/) | $51.5K | 3,000 | 0.0% | 10 |
| [Ramirez Asset Management, Inc.](https://holderbook.com/funds/1992110-ramirez-asset-management-inc/) | $48.1K | 2,800 | 0.0% | 1 |
| [ATLAS CAPITAL ADVISORS INC.](https://holderbook.com/funds/1434165-atlas-capital-advisors-inc/) | $45.1K | 2,600 | 0.0% | 18 |
| [First Command Advisory Services, Inc.](https://holderbook.com/funds/1727336-first-command-advisory-services-inc/) | $17.1K | 994 | 0.0% | 2 |
| [PNC Financial Services Group, Inc.](https://holderbook.com/funds/713676-pnc-financial-services-group-inc/) | $15.9K | 926 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 6 | $297.4K |
| Q1 2026 | 5 | $218.0K |
| Q4 2025 | 6 | $252.9K |
| Q3 2025 | 4 | $100.8K |
| Q2 2025 | 5 | $170.0K |
| Q1 2025 | 4 | $176.9K |
| Q4 2024 | 5 | $185.0K |
| Q3 2024 | 6 | $4.7M |
| Q2 2024 | 3 | $140.3K |
| Q1 2024 | 4 | $153.2K |
| Q4 2023 | 3 | $2.2M |
| Q3 2023 | 3 | $267.4K |