JPMORGAN CHASE 4.2 PFD (JPMPRM)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
6
Reporting holders
$297.4K
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 |
|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | $119.7K | 6,973 | 0.02% | 3q | +0.9%+$1.0K |
| THOMPSON INVESTMENT MANAGEMENT, INC. | $51.5K | 3,000 | 0.01% | 10q | HELD |
| Ramirez Asset Management, Inc. | $48.1K | 2,800 | 0.01% | new | NEW |
| ATLAS CAPITAL ADVISORS INC. | $45.1K | 2,600 | 0.00% | 18q | +100.0%+$22.5K |
| First Command Advisory Services, Inc. | $17.1K | 994 | 0.00% | 2q | +218.6%+$11.7K |
| PNC Financial Services Group, Inc. | $15.9K | 926 | 0.00% | 8q | -0.8% |
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 | $297.4K | 17,293 | 1 | 3 | 1 | 0.0% |
| Q1 2026 | 5 | $218.0K | 12,457 | 1 | 1 | 1 | 0.0% |
| Q4 2025 | 6 | $252.9K | 13,841 | 1 | 1 | 2 | 0.0% |
| Q3 2025 | 4 | $100.8K | 5,341 | 0 | 0 | 1 | 0.0% |
| Q2 2025 | 4 | $169.0K | 9,404 | 0 | 0 | 1 | 0.0% |
| Q1 2025 | 4 | $176.9K | 9,644 | 0 | 1 | 0 | 0.0% |
| Q4 2024 | 5 | $185.0K | 9,796 | 1 | 1 | 0 | 0.0% |
| Q3 2024 | 6 | $4.7M | 223,507 | 3 | 0 | 0 | 0.0% |
| Q2 2024 | 3 | $140.3K | 7,350 | 0 | 0 | 0 | 0.0% |
| Q1 2024 | 4 | $153.2K | 7,600 | 2 | 0 | 0 | 0.0% |
| Q4 2023 | 3 | $2.2M | 116,627 | 2 | 0 | 0 | 0.0% |
| Q3 2023 | 3 | $267.4K | 14,776 | 1 | 0 | 1 | 0.0% |
| Q2 2023 | 2 | $357.3K | 18,415 | 0 | 0 | 0 | 0.0% |
| Q1 2023 | 2 | $364.1K | 18,415 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 3 | $432.0K | 24,495 | 0 | 0 | 0 | 0.0% |
| Q3 2022 | 4 | $1.0M | 56,715 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 5 | $1.5M | 81,546 | 1 | 1 | 1 | 0.0% |
| Q1 2022 | 4 | $2.9M | 138,939 | 0 | 2 | 0 | 0.0% |
| Q4 2021 | 5 | $3.5M | 136,367 | 4 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $566.0K | 22,400 | 1 | 0 | 0 | 0.0% |