Vault-13

JPMORGAN CHASE & CO JPM 4.55 PERP JJ

PFD · PUBLIC · CUSIP 48128B580

5 institutional holders +1 vs Q1 2026
58,22958.2k shares reported held*
$1.1mreported value*
0 new 1 added 1 reduced 0 sold out net bought ≈ $4.3k (+234 shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $18.43.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 1Q4 22: 2Q1 23: 2Q2 23: 3Q3 23: 2Q4 23: 2Q1 24: 4Q2 24: 4Q3 24: 3Q4 24: 3Q1 25: 3Q2 25: 3Q3 25: 3Q4 25: 4Q1 26: 4Q2 26: 55Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20221
Q4 20222
Q1 20232
Q2 20233
Q3 20232
Q4 20232
Q1 20244
Q2 20244
Q3 20243
Q4 20243
Q1 20253
Q2 20253
Q3 20253
Q4 20254
Q1 20264
Q2 20265

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
202Q3 24: 0 bought or addedQ3 24: 2 cut or sold outQ4 24: 1 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 0 bought or addedQ1 25: 1 cut or sold outQ2 25: 1 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 0 cut or sold outQ4 25: 0 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 1 cut or sold outQ2 26: 1 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202402
Q4 202410
Q1 202501
Q2 202511
Q3 202510
Q4 202502
Q1 202621
Q2 202611

Biggest buyers

First Command Advisory Services, Inc. Added +965+965

Biggest sellers

PNC Financial Services Group, Inc. Reduced -731-731

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VIMA LLC 0.89% of their portfolio TROY, MI 49,33549.3k $909.2k $909.2k 0.89% First filing
2 McMillan Office, Inc. 0.01% of their portfolio ST. CLAIR SHORES, MI 4,0004.0k $73.7k $73.7k 0.01% Unchanged
3 THOMPSON INVESTMENT MANAGEMENT, INC. 0.01% of their portfolio MADISON, WI 3,0003.0k $55.3k $55.3k 0.01% Unchanged
4 First Command Advisory Services, Inc. 0.00% of their portfolio FORT WORTH, TX 1,4351.4k $26.4k $26.4k 0.00% Added +965 +965
5 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 459459 $8.5k $8.5k 0.00% Reduced -731 -731