Vault-13

JPMORGAN CHASE & CO JPM 6 PERP EE

PFD · PUBLIC · CUSIP 48128B648

12 institutional holders +4 vs Q3 2025
258,162258.2k shares reported held*
$6.5mreported value*
3 new 1 added 4 reduced 0 sold out net bought ≈ $752.9k (+29.9k 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 ≈ $25.14.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

051015Q3 22: 9Q4 22: 12Q1 23: 11Q2 23: 9Q3 23: 9Q4 23: 9Q1 24: 9Q2 24: 9Q3 24: 11Q4 24: 10Q1 25: 10Q2 25: 10Q3 25: 8Q4 25: 1212Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 20229
Q4 202212
Q1 202311
Q2 20239
Q3 20239
Q4 20239
Q1 20249
Q2 20249
Q3 202411
Q4 202410
Q1 202510
Q2 202510
Q3 20258
Q4 202512

Buyers vs sellers

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

Bought or addedCut or sold out
404Q1 24: 3 bought or addedQ1 24: 2 cut or sold outQ2 24: 3 bought or addedQ2 24: 4 cut or sold outQ2 24Q3 24: 3 bought or addedQ3 24: 2 cut or sold outQ4 24: 2 bought or addedQ4 24: 4 cut or sold outQ4 24Q1 25: 4 bought or addedQ1 25: 2 cut or sold outQ2 25: 4 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 3 cut or sold outQ4 25: 4 bought or addedQ4 25: 4 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202432
Q2 202434
Q3 202432
Q4 202424
Q1 202542
Q2 202543
Q3 202513
Q4 202544

Biggest buyers

WHALEROCK POINT PARTNERS, LLC New +46,000+46.0k
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. New +500+500
PROATHLETE WEALTH MANAGEMENT LLC New +500+500
PNC Financial Services Group, Inc. Added +293+293

Biggest sellers

BECK MACK & OLIVER LLC Reduced -12,325-12.3k
ORG Partners LLC Reduced -4,000-4.0k
Cascades Capital Asset Management, LLC Reduced -1,020-1.0k
LANARK FINANCIAL, INC. Reduced -1-1

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ORG Partners LLC 0.32% of their portfolio ROANOKE, IN 73,30073.3k $1.8m $1.8m 0.32% Reduced -4.0k -4,000
2 Cascades Capital Asset Management, LLC 0.76% of their portfolio GREENSBORO, NC 72,20172.2k $1.8m $1.8m 0.76% Reduced -1.0k -1,020
3 WHALEROCK POINT PARTNERS, LLC 0.22% of their portfolio West Palm Beach, FL 46,00046.0k $1.2m $1.2m 0.22% New
4 AR ASSET MANAGEMENT INC 0.22% of their portfolio WEST HOLLYWOOD, CA 43,00043.0k $1.1m $1.1m 0.22% Unchanged
5 BECK MACK & OLIVER LLC 0.01% of their portfolio NEW YORK, NY 14,31214.3k $359.8k $359.8k 0.01% Reduced -12.3k -12,325
6 Estabrook Capital Management 0.02% of their portfolio NEW YORK, NY 5,3005.3k $133.2k $133.2k 0.02% Unchanged
7 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,8851.9k $47.4k $47.4k 0.00% Added +293 +293
8 McMillan Office, Inc. 0.00% of their portfolio ST. CLAIR SHORES, MI 666666 $16.7k $16.7k 0.00% First filing
9 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% of their portfolio INDIANAPOLIS, IN 500500 $12.6k $12.6k 0.00% New
10 PROATHLETE WEALTH MANAGEMENT LLC 0.00% of their portfolio BOCA RATON, FL 500500 $12.6k $12.6k 0.00% New
11 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 373373 $9.4k $9.4k 0.00% Reduced -1 -1
12 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.00% of their portfolio CLEVELAND, OH 125125 $3.2k $3.2k 0.00% Unchanged