SEC 13F Intelligence

JPM 4.625 Perp Preferred L

CUSIP 48128B549

Jpm 4.625 Perp Preferred L has 5 institutional holders in Filings Flow’s 13F database, together reporting 28.9K shares worth $553,447 as of Q1 2026. The largest reported holders are Mathes Company, Inc., Atlas Capital Advisors Inc., and Mcmillan Office, Inc..

Institutional Holders
5
Q1 2026
Reported Value
$553,447
Ticker
unmapped
private placement or foreign
Quarters Tracked
20

Ownership Trend

Institutional holders
Q2 ’21: 3Q2 ’21Q3 ’21: 1Q4 ’21: 3Q1 ’22: 2Q1 ’22Q2 ’22: 4Q3 ’22: 4Q4 ’22: 3Q4 ’22Q1 ’23: 3Q2 ’23: 4Q3 ’23: 4Q3 ’23Q4 ’23: 4Q1 ’24: 5Q2 ’24: 6Q2 ’24Q3 ’24: 7Q4 ’24: 7Q1 ’25: 7Q1 ’25Q2 ’25: 6Q3 ’25: 4Q4 ’25: 6Q4 ’25Q1 ’26: 5filingsflow.com
Total reported value
Q2 ’21: $913,300Q2 ’21Q3 ’21: $377,000Q4 ’21: $635,100Q1 ’22: $221,100Q1 ’22Q2 ’22: $1MQ3 ’22: $1MQ4 ’22: $946,486Q4 ’22Q1 ’23: $499,090Q2 ’23: $1MQ3 ’23: $1MQ3 ’23Q4 ’23: $1MQ1 ’24: $1MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $1MQ1 ’25: $1MQ1 ’25Q2 ’25: $846,928Q3 ’25: $599,033Q4 ’25: $426,383Q4 ’25Q1 ’26: $553,447filingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
ATLAS CAPITAL ADVISORS INC.$875M AUM0.03%$229,44012.0KQ1 2026
McMillan Office, Inc.$782M AUM0.02%$152,9608.0KQ1 2026
Estabrook Capital Management$685M AUM0.02%$133,8407.0KQ1 2026
1620 INVESTMENT ADVISORS, INC.$148M AUM0.02%$21,8961.1KQ2 2025OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM0.00%$4,301219Q4 2025OLDER
NBC SECURITIES, INC.$1.3B AUM0.00%$1,45374Q4 2025OLDER
First Command Advisory Services, Inc.$14.8B AUM0.00%$15,372804Q1 2026
CURIO WEALTH, LLC$293M AUM0.00%$19610Q4 2025OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$21,8351.1KQ1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.