JPM 4.200 Perp Preferred Mm
CUSIP 48128B523
Jpm 4.200 Perp Preferred Mm has 4 institutional holders in Filings Flow’s 13F database, together reporting 9.5K shares worth $165,496 as of Q1 2026. The largest reported holders are Kelleher Financial Advisors, Org Partners LLC, and Atlas Capital Advisors Inc..
Institutional Holders
4
Q1 2026
Reported Value
$165,496
Ticker
unmapped
private placement or foreign
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.03% | $120,958 | 6.9K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.01% | $29,232 | 1.6K | Q4 2025OLDER |
| ATLAS CAPITAL ADVISORS INC.$875M AUM | 0.00% | $22,750 | 1.3K | Q1 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $1,077 | 59 | Q4 2025OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $5,460 | 312 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $16,328 | 933 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.