JP Morgan Chase Preferred C
CUSIP 48128B648
Jp Morgan Chase Preferred C has 7 institutional holders in Filings Flow’s 13F database, together reporting 172.5K shares worth $4M as of Q1 2026. The largest reported holders are Org Partners LLC, Cascades Capital Asset Management, LLC, and Whalerock Point Partners, LLC.
Institutional Holders
7
Q1 2026
Reported Value
$4M
Ticker
unmapped
private placement or foreign
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Cascades Capital Asset Management, LLC$239M AUM | 0.64% | $2M | 61.4K | Q1 2026 |
| ORG Partners LLC$568M AUM | 0.32% | $2M | 73.3K | Q4 2025OLDER |
| WHALEROCK POINT PARTNERS, LLC$518M AUM | 0.22% | $1M | 46.0K | Q1 2026 |
| AR ASSET MANAGEMENT INC$517M AUM | 0.21% | $1M | 43.0K | Q1 2026 |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.03% | $41,470 | 1.6K | Q2 2025OLDER |
| Estabrook Capital Management$685M AUM | 0.02% | $131,493 | 5.3K | Q1 2026 |
| BECK MACK & OLIVER LLC$4.8B AUM | 0.01% | $355,081 | 14.3K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $12,570 | 500 | Q4 2025OLDER |
| PROATHLETE WEALTH MANAGEMENT LLC$361M AUM | 0.00% | $12,570 | 500 | Q4 2025OLDER |
| McMillan Office, Inc.$782M AUM | 0.00% | $16,523 | 666 | Q1 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH$326M AUM | 0.00% | $3,152 | 125 | Q4 2025OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $9,377 | 373 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $43,393 | 1.7K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.