DOSSIER · 13F Holders · Q2 2026
JPM 4.2 PERP MM

JPM 4.200 Perp Preferred Mm

7 institutions still hold JPM 4.200 Perp Preferred Mm as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 48128B523·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$307K
visible holders
Holders
7
filers reporting
Concentration
38.97%
KELLEHER FINANCIAL ADVISORS #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported JPM 4.2 PERP MM in Q2 2026. KELLEHER FINANCIAL ADVISORS leads at 39.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
KELLEHER FINANCIAL ADVISORS
CIK 0001507971
$120K7K0.02%Q2 2026
02
THOMPSON INVESTMENT MANAGEMENT, INC.
CIK 0001277279
$52K3K0.01%Q2 2026
03
Ramirez Asset Management, Inc.
CIK 0001992110
$48K3K0.01%Q2 2026
04
ORG Partners LLC
CIK 0001979372
$29K2K0.01%Q4 2025
05
ATLAS CAPITAL ADVISORS INC.
CIK 0001434165
$22K1K0.00%Q2 2026
06
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$19K1K0.00%Q4 2025
07
First Command Advisory Services, Inc.
CIK 0001727336
$17K9940.00%Q2 2026