DOSSIER · 13F Holders · Q2 2026
JPM 4.625 PERP LL

JP Morgan Chase & Co Prfrd Ser L

5 institutions still hold JP Morgan Chase & Co Prfrd Ser L as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 48128B549·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$580K
visible holders
Holders
5
filers reporting
Concentration
38.72%
ATLAS CAPITAL ADVISORS INC. #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported JPM 4.625 PERP LL in Q2 2026. ATLAS CAPITAL ADVISORS INC. leads at 38.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ATLAS CAPITAL ADVISORS INC.
CIK 0001434165
$225K12K0.02%Q2 2026
02
McMillan Office, Inc.
CIK 0002109205
$150K8K0.02%Q2 2026
03
Estabrook Capital Management
CIK 0001344717
$131K7K0.02%Q2 2026
04
First Command Advisory Services, Inc.
CIK 0001727336
$47K3K0.00%Q2 2026
05
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$28K1K0.00%Q4 2025