6 institutions reported holding $577,905 of JPMORGAN CHASE & CO 4.625 DEP (JPM-PL) in SEC 13F filings for 2026-06-30. Largest institutional holders: ATLAS CAPITAL ADVISORS INC. ($224,640), McMillan Office, Inc. ($149,760), Estabrook Capital Management ($131,040), First Command Advisory Services, Inc. ($47,081), PNC Financial Services Group, Inc. ($21,285). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ATLAS CAPITAL ADVISORS INC. | $224,640 | 12,000 | Hold |
| 2 | McMillan Office, Inc. | $149,760 | 8,000 | Hold |
| 3 | Estabrook Capital Management | $131,040 | 7,000 | Hold |
| 4 | First Command Advisory Services, Inc. | $47,081 | 2,515 | Added |
| 5 | PNC Financial Services Group, Inc. | $21,285 | 1,137 | Trimmed |
| 6 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $4,099 | 219 | New |
Source: SEC Form 13F filings · as of 2026-06-30