JPMPRM — JPMorgan Chase & Co 4.20pct Dp P Institutional Holders · Q2 2026
Who owns JPMorgan Chase & Co 4.20pct Dp P (JPMPRM)? 7 institutions reported holding $294,676 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Kelleher Financial Advisors ($119,720), Thompson Investment Management, Inc. ($51,510), Ramirez Asset Management, Inc. ($48,104).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | $119,720 | 6,973 | Added |
| 2 | THOMPSON INVESTMENT MANAGEMENT, INC. | $51,510 | 3,000 | Hold |
| 3 | Ramirez Asset Management, Inc. | $48,104 | 2,800 | New |
| 4 | ATLAS CAPITAL ADVISORS INC. | $22,321 | 1,300 | Hold |
| 5 | RESOURCES MANAGEMENT CORP /CT/ /ADV | $20,055 | 20,000 | Hold |
| 6 | First Command Advisory Services, Inc. | $17,067 | 994 | Added |
| 7 | PNC Financial Services Group, Inc. | $15,899 | 926 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30