13FBOX
JPMORGAN CHASE 4.2 PFD · 13F Institutional Holdings
Options Calculator Rankings
J

JPMORGAN CHASE 4.2 PFD

Institutions
6
Combined AUM (Q2 2026)
$274,621
Combined Shares (Q2 2026)
15,993
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+6,543
4 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-7
1 · 0 Exit · ≈
⚖️ Net
+6,536
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$274,621
Institutions
6
New Buys
2
Adds
2
Reduces
1
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
KELLEHER FINANCIAL ADVISORS
0.02%0.03%#1$119,7206,973$120,9586,912+61+0.88%Add
THOMPSON INVESTMENT MANAGEMENT, INC.
0.01%#2$51,5103,000$00+3,000New Buy
Ramirez Asset Management, Inc.
<0.01%#3$48,1042,800$00+2,800New Buy
ATLAS CAPITAL ADVISORS INC.
<0.01%<0.01%#4$22,3211,300$22,7501,30000.00%Unchanged
First Command Advisory Services, Inc.
<0.01%<0.01%#5$17,067994$5,460312+682+218.59%Add
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#6$15,899926$16,328933-7-0.75%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow