JPMORGAN CHASE 4.2 PFD 13F Institutional Holdings

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+6,543

4 institutions added · 2 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-7

1 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+6,536

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
KELLEHER FINANCIAL ADVISORS	0.02%	0.03%	#1	$119,720	6,973	$120,958	6,912	+61+0.88%	Add
THOMPSON INVESTMENT MANAGEMENT, INC.	0.01%	—	#2	$51,510	3,000	$0	0	+3,000	New Buy
Ramirez Asset Management, Inc.	<0.01%	—	#3	$48,104	2,800	$0	0	+2,800	New Buy
ATLAS CAPITAL ADVISORS INC.	<0.01%	<0.01%	#4	$22,321	1,300	$22,750	1,300	00.00%	Unchanged
First Command Advisory Services, Inc.	<0.01%	<0.01%	#5	$17,067	994	$5,460	312	+682+218.59%	Add
PNC FINANCIAL SERVICES GROUP, INC.	<0.01%	<0.01%	#6	$15,899	926	$16,328	933	-7-0.75%	Reduce

JPMORGAN CHASE 4.2 PFD

🧭 Institutional Sector Flow Heatmap