JPM 4.625 Perp Preferred L Preferred Stock is a security (CUSIP 48128B549) tracked across SEC portfolio filings. 6 institutional managers reported $558K on Form 13F as of 2026-06-30; 8 registered fund positions totaling $5.4M via N-PORT as of 2026-05-29.
| Manager | Location | Value | Shares |
|---|---|---|---|
| ATLAS CAPITAL ADVISORS LLC | SAN FRANCISCO, CA | $229K | 12,000 |
| McMillan Office, Inc. | ST. CLAIR SHORES, MI | $153K | 8,000 |
| Estabrook Capital Management | NEW YORK, NY | $134K | 7,000 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $22K | 1,142 |
| First Command Advisory Services, Inc. | FORT WORTH, TX | $15K | 804 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | INDIANAPOLIS, IN | $4K | 219 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| First Trust Intermediate Duration Preferred & Income Fund | First Trust Intermediate Duration Preferred & Income Fund | $2.6M | 21.62% |
| Innovator S&P Investment Grade Preferred ETF | Innovator ETFs Trust II | $1.2M | 52.01% |
| Guggenheim Credit Allocation Fund | Guggenheim Credit Allocation Fund | $628K | 29.49% |
| Guggenheim Strategic Opportunities Fund | Guggenheim Strategic Opportunities Fund | $450K | 1.88% |
| Cohen & Steers Preferred and Income Opportunities Active ETF | Cohen & Steers ETF Trust | $285K | 18.87% |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO | Thrivent Series Fund, Inc. | $134K | 2.37% |
| Global Income Builder Portfolio | Global Income Builder Portfolio | $89K | 3.87% |
| Fidelity Multi-Strategy Credit Fund | Fidelity Multi-Strategy Credit Fund | $81K | 14.29% |