# JPM  4.625 Perp Preferred L Preferred Stock

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.

## Summary

- Issuer: JPM  4.625 Perp Preferred L
- Class: Preferred Stock
- CUSIP: 48128B549
- Asset category: EP
- 13F holders: 6
- 13F value: $558K
- 13F period: 2026-06-30
- N-PORT fund positions: 8
- N-PORT value: $5.4M
- N-PORT report: 2026-05-29

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [ATLAS CAPITAL ADVISORS LLC](https://search.stillhousedata.com/firm/127036) | SAN FRANCISCO, CA | $229K | 12,000 |
| [McMillan Office, Inc.](https://search.stillhousedata.com/firm/157836) | ST. CLAIR SHORES, MI | $153K | 8,000 |
| [Estabrook Capital Management](https://search.stillhousedata.com/firm/128856) | 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 |

## Top fund holders (N-PORT)

| 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](https://search.stillhousedata.com/fund/S000051507) | 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](https://search.stillhousedata.com/fund/S000044020) | Cohen & Steers ETF Trust | $285K | 18.87% |
| [THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO](https://search.stillhousedata.com/fund/S000001434) | Thrivent Series Fund, Inc. | $134K | 2.37% |
| [Global Income Builder Portfolio](https://search.stillhousedata.com/fund/S000053910) | Global Income Builder Portfolio | $89K | 3.87% |
| Fidelity Multi-Strategy Credit Fund | Fidelity Multi-Strategy Credit Fund | $81K | 14.29% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/48128B549.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.