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JP Morgan Chase & Co Prfrd Ser L

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Atlas Wealth LLC
NEW
Shares36,896
Change+36,896
Value$630.2K
Filed 2026-11-10
Atlas Capital Advisors Inc.
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$960.9K (+$736.3K)
Filed 2026-11-09
First Command Advisory Services, Inc.
INCREASED
Shares5,051 from 2,515
Change+2,536 (+101%)
Value$86.3K (+$39.2K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares729 from 1,137
Change-408 (-36%)
Value$12.5K (-$8.8K)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-14
McMillan Office, Inc.
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Estabrook Capital Management
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Status
Atlas Wealth LLC
NEW36,896—+36,896——$630.2K—2026-11-10
Atlas Capital Advisors Inc.
UNCHANGED12,00012,00000%$224.6K$960.9K+$736.3K2026-11-09
First Command Advisory Services, Inc.
INCREASED5,0512,515+2,536+101%$47.1K$86.3K+$39.2K2026-11-05
PNC Financial Services Group, Inc.
DECREASED7291,137-408-36%$21.3K$12.5K-$8.8K2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0219-219-100%$4.1K$0-$4.1K2026-10-14
McMillan Office, Inc.
N/A—8,000-8,000-100%$149.8K———
Estabrook Capital Management
N/A—7,000-7,000-100%$131.0K———
Showing 7 of 7 institutions