CUSIP 48128B549
JP MORGAN PFD SER LL PFD
12 institutions · $1.1M total · 83,209 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | FIRST MERCHANTS CORP | 12,160 | $243.8K | 14.61% | 2025-03-31 |
| 2 | Kingfisher Capital LLC | 10,445 | $239.2K | 12.55% | 2024-09-30 |
| 3 | ATLAS CAPITAL ADVISORS LLC | 12,000 | $235.7K | 14.42% | 2025-12-31 |
| 4 | WHALEROCK POINT PARTNERS, LLC | 10,000 | $208.3K | 12.01% | 2024-12-31 |
| 5 | McMillan Office, Inc. | 8,000 | $157.1K | 9.61% | 2025-12-31 |
| 6 | PNC Financial Services Group, Inc. | 1,407 | $27.6K | 1.69% | 2025-12-31 |
| 7 | 1620 INVESTMENT ADVISORS, INC. | 1,120 | $21.9K | 1.34% | 2025-06-30 |
| 8 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 219 | $4.3K | 0.26% | 2025-12-31 |
| 9 | NBC SECURITIES, INC. | 74 | $1.5K | 0.08% | 2025-12-31 |
| 10 | Mathes Company, Inc. | 27,750 | $562 | 33.34% | 2025-09-30 |
| 11 | Financial Gravity Asset Management, Inc. | 24 | $523 | 0.02% | 2024-03-31 |
| 12 | CURIO WEALTH, LLC | 10 | $196 | 0.01% | 2025-12-31 |