CUSIP 48128B655
JPMORGAN CHAS 5.75 PFD
13 institutions · $5.0M total · 232,871 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Steigerwald, Gordon & Koch Inc. | 175,530 | $4.4M | 75.37% | 2025-12-31 |
| 2 | NBC SECURITIES, INC. | 13,859 | $345.4K | 5.95% | 2025-12-31 |
| 3 | OLD POINT TRUST & FINANCIAL SERVICES N A | 4,000 | $99.9K | 1.71% | 2025-12-31 |
| 4 | ORG Partners LLC | 3,000 | $74.8K | 1.28% | 2025-12-31 |
| 5 | PNC Financial Services Group, Inc. | 2,155 | $53.9K | 0.92% | 2024-03-31 |
| 6 | Register Financial Advisors LLC | 1,228 | $28.7K | 0.52% | 2023-03-31 |
| 7 | United Community Bank | 700 | $17.4K | 0.30% | 2025-12-31 |
| 8 | 1620 INVESTMENT ADVISORS, INC. | 400 | $9.8K | 0.17% | 2025-06-30 |
| 9 | Private Ocean, LLC | 307 | $7.6K | 0.13% | 2024-06-30 |
| 10 | Comprehensive Financial Planning, Inc./PA | 115 | $2.9K | 0.04% | 2025-12-31 |
| 11 | Mathes Company, Inc. | 17,200 | $429 | 7.38% | 2025-12-31 |
| 12 | Bartlett & Co. LLC | 14,270 | $340 | 6.12% | 2023-12-31 |
| 13 | COMERICA BANK | 107 | $4 | 0.04% | 2023-09-30 |