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JPMORGAN CHASE & CO Historic Quarter Change: USA Preferred Shares, Reduced

JPMORGAN CHASE & CO historic quarter change: USA Preferred Shares, Reduced

In preferred shares (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, JPMORGAN CHASE & CO opened 139 positions, added to 179, reduced 221 and sold out of 116.

  • Q2 2026: Stock NEEPRT; Country of operation United States; Class PREF CONV; Shares before 322,291.
  • Q2 2026: Stock NEEPRV; Country of operation United States; Class PREF CONV; Shares before 232,288.
  • Q2 2026: Stock PCGPRX; Country of operation United States; Class PREF CONV; Shares before 153,923.
  • Q2 2026: Stock APOLLO GLOBAL MGMT INC; Country of operation United States; Class PREF CONV; Shares before 85,717.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 19617), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-12); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-04); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-08); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-10); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-12); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-13); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-12-08); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-09-03); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-26); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026NEEPRT
NEXTERA ENERGY INC
United StatesPREF CONV322,29189,570-232,721$16,933,169$4,706,008-$12,227,1612026-08-12
Q2 2026NEEPRV
NEXTERA ENERGY INC
United StatesPREF CONV232,28883,158-149,130$11,691,055$4,185,342-$7,505,7132026-08-12
Q2 2026PCGPRX
PG&E CORP
United StatesPREF CONV153,92356,401-97,522$6,617,150$2,424,679-$4,192,4712026-08-12
Q2 2026APOLLO GLOBAL MGMT INC
CUSIP 03769M304
United StatesPREF CONV85,71717,628-68,089$5,011,015$1,030,533-$3,980,4822026-08-12
Q2 2026MCHPP
MICROCHIP TECHNOLOGY INC.
United StatesPREF CONV110,80044,448-66,352$6,312,276$2,532,203-$3,780,0732026-08-12
Q2 2026NOVTU
NOVANTA INC
PREF CONV129,63979,333-50,306$6,953,836$4,255,422-$2,698,4142026-08-12
Q2 2026ALBPRA
ALBEMARLE CORP
United StatesPREF CONV151,024105,414-45,610$8,759,392$6,114,012-$2,645,3802026-08-12
Q2 2026PEBPRF
PEBBLEBROOK HOTEL TR
United StatesPREFERRED189,02579,330-109,695$3,778,609$1,615,952-$2,162,6572026-08-12
Q2 2026ARES MANAGEMENT CORPORATION
CUSIP 03990B309
United StatesPREF CONV292,861238,594-54,267$10,595,711$8,632,331-$1,963,3802026-08-12
Q2 2026EL PASO ENERGY CAP TR I
CUSIP 283678209
United StatesPREF CONV9,6458,550-1,095$489,484$433,913-$55,5712026-08-12
Q2 2026PEBPRE
PEBBLEBROOK HOTEL TR
United StatesPREFERRED33,46631,626-1,840$672,740$627,144-$45,5962026-08-12

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