DOSSIER · 13F Holders · Q4 2025
JPM 5.75 PERP DD

JP Morgan Chase & Co Prfrd Ser D

5 institutions still hold JP Morgan Chase & Co Prfrd Ser D as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 48128B655·5 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$2M
visible holders
Holders
5
filers reporting
Concentration
60.54%
ORG Partners LLC #1
top holder share
AI Holders Summary · Q4 2025

5 institutions reported JPM 5.75 PERP DD in Q4 2025. ORG Partners LLC leads at 60.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ORG Partners LLC
CIK 0001979372
$922K37K0.16%Q4 2025
02
Mathes Company, Inc.
CIK 0001389223
$416K17K0.15%Q1 2026
03
OLD POINT TRUST & FINANCIAL SERVICES N A
CIK 0001102256
$153K6K0.05%Q2 2026
04
THOMPSON INVESTMENT MANAGEMENT, INC.
CIK 0001277279
$29K1K0.00%Q2 2026
05
Comprehensive Financial Planning, Inc./PA
CIK 0002044855
$3K1150.00%Q2 2026