JPMORGAN CHASE & CO

PublicCIK: 19617
JPMNYSEAMJBNYSEVYLDNYSE+6 more
Location

NEW YORK, NY

378
Positions
$3.09B
Total AUM (reported)
660.33M
Total Shares

Allocation by class

TOTAL AUM$3.09B378 positions
OPTION$1.51B48.9%
COMMON$951.63M30.8%
BOND$458.42M14.9%
UNIT$83.40M2.7%
PREF CONV$61.22M2.0%
WARRANT$12.04M0.4%
RIGHT$6.80M0.2%

Portfolio Concentration

Top 330.3%4–1019.6%11–2518.3%Rest31.7%TOP 1050.0%0%100%
Top 3$936.34M30.3%
4–10$605.74M19.6%
11–25$564.68M18.3%
Rest$978.72M31.7%

Top 3 weight

30.3%

Top 10 weight

50.0%

Voting Authority Distribution

Total shares with voting rights: 660.33M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

660.33M

shares

% of voting shares100.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole378
Shared0
Other0
Dominant voting typeShared · 100.0% of voting shares
Institutional Holdings378
Rows:

ISHARES TR

SOLE
OPTION
Shares5.50M
TypeSH
Market value$433.45M
14.05%
Sole
0.00
Shared
5.50M
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
OPTION
Shares500K
TypeSH
Market value$315.99M
10.24%
Sole
0.00
Shared
500K
None
0.00

ISHARES TR

SOLE
OPTION
Shares780K
TypeSH
Market value$186.90M
6.06%
Sole
0.00
Shared
780K
None
0.00

SPDR SERIES TRUST

SOLE
OPTION
Shares815.50K
TypeSH
Market value$151.26M
4.90%
Sole
0.00
Shared
815.50K
None
0.00

ELECTRONIC ARTS INC

SOLE
COMMON
Shares545.91K
TypeSH
Market value$110.59M
3.58%
Sole
0.00
Shared
545.91K
None
0.00

ELECTRONIC ARTS INC

SOLE
OPTION
Shares400K
TypeSH
Market value$81.03M
2.63%
Sole
0.00
Shared
400K
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
BOND
Shares50M
TypePRN
Market value$68.50M
2.22%
Sole
0.00
Shared
50M
None
0.00

SUPER MICRO COMPUTER INC

SOLE
OPTION
Shares3.19M
TypeSH
Market value$67.24M
2.18%
Sole
0.00
Shared
3.19M
None
0.00

ISHARES TR

SOLE
OPTION
Shares750K
TypeSH
Market value$65.08M
2.11%
Sole
0.00
Shared
750K
None
0.00

HOLOGIC INC

SOLE
COMMON
Shares821.16K
TypeSH
Market value$62.04M
2.01%
Sole
0.00
Shared
821.16K
None
0.00

ISHARES TR

SOLE
OPTION
Shares700K
TypeSH
Market value$60.75M
1.97%
Sole
0.00
Shared
700K
None
0.00

SAREPTA THERAPEUTICS INC

SOLE
BOND
Shares57.31M
TypePRN
Market value$54.73M
1.77%
Sole
0.00
Shared
57.31M
None
0.00

BOFA FIN LLC

SOLE
BOND
Shares41.23M
TypePRN
Market value$48.89M
1.58%
Sole
0.00
Shared
41.23M
None
0.00

IRONWOOD PHARMACEUTICALS INC

SOLE
BOND
Shares46.94M
TypePRN
Market value$46.12M
1.49%
Sole
0.00
Shared
46.94M
None
0.00

NEXTERA ENERGY INC

SOLE
PREF CONV
Shares800K
TypeSH
Market value$40.12M
1.30%
Sole
0.00
Shared
800K
None
0.00

WIX COM LTD

SOLE
COMMON
Shares424.62K
TypeSH
Market value$38.25M
1.24%
Sole
0.00
Shared
424.62K
None
0.00

CLEARWATER ANALYTICS HLDGS I

SOLE
COMMON
Shares1.61M
TypeSH
Market value$37.80M
1.23%
Sole
0.00
Shared
1.61M
None
0.00

NIO INC

SOLE
BOND
Shares38M
TypePRN
Market value$36.94M
1.20%
Sole
0.00
Shared
38M
None
0.00

ENVIRI CORP

SOLE
COMMON
Shares1.82M
TypeSH
Market value$34.28M
1.11%
Sole
0.00
Shared
1.82M
None
0.00

MARA HOLDINGS INC

SOLE
BOND
Shares35.31M
TypePRN
Market value$31.38M
1.02%
Sole
0.00
Shared
35.31M
None
0.00

ISHARES TR

SOLE
OPTION
Shares400K
TypeSH
Market value$31.05M
1.01%
Sole
0.00
Shared
400K
None
0.00

NVIDIA CORPORATION

SOLE
OPTION
Shares177.80K
TypeSH
Market value$29.37M
0.95%
Sole
0.00
Shared
177.80K
None
0.00

BRIGHTHOUSE FINL INC

SOLE
COMMON
Shares438.37K
TypeSH
Market value$26.27M
0.85%
Sole
0.00
Shared
438.37K
None
0.00

BEL FUSE INC

SOLE
COMMON
Shares138.47K
TypeSH
Market value$24.95M
0.81%
Sole
0.00
Shared
138.47K
None
0.00

AVIS BUDGET GROUP INC

SOLE
OPTION
Shares175.50K
TypeSH
Market value$23.79M
0.77%
Sole
0.00
Shared
175.50K
None
0.00
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