# JPMORGAN CHASE DS REP SRS MM Equities

JPMORGAN CHASE DS REP SRS MM Equities is a security (CUSIP 48128B523) tracked across SEC portfolio filings. 5 institutional managers reported $193K on Form 13F as of 2026-06-30; 5 registered fund positions totaling $13.9M via N-PORT as of 2026-05-31.

## Summary

- Issuer: JPMORGAN CHASE DS REP SRS MM
- Class: Equities
- CUSIP: 48128B523
- Asset category: EP
- 13F holders: 5
- 13F value: $193K
- 13F period: 2026-06-30
- N-PORT fund positions: 5
- N-PORT value: $13.9M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [KELLEHER FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/126021) | NEW YORK, NY | $120K | 6,973 |
| [ORG Partners LLC](https://search.stillhousedata.com/firm/312728) | ROANOKE, IN | $29K | 1,600 |
| [ATLAS CAPITAL ADVISORS LLC](https://search.stillhousedata.com/firm/127036) | SAN FRANCISCO, CA | $23K | 1,300 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $16K | 933 |
| First Command Advisory Services, Inc. | FORT WORTH, TX | $5K | 312 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| Gabelli Dividend & Income Trust | Gabelli Dividend & Income Trust | $11.9M | 45.05% |
| Guggenheim Credit Allocation Fund | Guggenheim Credit Allocation Fund | $1.0M | 47.96% |
| Guggenheim Strategic Opportunities Fund | Guggenheim Strategic Opportunities Fund | $692K | 2.88% |
| [THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO](https://search.stillhousedata.com/fund/S000001434) | Thrivent Series Fund, Inc. | $182K | 3.22% |
| [Victory Pioneer Active Credit Fund](https://search.stillhousedata.com/fund/S000089774) | Victory Portfolios IV | $96K | 16.06% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/48128B523.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.