JPMORGAN CHASE DS REP SRS MM Equities is a security (CUSIP 48128B523) tracked across SEC portfolio filings. 5 institutional managers reported $195K on Form 13F as of 2026-03-31; 5 registered fund positions totaling $13.9M via N-PORT as of 2026-05-31.
| Manager | Location | Value | Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | NEW YORK, NY | $121K | 6,912 |
| ORG Partners LLC | ROANOKE, IN | $29K | 1,600 |
| ATLAS CAPITAL ADVISORS LLC | 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 |
| 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 | Thrivent Series Fund, Inc. | $182K | 3.22% |
| Victory Pioneer Active Credit Fund | Victory Portfolios IV | $96K | 16.06% |