Serenity said JPMorgan has disclosed holding more than 5.25% of SIVE shares and that the bank’s influence may be significantly underestimated by the market. According to Odaily, Serenity said a $135 million position is not large for major U.S. institutions and that JPMorgan could theoretically increase its stake further, with the main constraint being limited shares available for trading.
Serenity said JPMorgan’s entry indicates large institutions are accumulating tradable shares, which could draw additional institutional allocations.
Serenity also said SIVE’s tradable shares have long been heavily shorted by a Swedish hedge fund and some quantitative funds. Serenity added that if U.S. institutions continue buying tradable shares, short sellers may face pressure to cover positions.
Serenity said this development supports the investment approach of sharing opportunities with retail investors before large-scale institutional inflows and monitoring the next CPO (co-packaged optics) supercycle.
JPMorgan Holds More Than 5.25% of SIVE Shares, Serenity Says
2026-06-08 12:14:38
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