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Equibles

JPMORGAN CHASE & CO

Position in ADAM — Adamas Trust, Inc.

CIK 19617 NEW YORK, NY
Back to ADAM Full portfolio

Position in ADAM

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$3,819,010
+$662,845 QoQ
Shares Held
407,144
-5.1% QoQ
Ownership
0.453%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 208 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 81% Shared 0% None 19%

Common Shares in ADAM Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

JPMORGAN CHASE & CO holds $339,418,070 across 37 REIT - Mortgage names. ADAM ranks #13 (1.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NLY
Annaly Capital Management Inc
 5,961,247 $133,293,479
2 STWD
Starwood Property Trust, Inc.
 2,337,908 $38,294,930
3 RITM
Rithm Capital Corp.
 3,199,516 $30,043,453
4 AGNC
AGNC Investment Corp.
 2,595,158 $28,287,219
5 LADR
Ladder Capital Corp
 2,659,315 $26,460,183
6 EFC
Ellington Financial Inc.
 1,480,642 $20,151,536
7 PMT
PennyMac Mortgage Investment Trust
 1,289,962 $14,550,770
8 BRSP
BrightSpire Capital, Inc.
 1,450,079 $7,902,928

All Filings in ADAM

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,819,010 407,144
2026-03-31 $3,156,165 428,827
2025-12-31 $4,257,848 583,267
2025-09-30 $4,474,606 641,981
2025-06-30 $4,693,307 700,494
2025-03-31 $966,202 148,876
2024-12-31 $611,659 100,934
2024-09-30 $269,315 42,546
2024-06-30 $438,525 75,090
2024-03-31 $2,191,550 304,382
2023-12-31 $1,513,827 177,471
2023-09-30 $1,423,568 167,676
2023-06-30 $1,782,980 179,736
2023-03-31 $1,454,806 146,065