Serenity says JPMorgan Chase raised Sivers stake above 5% from 0.4%

An X post said the increase came mainly through institutional funds after retail investors were shaken out, underscoring Serenity's view that Sivers is an underrecognized co-packaged optics supply-chain company.

Summary

Serenity said in a post on X that JPMorgan Chase increased its holding in Sivers, identified as SIVE, to more than 5% this month from 0.4% last month, mainly through institutional funds. The post said the move followed a shakeout of retail investors and reiterated Serenity's view that Sivers plays an important role in the co-packaged optics, or CPO, supply chain, a position it said the market had not fully recognized. Serenity also said it had previously made that case to retail investors and Swedish hedge funds.

Terms & Concepts
  • co-packaged optics: Technology that integrates or places optical links close to chips to improve data-transfer efficiency.
  • institutional funds: Pooled capital managed by professional investors such as banks, asset managers, or hedge funds.
  • Sivers: A company identified in the source by ticker SIVE and described as part of the co-packaged optics supply chain.