JPMORGAN CHASE & CO
Filing Date
Global Rank
#8
/ 8,519
▼ 1
Top Industry
Semiconductors
13.0%
Period ended 58 days ago
Filed May 13, 2026 · 15d
52 quarters · since Jun 2013
Portfolio Concentration
4,143 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.6%
−0.6 pts
Top 5
20.9%
−3.2 pts
Top 10
30.3%
−3.8 pts
HHI
142
Diversified
−32
Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.6% | $364,068,339,145 |
| Healthcare | 11.6% | $137,598,207,066 |
| Consumer Cyclical | 11.0% | $130,755,390,333 |
| Financial Services | 10.9% | $129,437,535,521 |
| Industrials | 9.3% | $110,717,403,243 |
| Communication Services | 6.9% | $82,283,079,370 |
| Consumer Defensive | 5.0% | $59,401,359,249 |
| Energy | 4.6% | $54,782,162,724 |
| Unclassified | 3.0% | $35,701,817,167 |
| Utilities | 2.8% | $32,765,351,367 |
| Real Estate | 2.4% | $28,549,010,944 |
| Basic Materials | 2.0% | $23,563,552,425 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value |
|---|---|---|---|---|
| T | At&T Inc. | +45,829,872 | 118,227,450 | $3,427,413,766 |
| ET | Energy Transfer LP | +35,497,456 | 72,210,991 | $1,393,672,123 |
| MRK | Merck & Co., Inc. | +23,773,005 | 52,972,983 | $6,372,120,116 |
| LYG | Lloyds Banking Group plc | +23,279,135 | 24,906,667 | $125,280,530 |
| MNST | Monster Beverage Corp | +22,862,832 | 28,381,182 | $2,056,500,438 |
| BMY | Bristol Myers Squibb Co | +17,107,541 | 92,475,194 | $5,608,620,506 |
| XOM | Exxon Mobil Corp | +15,223,344 | 85,599,509 | $14,522,812,685 |
| APH | Amphenol Corp /De/ | +14,945,430 | 49,270,578 | $6,225,337,518 |
| DOC | Healthpeak Properties, Inc. | +14,056,729 | 44,731,541 | $734,939,212 |
| SNAP | Snap Inc | +13,833,756 | 26,503,927 | $121,918,056 |
| USB | US Bancorp \De\ | +13,151,232 | 61,683,367 | $3,208,151,908 |
| PG | PROCTER & GAMBLE Co | +12,990,802 | 33,202,858 | $4,795,820,799 |
| FCX | Freeport-Mcmoran Inc | +12,320,846 | 20,942,244 | $1,230,985,095 |
| CSX | Csx Corp | +11,367,529 | 39,655,048 | $1,627,839,711 |
| GILD | Gilead Sciences, Inc. | +10,956,647 | 33,992,410 | $4,737,522,172 |
| NU | Nu Holdings Ltd. | +10,635,606 | 91,396,721 | $1,313,370,872 |
| TXN | Texas Instruments Inc | +10,056,903 | 38,381,788 | $7,451,440,312 |
| NEE | Nextera Energy Inc | +9,951,611 | 111,988,240 | $10,401,467,722 |
| BBD | Bank Bradesco | +9,906,897 | 13,956,018 | $50,939,463 |
| PM | Philip Morris International Inc. | +9,879,834 | 51,591,197 | $8,530,088,502 |
| WBD | Warner Bros. Discovery, Inc. | +9,379,847 | 19,173,057 | $526,492,136 |
| RTX | RTX Corp | +9,241,010 | 41,351,406 | $7,976,686,209 |
| LRCX | Lam Research Corp | +9,204,337 | 32,712,933 | $6,989,445,252 |
| COP | Conocophillips | +9,135,489 | 33,645,760 | $4,441,240,320 |
| AMZN | Amazon Com Inc | +8,891,287 | 168,937,577 | $35,184,629,150 |
| No positions match the current search. | ||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value |
|---|---|---|---|---|
| SOFI | SoFi Technologies, Inc. | −62,346,917 | 1,784,586 | $28,339,220 |
| BAC | Bank Of America Corp /De/ | −29,300,484 | 132,271,796 | $6,448,250,045 |
| BKR | Baker Hughes Co | −28,632,919 | 58,196,567 | $3,552,900,405 |
| HOOD | Robinhood Markets, Inc. | −20,688,584 | 14,268,817 | $988,829,011 |
| MSFT | Microsoft Corp | −20,630,851 | 127,128,999 | $47,059,341,549 |
| SO | Southern Co | −18,432,669 | 43,337,750 | $4,182,959,620 |
| SHOP | Shopify Inc. | −15,961,279 | 17,457,018 | $2,070,751,465 |
| RF | Regions Financial Corp | −14,458,847 | 18,014,358 | $470,535,025 |
| PLTR | Palantir Technologies Inc. | −14,021,797 | 21,553,535 | $3,152,851,089 |
| GRAB | Grab Holdings Ltd | −13,766,386 | 42,902,628 | $157,023,611 |
| HIMS | Hims & Hers Health, Inc. | −13,597,454 | 5,240,816 | $108,799,337 |
| UBS | UBS Group AG | −12,958,047 | 27,434,247 | $1,071,856,022 |
| RBLX | Roblox Corp | −12,784,676 | 6,737,519 | $381,074,065 |
| SE | Sea Ltd | −12,104,917 | 9,347,213 | $774,042,700 |
| FIS | Fidelity National Information Services, Inc. | −11,334,907 | 37,720,222 | $1,769,455,603 |
| KDP | Keurig Dr Pepper Inc. | −11,042,841 | 33,263,216 | $875,820,470 |
| ORCL | Oracle Corp | −8,731,038 | 32,492,417 | $4,779,959,454 |
| NVDA | Nvidia Corp | −8,342,254 | 447,798,884 | $78,096,125,362 |
| NET | Cloudflare, Inc. | −7,704,361 | 5,902,745 | $1,217,972,395 |
| NOW | ServiceNow, Inc. | −6,859,787 | 30,996,941 | $3,240,730,172 |
| HWM | Howmet Aerospace Inc. | −6,740,091 | 20,987,781 | $4,836,843,999 |
| BEKE | KE Holdings Inc. | −6,482,305 | 189,727 | $2,840,211 |
| WY | Weyerhaeuser Co | −6,338,666 | 2,203,242 | $53,825,196 |
| NIO | NIO Inc. | −6,134,006 | 6,560,939 | $39,562,459 |
| FIG | Figma, Inc. | −5,970,300 | 673,639 | $14,240,727 |
| No positions match the current search. | ||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value |
|---|---|---|---|
| AZN | Astrazeneca PLC | 18,590,922 | $3,666,501,627 |
| AMCR | Amcor plc | 3,643,037 | $144,810,715 |
| SUNB | Sunbelt Rentals Holdings, Inc. | 986,297 | $64,198,066 |
| MANE | Veradermics, Inc | 976,166 | $61,644,880 |
| FNUC | Frontier Nuclear & Minerals Inc. | 16,009,164 | $44,985,750 |
| FPS | Forgent Power Solutions, Inc. | 1,499,680 | $43,895,632 |
| GENB | Generate Biomedicines, Inc. | 2,947,259 | $36,840,737 |
| ALM | Almonty Industries Inc. | 2,167,027 | $31,378,550 |
| PNFP | Pinnacle Financial Partners, Inc. | 344,885 | $29,708,389 |
| EQPT | EquipmentShare.com Inc | 1,393,426 | $28,384,085 |
| JAN | Janus Living, Inc. | 1,115,416 | $26,290,354 |
| VSNT | Versant Media Group, Inc. | 591,585 | $21,900,470 |
| QGEN | Qiagen N.V. | 511,485 | $20,479,855 |
| INDV | Indivior Pharmaceuticals, Inc. | 539,863 | $16,455,023 |
| SGP | SpyGlass Pharma, Inc. | 577,109 | $14,952,893 |
| DFTX | Definium Therapeutics, Inc. | 264,545 | $4,999,899 |
| HCAC | Hall Chadwick Acquisition Corp | 499,927 | $4,964,275 |
| USO | United States Oil Fund, LP | 35,379 | $4,501,977 |
| CRAN | Crane Harbor Acquisition Corp. II | 294,405 | $2,917,553 |
| AGBK | AGI Inc | 394,368 | $2,867,054 |
| FVAV | Fortress Value Acquisition Corp. V | 262,988 | $2,637,769 |
| GTE | Gran Tierra Energy Inc. | 277,216 | $2,486,627 |
| KRAQ | KRAKacquisition Corp | 245,456 | $2,420,196 |
| GPRK | GeoPark Ltd | 245,045 | $2,327,927 |
| LIEN | Chicago Atlantic BDC, Inc. | 237,631 | $2,219,473 |
| No positions match the current search. | |||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value |
|---|---|---|---|
| EXAS | EXACT SCIENCES CORP | 674,621 | $68,514,502 |
| PIPR | Piper Sandler Companies | 294,624 | $25,021,677 |
| FUBO | FuboTV Inc. | 565,685 | $17,106,312 |
| AGL | agilon health, inc. | 491,939 | $8,473,649 |
| TGNA | TEGNA INC | 423,383 | $8,217,862 |
| GRTUF | Granite Real Estate Investment Trust | 74,492 | $4,409,181 |
| RERE | ATRenew Inc. | 808,934 | $4,287,350 |
| SKYQ | Sky Quarry Inc. | 2,249,882 | $4,031,788 |
| ADV | Advantage Solutions Inc. | 129,449 | $2,847,878 |
| GILT | Gilat Satellite Networks Ltd | 185,236 | $2,396,953 |
| NGD | New Gold Inc. /FI | 209,125 | $1,821,477 |
| HYAC | Haymaker Acquisition Corp. 4 | 100,000 | $1,138,000 |
| COOK | Traeger, Inc. | 21,017 | $1,134,918 |
| FTW | PRESIDIO PRODUCTION Co | 100,000 | $1,049,000 |
| BARK | Bark, Inc. | 86,935 | $1,048,434 |
| CGCT | Cartesian Growth Corp III | 99,853 | $1,027,986 |
| NOAH | Noah Holdings Ltd | 80,788 | $811,111 |
| SRI | Stoneridge Inc | 121,239 | $701,973 |
| DDL | Dingdong (Cayman) Ltd | 273,999 | $682,257 |
| TVGN | Tevogen Bio Holdings Inc. | 37,516 | $620,888 |
| IPEX | Inflection Point Acquisition Corp. V | 49,942 | $513,403 |
| EGHA | EGH Acquisition Corp. | 49,917 | $505,659 |
| BCAR | D. Boral ARC Acquisition I Corp. | 49,844 | $499,935 |
| OSS | One Stop Systems, Inc. | 68,394 | $491,068 |
| PERI | Perion Network Ltd. | 49,935 | $478,377 |
| No positions match the current search. | |||
4,143 positions ·
$1,189,623,208,554 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 4,143 positions by value
· page 1 of 83
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | Action |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 447,798,884 | $78,096,125,362 | 6.56% | History |
| AAPL |
Apple Inc.
Technology
|
Added | 231,622,141 | $58,783,383,151 | 4.94% | History |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 127,128,999 | $47,059,341,549 | 3.96% | History |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 168,937,577 | $35,184,629,150 | 2.96% | History |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 45,790,886 | $29,779,644,796 | 2.50% | History |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 50,180,811 | $28,709,947,385 | 2.41% | History |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 91,782,808 | $28,407,696,893 | 2.39% | History |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 70,925,551 | $20,395,351,436 | 1.71% | History |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 46,075,161 | $17,128,441,095 | 1.44% | History |
| MA |
Mastercard Inc
Financial Services
|
Added | 32,656,501 | $16,317,147,279 | 1.37% | History |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 63,096,344 | $15,423,270,317 | 1.30% | History |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 122,469,785 | $15,220,544,869 | 1.28% | History |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 85,599,509 | $14,522,812,685 | 1.22% | History |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 13,698,491 | $12,599,461,057 | 1.06% | History |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 56,741,691 | $12,340,750,365 | 1.04% | History |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 37,656,840 | $11,703,369,290 | 0.98% | History |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 111,988,240 | $10,401,467,722 | 0.87% | History |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 129,208,607 | $10,286,297,192 | 0.86% | History |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 37,109,610 | $8,768,258,640 | 0.74% | History |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 51,591,197 | $8,530,088,502 | 0.72% | History |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 23,984,642 | $8,105,609,752 | 0.68% | History |
| RTX |
RTX Corp
Industrials
|
Added | 41,351,406 | $7,976,686,209 | 0.67% | History |
| TXN |
Texas Instruments Inc
Technology
|
Added | 38,381,788 | $7,451,440,312 | 0.63% | History |
| DIS |
Walt Disney Co
Communication Services
|
Added | 76,893,065 | $7,410,953,594 | 0.62% | History |
| MS |
Morgan Stanley
Financial Services
|
Added | 43,578,279 | $7,171,677,366 | 0.60% | History |
| LRCX |
Lam Research Corp
Technology
|
Added | 32,712,933 | $6,989,445,252 | 0.59% | History |
| TT |
Trane Technologies plc
Industrials
|
Added | 16,735,421 | $6,974,319,337 | 0.59% | History |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 73,848,142 | $6,940,248,373 | 0.58% | History |
| ETN |
Eaton Corp plc
Industrials
|
Added | 19,300,911 | $6,903,356,829 | 0.58% | History |
| MMM |
3M Co
Industrials
|
Added | 46,431,098 | $6,743,188,350 | 0.57% | History |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 20,732,781 | $6,595,926,936 | 0.55% | History |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 132,271,796 | $6,448,250,045 | 0.54% | History |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 52,972,983 | $6,372,120,116 | 0.54% | History |
| APH |
Amphenol Corp /De/
Technology
|
Added | 49,270,578 | $6,225,337,518 | 0.52% | History |
| AXP |
American Express Co
Financial Services
|
Reduced | 20,408,323 | $6,173,109,528 | 0.52% | History |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 7,215,462 | $6,104,208,689 | 0.51% | History |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 62,954,396 | $6,053,065,166 | 0.51% | History |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 6,752,963 | $5,894,661,392 | 0.50% | History |
| INTU |
Intuit Inc.
Technology
|
Added | 13,098,859 | $5,663,684,643 | 0.48% | History |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 92,475,194 | $5,608,620,506 | 0.47% | History |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 34,798,932 | $5,403,926,140 | 0.45% | History |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 70,592,595 | $5,368,566,839 | 0.45% | History |
| DE |
Deere & Co
Industrials
|
Reduced | 9,490,443 | $5,345,966,532 | 0.45% | History |
| MU |
Micron Technology Inc
Technology
|
Added | 15,775,296 | $5,329,525,989 | 0.45% | History |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 19,102,541 | $5,168,956,556 | 0.43% | History |
| SYK |
Stryker Corp
Healthcare
|
Added | 15,596,897 | $5,124,984,375 | 0.43% | History |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 24,248,547 | $4,932,881,904 | 0.41% | History |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Reduced | 20,987,781 | $4,836,843,999 | 0.41% | History |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 33,202,858 | $4,795,820,799 | 0.40% | History |
| ORCL |
Oracle Corp
Technology
|
Reduced | 32,492,417 | $4,779,959,454 | 0.40% | History |