JPMORGAN CHASE & CO

CIK

19617

Location

NEW YORK, NY

Portfolio Value

Mega $1,186,105,993,599

Diversification

Diversified

Filing Date

Global Rank

#7 / 8,610 — · as of Mar 2026

Top Industry

Semiconductors 13.0%

3Y Alpha vs SPY

-3.4%

Period ended 4 months ago

Filed May 14, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.6%

SPY

+72.6%

Annualised alpha

-3.4%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

4,179 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.6%

−0.6 pts

Top 5

21.0%

−3.2 pts

Top 10

30.3%

−3.8 pts

HHI

143

Diversified−32

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.5%	$362,027,714,415	556
Healthcare	11.6%	$137,329,773,950	759
Financial Services	11.6%	$137,329,660,545	797
Consumer Cyclical	10.6%	$125,803,925,944	402
Industrials	9.3%	$110,635,970,301	506
Communication Services	6.9%	$82,285,040,524	176
Consumer Defensive	5.0%	$59,375,401,953	165
Energy	4.3%	$50,660,964,461	211
Unclassified	3.0%	$35,682,100,866	59
Utilities	2.8%	$32,771,661,808	100
Real Estate	2.4%	$28,249,488,072	220
Basic Materials	2.0%	$23,954,290,760	228

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added 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	ExxonMobil Holdings 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
TTE	TotalEnergies SE	29,225,535	$1,911,934,490
LNG	Cheniere Energy, Inc.	3,539,354	$688,015,016
WPC	W. P. Carey Inc.	3,298,513	$212,292,292
UTHR	UNITED THERAPEUTICS Corp	262,215	$127,764,254
NTAP	NetApp, Inc.	1,160,885	$124,319,168
THC	Tenet Healthcare Corp	422,868	$84,032,324
EXAS	EXACT SCIENCES CORP	674,621	$68,514,502
CTRE	CareTrust REIT, Inc.	1,321,661	$47,791,257
DVA	Davita Inc.	238,289	$27,072,007
AGNC	AGNC Investment Corp.	1,834,748	$19,668,495
TGNA	TEGNA INC	423,383	$8,217,862
FGDL	Franklin Templeton Holdings Trust	107,504	$6,192,230
GRTUF	Granite Real Estate Investment Trust	74,492	$4,409,181
RERE	ATRenew Inc.	808,934	$4,287,350
GILT	Gilat Satellite Networks Ltd	185,236	$2,396,953
NGD	New Gold Inc. /FI	209,125	$1,821,477
BBDC	Barings BDC, Inc.	138,234	$1,268,988
HYAC	Haymaker Acquisition Corp. 4	100,000	$1,138,000
BARK	Bark, Inc.	86,935	$1,048,434
FAC	Factorial Energy Inc.	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
IPEX	Inflection Point Acquisition Corp. V	49,942	$513,403
EGHA	EGH Acquisition Corp.	49,917	$505,659
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4,179 positions · $1,186,105,993,599 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 4,179 positions by value · page 1 of 84

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	447,798,884	-8,342,254	$78,096,125,362	−8.2%	6.58%
AAPL	Apple Inc. Technology	Added	231,622,141	+6,203,030	$58,783,383,151	−4.1%	4.96%
MSFT	Microsoft Corp Technology	Reduced	127,128,999	-20,630,851	$47,059,341,549	−34.1%	3.97%
AMZN	Amazon Com Inc Consumer Cyclical	Added	168,937,577	+8,891,287	$35,184,629,150	−4.8%	2.97%
SPY	Spdr S&P 500 ETF Trust	Added	45,790,886	+1,230,464	$29,779,644,796	−2.0%	2.51%
META	Meta Platforms, Inc. Communication Services	Added	50,180,811	+6,325,302	$28,709,947,385	−0.8%	2.42%
AVGO	Broadcom Inc. Technology	Reduced	91,782,808	-1,976,042	$28,407,696,893	−12.5%	2.40%
GOOGL	Alphabet Inc. Communication Services	Added	70,925,551	+6,270,810	$20,395,351,436	+0.8%	1.72%
TSLA	Tesla, Inc. Consumer Cyclical	Added	46,075,161	+1,483,545	$17,128,441,095	−14.6%	1.44%
MA	Mastercard Inc Financial Services	Added	32,656,501	+1,442,277	$16,317,147,279	−8.4%	1.38%
JNJ	Johnson & Johnson Healthcare	Added	63,096,344	+4,538,106	$15,423,270,317	+27.3%	1.30%
WMT	Walmart Inc. Consumer Defensive	Added	122,469,785	+7,036,146	$15,220,544,869	+18.4%	1.28%
XOM	ExxonMobil Holdings Corp Energy	Added	85,599,509	+15,223,344	$14,522,812,685	+71.5%	1.22%
LLY	ELI LILLY & Co Healthcare	Added	13,698,491	+700,545	$12,599,461,057	−9.8%	1.06%
ABBV	AbbVie Inc. Healthcare	Added	56,741,691	+4,348,368	$12,340,750,365	+3.1%	1.04%
MCD	Mcdonalds Corp Consumer Cyclical	Added	37,656,840	+5,874,607	$11,703,369,290	+20.5%	0.99%
NEE	Nextera Energy Inc Utilities	Added	111,988,240	+9,951,611	$10,401,467,722	+27.0%	0.88%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	129,208,607	-1,642,473	$10,286,297,192	−15.7%	0.87%
LOW	Lowes Companies Inc Consumer Cyclical	Added	37,109,610	+1,043,391	$8,768,258,640	+0.8%	0.74%
PM	Philip Morris International Inc. Consumer Defensive	Added	51,591,197	+9,879,834	$8,530,088,502	+27.5%	0.72%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	23,984,642	-1,197,898	$8,105,609,752	+5.9%	0.68%
RTX	RTX Corp Industrials	Added	41,351,406	+9,241,010	$7,976,686,209	+35.4%	0.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	16,361,338	+3,477,753	$7,840,353,163	+21.1%	0.66%
TXN	Texas Instruments Inc Technology	Added	38,381,788	+10,056,903	$7,451,440,312	+51.6%	0.63%
DIS	Walt Disney Co Communication Services	Added	76,893,065	+312,995	$7,410,953,594	−14.9%	0.62%
MS	Morgan Stanley Financial Services	Added	43,578,279	+7,863,826	$7,171,677,366	+13.1%	0.60%
LRCX	Lam Research Corp Technology	Added	32,712,933	+9,204,337	$6,989,445,252	+73.7%	0.59%
TT	Trane Technologies plc Industrials	Added	16,735,421	+298,798	$6,974,319,337	+9.0%	0.59%
SCHW	Schwab Charles Corp Financial Services	Added	73,848,142	+6,657,227	$6,940,248,373	+3.4%	0.59%
ETN	Eaton Corp plc Industrials	Added	19,300,911	+1,121,714	$6,903,356,829	+19.2%	0.58%
MMM	3M Co Industrials	Added	46,431,098	+876,725	$6,743,188,350	−7.5%	0.57%
ADI	Analog Devices Inc Technology	Reduced	20,732,781	-1,735,896	$6,595,926,936	+8.2%	0.56%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	132,271,796	-29,300,484	$6,448,250,045	−27.4%	0.54%
MRK	Merck & Co., Inc. Healthcare	Added	52,972,983	+23,773,005	$6,372,120,116	+107.3%	0.54%
APH	Amphenol Corp /De/ Technology	Added	49,270,578	+14,945,430	$6,225,337,518	+34.2%	0.52%
AXP	American Express Co Financial Services	Reduced	20,408,323	-624,635	$6,173,109,528	−20.7%	0.52%
GS	Goldman Sachs Group Inc Financial Services	Reduced	7,215,462	-659,500	$6,104,208,689	−11.8%	0.51%
NFLX	Netflix Inc Communication Services	Reduced	62,954,396	-580,786	$6,053,065,166	+1.6%	0.51%
GEV	GE Vernova Inc. Industrials	Added	6,752,963	+408,532	$5,894,661,392	+42.2%	0.50%
INTU	Intuit Inc. Technology	Added	13,098,859	+1,389,075	$5,663,684,643	−27.0%	0.48%
BMY	Bristol Myers Squibb Co Healthcare	Added	92,475,194	+17,107,541	$5,608,620,506	+38.0%	0.47%
PEP	Pepsico Inc Consumer Defensive	Added	34,798,932	+5,204,430	$5,403,926,140	+27.2%	0.46%
KO	Coca Cola Co Consumer Defensive	Added	70,592,595	+548,336	$5,368,566,839	+9.6%	0.45%
DE	Deere & Co Industrials	Reduced	9,490,443	-121,704	$5,345,966,532	+19.5%	0.45%
MU	Micron Technology Inc Technology	Added	15,775,296	+2,621,597	$5,329,525,989	+42.0%	0.45%
UNH	Unitedhealth Group Inc Healthcare	Added	19,102,541	+1,903,448	$5,168,956,556	−9.0%	0.44%
SYK	Stryker Corp Healthcare	Added	15,596,897	+3,451,783	$5,124,984,375	+20.1%	0.43%
AMD	Advanced Micro Devices Inc Technology	Added	24,248,547	+3,336,658	$4,932,881,904	+10.1%	0.42%
HWM	Howmet Aerospace Inc. Industrials	Reduced	20,987,781	-6,740,091	$4,836,843,999	−14.9%	0.41%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	33,202,858	+12,990,802	$4,795,820,799	+65.6%	0.40%