JPMORGAN CHASE & CO

Bank

CIK

19617

Location

NEW YORK, NY

Portfolio Value

Mega $1,645,759,237,622

Diversification

Diversified

Reports for

J.P. Morgan Trust Co of Delaware JPMorgan Chase Bank, N.A. J.P. Morgan Investment Management Inc. J.P. Morgan Securities LLC J.P. Morgan Securities plc JPMorgan Asset Management (UK) Ltd JPMorgan Asset Management (Canada) Inc. J.P. Morgan Private Investments Inc.

+ 9 more

J.P. Morgan (Suisse) SA JPMorgan Asset Management (Asia Pacific) Ltd JPMorgan Asset Management (Japan) Ltd JPMorgan Asset Management (Taiwan) Ltd SECURITY CAPITAL RESEARCH & MANAGEMENT INC 55I, LLC J.P. Morgan SE J.P. Morgan Markets Ltd J.P. MORGAN MANSART MANAGEMENT Ltd

Filing Date

Global Rank

#8 / 8,807 —

Top Industry

Semiconductors 16.7%

Period ended 4 months ago

Filed Aug 12, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Bank

SEC filer profile, Oct 17, 2026

SIC code

6021

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 31.8%, 69.1 effective positions, active share 27.6%; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

24.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 24.8 quarters (12+), a floor since 89.5% of the book was already held when coverage starts

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share against every 13F filer's combined book at 20% or less, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

4,623 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.5%

−0.1 pts

Top 5

21.7%

+0.1 pts

Top 10

31.8%

+0.4 pts

HHI

145

Diversified+4

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.6%	$537,302,658,161	577
Unclassified	15.0%	$246,888,671,409	278
Financial Services	9.2%	$151,691,635,076	922
Communication Services	8.3%	$136,593,584,632	185
Industrials	8.3%	$136,370,548,557	530
Healthcare	7.9%	$129,984,863,373	781
Consumer Cyclical	7.8%	$128,121,098,454	403
Consumer Defensive	3.2%	$52,756,238,799	166
Energy	2.6%	$43,471,508,980	216
Utilities	1.8%	$30,410,272,132	100
Real Estate	1.6%	$26,934,120,165	223
Basic Materials	1.5%	$25,234,037,884	242

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+49,514,766	856,072,653	$379,828,460
GOOGL	Alphabet Inc.	+40,253,321	230,990,188	$81,612,378,164
EDV	Vanguard World Funds Extended Duration ETF	+37,103,023	51,242,404	$6,447,728,751
GLW	Corning Inc /Ny	+24,145,071	36,016,393	$9,199,667,253
BNDX	Vanguard Total International Bond ETF	+21,645,330	310,184,158	$15,022,218,767
BKNG	Booking Holdings Inc.	+17,766,289	18,836,495	$3,357,416,860
INTC	Intel Corp	+17,692,006	50,425,548	$7,040,919,256
CMG	Chipotle Mexican Grill Inc	+17,021,297	66,168,691	$2,249,735,494
AMD	Advanced Micro Devices Inc	+16,060,686	40,309,233	$23,416,036,530
F	Ford Motor Co	+14,792,740	32,229,131	$447,984,912
KVUE	Kenvue Inc.	+13,397,249	26,248,231	$501,603,688
CSCO	Cisco Systems, Inc.	+13,141,160	48,926,967	$5,746,961,535
VB	Vanguard Morningstar Small-Cap ETF	+12,968,039	56,010,761	$21,616,235,827
FNDA	Schwab Fundamental U.S. Small Company ETF	+12,933,942	95,776,459	$2,583,559,189
LRCX	Lam Research Corp	+12,604,546	45,317,479	$19,637,423,164
BKR	Baker Hughes Co	+11,739,071	69,935,638	$3,881,427,905
AFRM	Affirm Holdings, Inc.	+11,425,906	16,722,922	$1,363,754,281
IVZ	Invesco Ltd.	+11,411,745	36,463,491	$2,013,441,501
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+11,125,262	14,431,696	$1,299,661,744
AAAD	PGIM AAA CLO Aggregate Duration ETF	+10,707,353	52,072,447	$2,572,193,432
CP	Canadian Pacific Kansas City Ltd/Cn	+10,625,372	26,369,828	$2,284,945,587
TACN	T. Rowe Price Active Core International Equity ETF	+10,442,811	11,442,279	$537,210,805
VCRM	Vanguard Core Tax-Exempt Bond ETF	+10,228,051	54,969,089	$2,783,585,109
MU	Micron Technology Inc	+10,060,715	25,836,011	$29,822,249,126
FCX	Freeport-Mcmoran Inc	+10,056,398	30,998,642	$1,949,504,588
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	−26,260,338	36,976,352	$907,769,433
WMT	Walmart Inc.	−26,159,864	96,309,921	$10,908,061,642
SNAP	Snap Inc	−25,984,946	518,981	$2,304,272
SCHW	Schwab Charles Corp	−24,682,956	49,165,186	$4,536,471,700
MDT	Medtronic plc	−23,189,070	27,784,471	$2,173,579,157
STT	State Street Corp	−22,875,843	128,583,381	$7,407,051,210
T	At&T Inc.	−21,311,426	96,916,024	$2,006,161,687
XOM	ExxonMobil Holdings Corp	−21,142,217	64,457,292	$8,812,600,953
BMY	Bristol Myers Squibb Co	−20,761,752	71,713,442	$4,132,128,518
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−19,860,234	962,055,721	$68,190,289,797
NFLX	Netflix Inc	−18,631,906	44,322,490	$3,164,625,777
NOW	ServiceNow, Inc.	−17,047,662	13,949,279	$1,384,884,410
BABA	Alibaba Group Holding Ltd	−16,072,747	4,418,393	$424,077,352
KO	Coca Cola Co	−15,107,908	55,484,687	$4,509,240,502
WFC	Wells Fargo & Company/Mn	−14,969,907	114,238,700	$9,440,686,157
DOC	Healthpeak Properties, Inc.	−14,539,224	30,192,317	$646,115,578
HPE	Hewlett Packard Enterprise Co	−14,502,121	40,050,764	$1,806,689,954
LUMN	Lumen Technologies, Inc.	−13,848,837	8,622,421	$66,220,188
INSM	INSMED Inc	−13,722,329	10,428,170	$1,111,851,478
GILD	Gilead Sciences, Inc.	−13,171,789	20,820,621	$2,630,477,247
NKE	NIKE, Inc.	−12,932,896	6,758,095	$277,419,791
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−12,203,593	96,764,946	$10,285,375,343
ABT	Abbott Laboratories	−11,671,201	15,095,898	$1,369,801,775
FIS	Fidelity National Information Services, Inc.	−11,134,106	26,586,116	$1,033,668,182
SO	Southern Co	−10,657,046	32,778,201	$3,137,201,608
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	15,563,576	$2,659,192,588
HONA	Honeywell Aerospace Inc.	3,881,348	$858,088,410
CBRS	Cerebras Systems Inc.	3,100,806	$685,278,126
INIO	Innio N.V.	12,353,527	$488,581,989
FRVO	Fervo Energy Co	7,566,646	$221,173,058
FDXF	FedEx Freight Holding Company, Inc.	1,333,133	$201,303,083
DPC	DPC Holdings PLC	2,691,463	$132,043,173
DMRA	Damora Therapeutics, Inc.	2,058,933	$53,552,845
KARD	Kardigan, Inc.	1,790,734	$42,709,005
COAG	Hemab Therapeutics Holdings, Inc.	1,152,420	$42,328,385
SPTX	Seaport Therapeutics, Inc.	1,815,845	$39,440,152
ARXS	Arxis, Inc.	787,487	$36,334,649
BFLX	Cann American Corp.	1,306,721	$33,478,191
MWH	SOLV Energy, Inc.	923,813	$31,455,831
AVEX	AEVEX Corp.	1,369,363	$28,605,991
PBLS	Parabilis Medicines, Inc.	1,042,772	$28,540,667
LFTO	Liftoff Mobile, Inc.	1,086,710	$26,102,773
INFQ	Infleqtion, Inc.	1,788,741	$23,826,028
OCTV	Octave Intelligence plc	1,436,463	$23,414,345
VGNT	Versigent PLC	545,848	$22,931,069
WSE	Wise Group plc	1,183,601	$14,096,685
NEWP	New Pacific Metals Corp	2,354,858	$9,466,529
BGCG	Baillie Gifford International Concentrated Growth ETF	280,026	$6,981,081
SHAZ	SharonAI Holdings Inc.	71,577	$6,059,708
STRO	Sutro Biopharma, Inc.	159,627	$5,299,615
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
FNUC	Frontier Nuclear & Minerals Inc.	16,009,164	$44,985,750
TXO	TXO Partners, L.P.	481,656	$6,059,232
GPRK	GeoPark Ltd	245,045	$2,327,927
LIEN	Chicago Atlantic BDC, Inc.	237,631	$2,219,473
MQ	Marqeta, Inc.	345,993	$1,411,651
ALIT	Alight, Inc. / Delaware	2,091,139	$1,219,132
BGSI	Boyd Group Services Inc.	8,692	$1,111,358
SKYQ	Sky Quarry Inc.	281,235	$722,773
ALF	Centurion Acquisition Corp.	49,898	$536,902
VLOS	Velos Acquisition I Corp.	44,715	$480,239
PTA	Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund	25,000	$468,500
SMWB	Similarweb Ltd.	175,207	$457,289
GRVY	GRAVITY Co., Ltd.	5,246	$325,042
USAS	Americas Gold & Silver Corp	61,354	$320,266
GOTU	Gaotu Techedu Inc.	135,868	$266,301
HTT	High Templar Tech Ltd	128,941	$250,145
ASA	ASA Gold & Precious Metals Ltd	3,494	$216,732
JGH	Nuveen Global High Income Fund	14,313	$174,904
SHMD	SCHMID Group N.V.	30,786	$163,165
NINE	Nine Energy Service, Inc.	15,531	$127,353
DAVA	Endava plc	28,329	$125,214
NKLR	Terra Innovatum Global N.V.	20,819	$96,600
UROY	Uranium Royalty Corp.	25,076	$91,526
DDI	DoubleDown Interactive Co., Ltd.	7,099	$59,986
GRO	Brazil Potash Corp.	18,306	$59,311
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

4,623 tracked positions · $1,645,759,237,622 total · filing declares 34,064 positions · $1,807,041,234,839 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 4,623 positions by value · page 1 of 93

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	449,404,578	+1,605,694	$89,921,362,001	+15.1%	5.46%
GOOGL	Alphabet Inc. Communication Services	Added	230,990,188	+40,253,321	$81,612,378,164	+49.0%	4.96%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	962,055,721	-19,860,234	$68,190,289,797	+4.5%	4.14%
AAPL	Apple Inc. Technology	Reduced	228,762,008	-2,860,133	$66,194,574,622	+12.6%	4.02%
MSFT	Microsoft Corp Technology	Added	135,173,516	+8,044,517	$50,422,424,930	+7.1%	3.06%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	167,979,147	-958,430	$40,036,149,886	+13.8%	2.43%
AVGO	Broadcom Inc. Technology	Added	95,016,148	+3,233,340	$35,892,349,899	+26.3%	2.18%
SPY	Spdr S&P 500 ETF Trust	Added	47,650,227	+1,859,341	$35,583,760,010	+19.5%	2.16%
MU	Micron Technology Inc Technology	Added	25,836,011	+10,060,715	$29,822,249,126	+459.6%	1.81%
META	Meta Platforms, Inc. Communication Services	Reduced	45,944,387	-4,236,424	$25,880,013,740	−9.9%	1.57%
AMD	Advanced Micro Devices Inc Technology	Added	40,309,233	+16,060,686	$23,416,036,530	+374.7%	1.42%
VB	Vanguard Morningstar Small-Cap ETF	Added	56,010,761	+12,968,039	$21,616,235,827	+6760.3%	1.31%
LRCX	Lam Research Corp Technology	Added	45,317,479	+12,604,546	$19,637,423,164	+181.0%	1.19%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	41,972,287	-4,102,874	$17,653,543,904	+3.1%	1.07%
LLY	ELI LILLY & Co Healthcare	Reduced	12,598,524	-1,099,967	$15,111,048,894	+19.9%	0.92%
BNDX	Vanguard Total International Bond ETF	Added	310,184,158	+21,645,330	$15,022,218,767	+8.4%	0.91%
JNJ	Johnson & Johnson Healthcare	Reduced	58,301,609	-4,794,735	$14,806,859,626	−4.0%	0.90%
MA	Mastercard Inc Financial Services	Reduced	28,228,027	-4,428,474	$14,497,914,658	−11.1%	0.88%
BNDW	Vanguard Total World Bond ETF	Reduced	216,273,655	-4,850,750	$14,054,264,201	−1.3%	0.85%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	197,817,469	-4,504,565	$14,014,012,904	−3.1%	0.85%
APH	Amphenol Corp /De/ Technology	Reduced	39,198,712	-10,071,866	$13,823,033,791	+11.0%	0.84%
ABBV	AbbVie Inc. Healthcare	Reduced	47,862,796	-8,878,895	$12,044,193,975	−2.4%	0.73%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	23,829,286	-155,356	$11,380,152,108	+40.4%	0.69%
WMT	Walmart Inc. Consumer Defensive	Reduced	96,309,921	-26,159,864	$10,908,061,642	−28.3%	0.66%
WDC	Western Digital Corp Technology	Reduced	17,007,789	-504,359	$10,863,214,982	+129.3%	0.66%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	96,764,946	-12,203,593	$10,285,375,343	−1.6%	0.62%
NEE	Nextera Energy Inc Utilities	Added	116,048,771	+4,060,531	$10,185,600,620	−2.1%	0.62%
AMAT	Applied Materials Inc /De Technology	Added	13,886,053	+8,961,198	$10,039,616,319	+496.4%	0.61%
TXN	Texas Instruments Inc Technology	Reduced	32,449,245	-5,932,543	$9,672,146,447	+29.8%	0.59%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	114,238,700	-14,969,907	$9,440,686,157	−8.2%	0.57%
MS	Morgan Stanley Financial Services	Added	44,363,477	+785,198	$9,273,741,221	+29.3%	0.56%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	131,624,844	-6,195,262	$9,225,191,984	+5.0%	0.56%
GLW	Corning Inc /Ny Technology	Added	36,016,393	+24,145,071	$9,199,667,253	+469.9%	0.56%
SNDK	Sandisk Corp Technology	Added	3,941,436	+2,512,574	$8,961,761,265	+887.2%	0.54%
XOM	ExxonMobil Holdings Corp Energy	Reduced	64,457,292	-21,142,217	$8,812,600,953	−39.3%	0.54%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	48,189,101	-3,402,096	$8,717,890,250	+2.2%	0.53%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	31,923,726	-5,733,114	$8,629,302,366	−26.3%	0.52%
UNH	Unitedhealth Group Inc Healthcare	Added	20,246,047	+1,143,506	$8,414,864,505	+62.8%	0.51%
GS	Goldman Sachs Group Inc Financial Services	Added	8,039,070	+823,608	$8,130,474,215	+33.2%	0.49%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	36,201,345	-908,265	$7,982,034,547	−9.0%	0.49%
CAT	Caterpillar Inc Industrials	Added	7,325,731	+4,385,152	$7,801,170,936	+274.5%	0.47%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	131,583,164	-688,632	$7,497,608,674	+16.3%	0.46%
STT	State Street Corp Financial Services	Reduced	128,583,381	-22,875,843	$7,407,051,210	−7.1%	0.45%
PANW	Palo Alto Networks Inc Technology	Added	21,715,578	+8,246,242	$7,405,446,401	+242.9%	0.45%
GEV	GE Vernova Inc. Industrials	Reduced	6,253,305	-499,658	$7,346,757,902	+24.6%	0.45%
DIS	Walt Disney Co Communication Services	Reduced	75,807,759	-1,085,306	$7,296,496,794	−1.5%	0.44%
ETN	Eaton Corp plc Industrials	Reduced	16,785,110	-2,515,801	$7,152,471,063	+3.6%	0.43%
RTX	RTX Corp Industrials	Reduced	37,167,727	-4,183,679	$7,051,832,833	−11.6%	0.43%
INTC	Intel Corp Technology	Added	50,425,548	+17,692,006	$7,040,919,256	+387.4%	0.43%
AXP	American Express Co Financial Services	Added	20,459,941	+51,618	$6,920,575,034	+12.1%	0.42%

Showing the top 50 of 4,623 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.