JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

APPF — Appfolio Inc

Top Portfolio Positions

4,166 positions · $1,219,800,445,812 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	447,798,884	$78,096,125,362	6.40%
AAPL	Apple Inc. Technology	231,622,141	$58,783,383,151	4.82%
MSFT	Microsoft Corp Technology	127,128,999	$47,059,341,549	3.86%
AMZN	Amazon Com Inc Consumer Cyclical	168,937,577	$35,184,629,150	2.88%
SPY	Spdr S&P 500 ETF Trust	45,790,886	$29,779,644,796	2.44%
META	Meta Platforms, Inc. Communication Services	50,180,811	$28,709,947,385	2.35%
AVGO	Broadcom Inc. Technology	91,782,808	$28,407,696,893	2.33%
MCD	Mcdonalds Corp Consumer Cyclical	74,571,258	$23,176,001,260	1.90%
NEE	Nextera Energy Inc Utilities	221,191,561	$20,544,272,176	1.68%
GOOGL	Alphabet Inc. Communication Services	70,925,551	$20,395,351,436	1.67%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,056,867	108,078	+34.0%	Shares	Other	2026-05-13
2025-12-31	$18,764,848	80,657	+48.4%	Shares	Other	2026-02-11
2025-09-30	$14,980,190	54,343	+10.9%	Shares	Other	2025-11-26
2025-06-30	$11,282,566	48,995	-1.6%	Shares	Other	2025-08-12
2025-03-31	$10,944,200	49,769	-38.5%	Shares	Other	2025-05-12
2024-12-31	$19,961,866	80,909	-49.8%	Shares	Other	2025-02-12
2024-09-30	$37,964,838	161,278	+3.3%	Shares	Defined	2024-12-26
2024-06-30	$38,202,076	156,201	-6.4%	Shares	Other	2024-12-26
2024-03-31	$41,192,254	166,946	+54.7%	Shares	Defined	2024-12-26
2023-12-31	$18,700,735	107,947	+222.1%	Shares	Defined	2024-12-26
2023-09-30	$6,120,295	33,512	-31.9%	Shares	Defined	2023-11-14
2023-06-30	$8,469,974	49,204	+70.7%	Shares	Defined	2023-08-11
2023-03-31	$3,589,005	28,832	+27.4%	Shares	Defined	2023-05-18
2022-12-31	$2,385,696	22,639	+13.7%	Shares	Defined	2023-02-13
2022-09-30	$2,084,659	19,907	+1.4%	Shares	Defined	2022-11-14
2022-06-30	$1,780,260	19,641	+23.1%	Shares	Defined	2022-08-11
2022-03-31	$1,806,718	15,959	-76.2%	Shares	Defined	2022-05-11
2021-12-31	$8,102,786	66,932	-23.6%	Shares	Defined	2022-02-11
2021-09-30	$10,544,631	87,580	+1.4%	Shares	Defined	2021-11-12
2021-06-30	$12,194,736	86,365	+374.7%	Shares	Defined	2021-08-12
2021-03-31	$2,572,529	18,192	-60.5%	Shares	Defined	2021-05-12
2020-12-31	$8,283,279	46,008	+414.6%	Shares	Defined	2021-02-19
2020-09-30	$1,267,780	8,940	-1.9%	Shares	Defined	2020-11-12
2020-06-30	$1,483,426	9,117	-78.3%	Shares	Defined	2020-08-11
2020-03-31	$4,666,111	42,056	—	Shares	Defined	2020-05-12
No 13F history on record for this holder in this stock.