JPMORGAN CHASE & CO
Top Portfolio Positions
4,143 positions ·
$1,189,613,691,516 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
447,798,884 | $78,096,125,362 | 6.56% |
| AAPL |
Apple Inc.
Technology
|
231,622,141 | $58,783,383,151 | 4.94% |
| MSFT |
Microsoft Corp
Technology
|
127,128,999 | $47,059,341,549 | 3.96% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
168,937,577 | $35,184,629,150 | 2.96% |
| SPY |
Spdr S&P 500 ETF Trust
|
45,790,886 | $29,779,644,796 | 2.50% |
| META |
Meta Platforms, Inc.
Communication Services
|
50,180,811 | $28,709,947,385 | 2.41% |
| AVGO |
Broadcom Inc.
Technology
|
91,782,808 | $28,407,696,893 | 2.39% |
| GOOGL |
Alphabet Inc.
Communication Services
|
70,925,551 | $20,395,351,436 | 1.71% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
46,075,161 | $17,128,441,095 | 1.44% |
| MA |
Mastercard Inc
Financial Services
|
32,656,501 | $16,317,147,279 | 1.37% |
Portfolio Trend
Holdings in BUR
Shares Held
Position Value (USD)
21 of 21 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $790,189 | 174,821 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,399,555 | 717,439 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,159,589 | 765,852 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $15,117,639 | 1,060,143 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $10,824,339 | 819,405 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $7,004,275 | 549,355 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,705,201 | 279,427 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $3,250,387 | 249,072 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $6,908,110 | 432,568 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $12,988,216 | 832,578 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $12,636,204 | 902,586 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,964,890 | 653,932 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,134,182 | 283,380 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $21,161,230 | 2,596,470 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,795,967 | 1,706,129 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,781,821 | 672,133 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $374,345 | 40,734 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $217,715 | 20,617 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $271,046 | 24,663 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,209,866 | 1,271,402 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $7,009,065 | 778,785 | Shares | Defined | 2021-05-12 | |
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