JPMORGAN CHASE & CO
Top Portfolio Positions
4,143 positions ·
$1,189,623,208,554 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 CAKE
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,631,730 | 66,333 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,923,168 | 117,337 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $11,911,570 | 218,001 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $6,558,931 | 104,675 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,333,924 | 47,964 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $8,392,134 | 176,900 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $1,806,662 | 44,554 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $2,064,843 | 52,554 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $2,021,757 | 55,927 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $3,378,426 | 96,499 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $3,718,837 | 122,734 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $4,194,933 | 121,311 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $4,839,948 | 138,087 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $4,654,232 | 146,775 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,004,097 | 102,599 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,054,204 | 115,602 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,675,319 | 67,236 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $4,493,441 | 114,775 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,666,000 | 78,000 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,864,388 | 71,325 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,660,942 | 148,025 | Shares | Defined | 2021-05-12 | |
| 2020-09-30 | $2,575,187 | 92,833 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,883,175 | 169,423 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $3,972,773 | 232,598 | Shares | Defined | 2020-05-12 | |
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