JPMORGAN CHASE & CO
Top Portfolio Positions
4,161 positions ·
$1,220,817,124,272 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 | 3.85% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CSWC
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,942 | 14,690 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $410,173 | 18,518 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $553,254 | 25,309 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $185,642 | 8,423 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $735,466 | 32,951 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $856,630 | 39,259 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $95,950 | 3,794 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $126,144 | 4,835 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $162,239 | 6,500 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $102,194 | 4,312 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $98,744 | 4,312 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $95,878 | 4,862 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $86,446 | 4,862 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $181,670 | 10,624 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $361,804 | 21,358 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $351,822 | 19,100 | Shares | Defined | 2022-08-11 | |
| 2021-12-31 | $162,348 | 6,422 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $11,859 | 471 | Shares | Defined | 2021-11-12 | |
| 2021-03-31 | $4,830 | 218 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,153 | 234 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $4,313 | 307 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,138 | 307 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $65,813 | 5,763 | Shares | Defined | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||