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JPMORGAN CHASE & CO

CIK
19617
City
NEW YORK
State / Country
NY

Top Portfolio Positions

4,166 positions · $1,219,800,445,812 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in CWT

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $6,850,281 151,087
2025-12-31 $9,787,636 225,886
2025-09-30 $12,722,769 277,245
2025-06-30 $10,988,782 241,618
2025-03-31 $12,461,581 257,152
2024-12-31 $13,993,549 308,704
2024-09-30 $8,765,256 161,661
2024-06-30 $5,035,683 103,850
2024-03-31 $10,459,112 225,024
2023-12-31 $9,457,972 182,340
2023-09-30 $5,548,655 117,283
2023-06-30 $8,422,708 163,136
2023-03-31 $8,045,043 138,231
2022-12-31 $5,830,773 96,154
2022-09-30 $5,113,983 97,058
2022-06-30 $5,410,123 97,392
2022-03-31 $6,355,407 107,210
2021-12-31 $5,287,170 73,576
2021-09-30 $4,662,893 79,126
2021-06-30 $9,688,062 174,434
2021-03-31 $11,338,593 201,253
2020-12-31 $8,066,732 149,301
2020-09-30 $5,731,575 131,912
2020-06-30 $4,449,692 93,285
2020-03-31 $8,908,249 177,032