JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

EFOR — Everforth Inc

Top Portfolio Positions

4,161 positions · $1,220,817,124,272 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	3.85%
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 EFOR

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,310,246	292,179	+95.6%	Shares	Defined	2026-05-13
2025-12-31	$7,197,126	149,411	-51.0%	Shares	Other	2026-02-11
2025-09-30	$14,423,376	304,612	-27.6%	Shares	Defined	2025-11-26
2025-06-30	$20,993,614	420,461	+5.9%	Shares	Other	2025-08-12
2025-03-31	$25,028,074	397,145	+8.3%	Shares	Defined	2025-05-12
2024-12-31	$30,562,525	366,721	-21.3%	Shares	Defined	2025-02-12
2024-09-30	$43,419,912	465,729	+4.3%	Shares	Defined	2024-12-26
2024-06-30	$39,384,741	446,691	-4.6%	Shares	Defined	2024-12-26
2024-03-31	$49,064,028	468,347	-5.7%	Shares	Defined	2024-12-26
2023-12-31	$47,759,364	496,614	+98.0%	Shares	Defined	2024-12-26
2023-09-30	$20,482,482	250,765	-10.5%	Shares	Other	2023-11-14
2023-06-30	$21,179,951	280,047	+7.9%	Shares	Other	2023-08-11
2023-03-31	$21,464,271	259,638	+11.4%	Shares	Sole	2023-05-18
2022-12-31	$18,991,764	233,085	+0.3%	Shares	Defined	2023-02-13
2022-09-30	$21,000,359	232,382	-4.1%	Shares	Defined	2022-11-14
2022-06-30	$21,877,591	242,411	+22.1%	Shares	Defined	2022-08-11
2022-03-31	$23,164,366	198,478	-14.6%	Shares	Defined	2022-05-11
2021-12-31	$28,667,546	232,314	+20.7%	Shares	Defined	2022-02-11
2021-09-30	$21,778,656	192,493	-2.3%	Shares	Defined	2021-11-12
2021-06-30	$19,093,658	196,984	-7.6%	Shares	Defined	2021-08-12
2021-03-31	$20,353,533	213,260	+14.3%	Shares	Defined	2021-05-12
2020-12-31	$15,590,037	186,640	+26.5%	Shares	Defined	2021-02-19
2020-09-30	$9,379,485	147,569	+19.6%	Shares	Defined	2020-11-12
2020-06-30	$8,224,976	123,350	+1.4%	Shares	Defined	2020-08-11
2020-03-31	$4,298,053	121,689	—	Shares	Defined	2020-05-12
No 13F history on record for this holder in this stock.