JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

FISI — Financial Institutions 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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,703,022	242,921	-15.7%	Shares	Other	2026-05-13
2025-12-31	$8,979,359	288,077	-23.7%	Shares	Other	2026-02-11
2025-09-30	$10,274,526	377,740	+10.2%	Shares	Defined	2025-11-26
2025-06-30	$8,803,975	342,834	+3.7%	Shares	Defined	2025-08-12
2025-03-31	$8,253,096	330,653	+437.8%	Shares	Defined	2025-05-12
2024-12-31	$1,677,896	61,484	+239.5%	Shares	Defined	2025-02-12
2024-09-30	$461,209	18,108	+32.7%	Shares	Defined	2024-12-26
2024-06-30	$263,658	13,647	-85.2%	Shares	Defined	2024-12-26
2024-03-31	$1,738,665	92,384	-25.6%	Shares	Defined	2024-12-26
2023-12-31	$2,646,480	124,248	+40.1%	Shares	Defined	2024-12-26
2023-09-30	$1,492,163	88,661	-7.8%	Shares	Defined	2023-11-14
2023-06-30	$1,512,848	96,115	-4.2%	Shares	Defined	2023-08-11
2023-03-31	$1,934,206	100,322	-37.9%	Shares	Defined	2023-05-18
2022-12-31	$3,934,625	161,520	+2.8%	Shares	Defined	2023-02-13
2022-09-30	$3,781,083	157,087	-3.8%	Shares	Defined	2022-11-14
2022-06-30	$4,247,894	163,255	+2.9%	Shares	Defined	2022-08-11
2022-03-31	$4,779,459	158,628	-14.7%	Shares	Defined	2022-05-11
2021-12-31	$5,916,960	186,068	+2.0%	Shares	Defined	2022-02-11
2021-09-30	$5,592,244	182,455	-4.4%	Shares	Defined	2021-11-12
2021-06-30	$5,722,860	190,762	-16.6%	Shares	Defined	2021-08-12
2021-03-31	$6,929,805	228,782	-16.7%	Shares	Defined	2021-05-12
2020-12-31	$6,178,140	274,584	+0.9%	Shares	Defined	2021-02-19
2020-09-30	$4,190,139	272,087	-8.6%	Shares	Defined	2020-11-12
2020-06-30	$5,541,870	297,790	-6.9%	Shares	Defined	2020-08-11
2020-03-31	$5,801,333	319,809	—	Shares	Defined	2020-05-12
No 13F history on record for this holder in this stock.