JPMORGAN CHASE & CO
Top Portfolio Positions
4,161 positions ·
$1,189,656,748,752 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 | 6.56% | |
| 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 HALO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,957,966 | 633,730 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $29,244,336 | 434,537 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $56,313,381 | 767,840 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $53,867,643 | 1,035,518 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $157,918,577 | 2,474,825 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $114,145,844 | 2,387,489 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $163,984,408 | 2,864,857 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $160,842,269 | 3,071,854 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $131,823,413 | 3,240,497 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $114,351,722 | 3,093,932 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $120,836,718 | 3,163,265 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $126,068,072 | 3,495,095 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $134,534,811 | 3,522,776 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $183,660,509 | 3,227,777 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $155,511,845 | 3,933,026 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $179,900,248 | 4,088,642 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $200,986,065 | 5,039,771 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $206,128,560 | 5,126,301 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $214,157,375 | 5,264,439 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $238,638,993 | 5,255,208 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $213,414,526 | 5,119,082 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $222,201,847 | 5,202,572 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $130,616,565 | 4,970,189 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $133,088,699 | 4,964,144 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $87,573,285 | 4,867,887 | Shares | Defined | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||