JPMORGAN CHASE & CO
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 |
|---|---|---|---|---|---|
| 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 | 3.86% | |
| 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 HEI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,396,380 | 81,679 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $78,562,148 | 242,783 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $112,812,997 | 349,461 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $111,138,208 | 338,836 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $80,774,204 | 302,310 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $65,409,640 | 275,131 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $56,873,726 | 217,507 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $41,677,545 | 186,385 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $34,305,701 | 179,611 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $18,244,558 | 101,999 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $19,705,905 | 121,694 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $25,882,424 | 146,278 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $23,222,097 | 135,770 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $20,714,816 | 134,827 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,775,564 | 130,404 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $17,294,464 | 131,898 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $12,770,380 | 83,173 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $11,788,684 | 81,741 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,860,606 | 67,192 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $15,366,451 | 110,217 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,404,932 | 11,168 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $9,294,080 | 70,197 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $1,002,745 | 9,581 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $1,768,585 | 17,748 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $1,665,292 | 22,320 | Shares | Defined | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||