JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

HRB — H&R Block 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	$17,977,851	566,410	-10.3%	Shares	Other	2026-05-13
2025-12-31	$27,521,245	631,511	-2.8%	Shares	Other	2026-02-11
2025-09-30	$32,862,100	649,834	-12.1%	Shares	Other	2025-11-26
2025-06-30	$40,570,676	739,127	-21.7%	Shares	Other	2025-08-12
2025-03-31	$51,802,419	943,406	+46.4%	Shares	Other	2025-05-12
2024-12-31	$34,050,990	644,417	-14.6%	Shares	Other	2025-02-12
2024-09-30	$47,934,932	754,287	+3.5%	Shares	Other	2024-12-26
2024-06-30	$39,536,539	729,053	+8.9%	Shares	Other	2024-12-26
2024-03-31	$32,867,158	669,256	+9.8%	Shares	Other	2024-12-26
2023-12-31	$29,495,150	609,782	+1.7%	Shares	Other	2024-12-26
2023-09-30	$25,818,255	599,588	-19.1%	Shares	Other	2023-11-14
2023-06-30	$23,617,355	741,053	+9.5%	Shares	Other	2023-08-11
2023-03-31	$23,863,472	676,978	+8.5%	Shares	Other	2023-05-18
2022-12-31	$22,779,462	623,924	-17.5%	Shares	Defined	2023-02-13
2022-09-30	$32,156,705	755,917	+26.0%	Shares	Defined	2022-11-14
2022-06-30	$21,187,794	599,881	-0.7%	Shares	Defined	2022-08-11
2022-03-31	$15,728,704	604,021	+4.0%	Shares	Defined	2022-05-11
2021-12-31	$13,687,910	580,981	+24.2%	Shares	Defined	2022-02-11
2021-09-30	$11,698,675	467,947	-37.1%	Shares	Defined	2021-11-12
2021-06-30	$17,473,790	744,199	-1.8%	Shares	Defined	2021-08-12
2021-03-31	$16,512,757	757,466	-4.4%	Shares	Defined	2021-05-12
2020-12-31	$12,562,020	792,057	-51.8%	Shares	Defined	2021-02-19
2020-09-30	$26,785,234	1,644,275	+7.0%	Shares	Other	2020-11-12
2020-06-30	$21,946,257	1,536,853	+45.0%	Shares	Other	2020-08-11
2020-03-31	$14,923,796	1,059,929	—	Shares	Other	2020-05-12
No 13F history on record for this holder in this stock.