JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

HTBK — HERITAGE COMMERCE CORP

Top Portfolio Positions

4,166 positions · $1,219,800,445,812 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	3.86%
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 HTBK

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,979,871	1,440,695	-12.8%	Shares	Defined	2026-05-13
2025-12-31	$19,851,471	1,652,912	-12.3%	Shares	Defined	2026-02-11
2025-09-30	$18,705,188	1,883,705	+2.4%	Shares	Defined	2025-11-26
2025-06-30	$18,258,855	1,838,757	-5.5%	Shares	Defined	2025-08-12
2025-03-31	$18,532,381	1,946,679	-4.9%	Shares	Defined	2025-05-12
2024-12-31	$19,195,323	2,046,410	-11.5%	Shares	Defined	2025-02-12
2024-09-30	$22,852,782	2,313,035	-1.4%	Shares	Defined	2024-12-26
2024-06-30	$20,402,002	2,345,058	+41.1%	Shares	Defined	2024-12-26
2024-03-31	$14,258,378	1,661,816	+6.3%	Shares	Defined	2024-12-26
2023-12-31	$15,512,130	1,563,723	+34.4%	Shares	Defined	2024-12-26
2023-09-30	$9,854,309	1,163,437	-6.8%	Shares	Defined	2023-11-14
2023-06-30	$10,332,321	1,247,865	-2.6%	Shares	Defined	2023-08-11
2023-03-31	$10,674,942	1,281,506	+4.2%	Shares	Other	2023-05-18
2022-12-31	$15,990,624	1,230,048	+7.3%	Shares	Other	2023-02-13
2022-09-30	$12,999,788	1,146,366	+29.5%	Shares	Other	2022-11-14
2022-06-30	$9,466,495	885,547	+6.5%	Shares	Other	2022-08-11
2022-03-31	$9,352,596	831,342	+24.4%	Shares	Other	2022-05-11
2021-12-31	$7,981,911	668,502	+6.2%	Shares	Other	2022-02-11
2021-09-30	$7,319,583	629,371	-12.8%	Shares	Other	2021-11-12
2021-06-30	$8,031,617	721,619	-3.5%	Shares	Other	2021-08-12
2021-03-31	$9,142,746	748,179	+29.4%	Shares	Other	2021-05-12
2020-12-31	$5,128,189	578,150	+49.8%	Shares	Defined	2021-02-19
2020-09-30	$2,570,852	386,014	+6.3%	Shares	Defined	2020-11-12
2020-06-30	$2,727,367	363,165	+23.7%	Shares	Defined	2020-08-11
2020-03-31	$2,251,504	293,547	—	Shares	Defined	2020-05-12
No 13F history on record for this holder in this stock.