JPMORGAN CHASE & CO
Top Portfolio Positions
4,161 positions ·
$1,220,817,124,272 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 | 3.85% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IBTA
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $535,532 | 17,869 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,699,407 | 74,765 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $15,932,705 | 572,090 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $23,968,459 | 654,876 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,750,157 | 112,563 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $6,467,127 | 99,372 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $361,896 | 5,874 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $429,313 | 5,712 | Shares | Defined | 2024-12-26 | |
| No 13F history on record for this holder in this stock. | ||||||