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JPMORGAN CHASE & CO

CIK
19617
City
NEW YORK
State / Country
NY

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

Portfolio Trend

25 quarters · across all stocks

Holdings in LPLA

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $237,875,300 790,730
2025-12-31 $427,663,206 1,197,366
2025-09-30 $312,314,394 938,755
2025-06-30 $435,085,558 1,160,321
2025-03-31 $426,845,723 1,304,780
2024-12-31 $391,523,032 1,199,115
2024-09-30 $296,634,881 1,275,136
2024-06-30 $279,012,315 998,970
2024-03-31 $255,349,029 966,499
2023-12-31 $207,193,602 910,261
2023-09-30 $285,079,468 1,199,577
2023-06-30 $269,754,743 1,240,651
2023-03-31 $252,174,000 1,245,919
2022-12-31 $261,359,034 1,209,044
2022-09-30 $327,679,575 1,499,815
2022-06-30 $260,223,791 1,410,580
2022-03-31 $270,914,436 1,483,000
2021-12-31 $212,132,374 1,325,082
2021-09-30 $50,241,578 320,500
2021-06-30 $45,781,974 339,176
2021-03-31 $52,906,832 372,164
2020-12-31 $42,717,796 409,881
2020-09-30 $26,842,778 350,108
2020-06-30 $10,830,174 138,140
2020-03-31 $9,363,808 172,034