JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

MC — Moelis & Co

Top Portfolio Positions

4,143 positions · $1,189,613,691,516 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	447,798,884	$78,096,125,362	6.56%
AAPL	Apple Inc. Technology	231,622,141	$58,783,383,151	4.94%
MSFT	Microsoft Corp Technology	127,128,999	$47,059,341,549	3.96%
AMZN	Amazon Com Inc Consumer Cyclical	168,937,577	$35,184,629,150	2.96%
SPY	Spdr S&P 500 Etf Trust	45,790,886	$29,779,644,796	2.50%
META	Meta Platforms, Inc. Communication Services	50,180,811	$28,709,947,385	2.41%
AVGO	Broadcom Inc. Technology	91,782,808	$28,407,696,893	2.39%
GOOGL	Alphabet Inc. Communication Services	70,925,551	$20,395,351,436	1.71%
TSLA	Tesla, Inc. Consumer Cyclical	46,075,161	$17,128,441,095	1.44%
MA	Mastercard Inc Financial Services	32,656,501	$16,317,147,279	1.37%

52 quarters · across all stocks

24 of 24 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$67,123,884	1,177,612	+14.8%	Shares	Other	2026-05-13
2025-12-31	$70,519,882	1,025,893	+6.6%	Shares	Other	2026-02-11
2025-09-30	$68,665,325	962,778	+1.8%	Shares	Other	2025-11-26
2025-06-30	$58,927,171	945,558	-25.7%	Shares	Other	2025-08-12
2025-03-31	$74,271,558	1,272,645	+10.4%	Shares	Other	2025-05-12
2024-12-31	$85,176,174	1,152,899	-4.4%	Shares	Defined	2025-02-12
2024-09-30	$82,631,139	1,206,118	-17.5%	Shares	Defined	2024-12-26
2024-06-30	$83,146,544	1,462,303	+14.7%	Shares	Other	2024-12-26
2024-03-31	$72,360,913	1,274,633	+11.0%	Shares	Defined	2024-12-26
2023-12-31	$64,430,614	1,147,882	-22.1%	Shares	Defined	2024-12-26
2023-09-30	$66,528,026	1,474,142	-21.1%	Shares	Other	2023-11-14
2023-06-30	$84,758,775	1,869,404	-18.9%	Shares	Other	2023-08-11
2023-03-31	$88,585,901	2,304,524	-8.2%	Shares	Defined	2023-05-18
2022-12-31	$96,360,114	2,511,340	-0.9%	Shares	Defined	2023-02-13
2022-09-30	$85,706,319	2,534,940	+4.1%	Shares	Defined	2022-11-14
2022-06-30	$95,848,847	2,435,803	+3.4%	Shares	Defined	2022-08-11
2022-03-31	$110,562,600	2,354,901	+22.2%	Shares	Defined	2022-05-11
2021-12-31	$120,471,084	1,927,229	-10.1%	Shares	Defined	2022-02-11
2021-09-30	$132,566,312	2,142,659	-19.4%	Shares	Defined	2021-11-12
2021-06-30	$151,252,589	2,658,685	-4.0%	Shares	Defined	2021-08-12
2021-03-31	$152,000,257	2,769,684	-8.4%	Shares	Defined	2021-05-12
2020-09-30	$106,292,350	3,024,825	+0.1%	Shares	Defined	2020-11-12
2020-06-30	$94,117,253	3,020,451	+2.9%	Shares	Defined	2020-08-11
2020-03-31	$82,506,798	2,936,185	—	Shares	Defined	2020-05-12
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