JPMORGAN CHASE & CO
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 |
|---|---|---|---|---|---|
| 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 OFIX
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,183,508 | 190,367 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,597,058 | 237,273 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,777,631 | 258,035 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $2,158,070 | 193,549 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,730,716 | 167,426 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,069,526 | 290,351 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,317,999 | 84,379 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $192,679 | 14,531 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $673,681 | 46,397 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $493,852 | 36,636 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $476,282 | 37,036 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $747,737 | 41,403 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $6,974,145 | 416,367 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $3,322,430 | 161,833 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $3,185,368 | 166,686 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,024,185 | 170,951 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $5,642,449 | 172,552 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $5,483,155 | 176,364 | Shares | Defined | 2022-02-11 | |
| 2021-06-30 | $10,319,780 | 257,287 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $13,509,030 | 311,627 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $17,236,612 | 401,038 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $14,266,572 | 458,143 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $14,537,344 | 454,292 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $6,207,911 | 221,632 | Shares | Defined | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||