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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 OLLI

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $50,838,933 552,357
2025-12-31 $66,035,308 602,457
2025-09-30 $78,677,098 612,750
2025-06-30 $84,262,369 639,417
2025-03-31 $49,105,313 422,012
2024-12-31 $47,882,437 436,366
2024-09-30 $18,400,055 189,301
2024-06-30 $10,348,979 105,419
2024-03-31 $10,394,066 130,628
2023-12-31 $8,378,101 110,398
2023-09-30 $8,719,408 112,975
2023-06-30 $8,478,573 146,359
2023-03-31 $7,776,299 134,213
2022-12-31 $4,871,920 104,012
2022-09-30 $5,522,231 107,020
2022-06-30 $6,466,729 110,072
2022-03-31 $8,578,164 199,678
2021-12-31 $16,305,701 318,533
2021-09-30 $14,143,011 234,622
2021-06-30 $9,080,149 107,930
2021-03-31 $54,973,212 631,876
2020-12-31 $53,545,201 654,827
2020-09-30 $64,779,719 741,611
2020-06-30 $69,924,038 716,068
2020-03-31 $25,961,288 560,235