JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

OTTR — Otter Tail Corp

Top Portfolio Positions

4,161 positions · $1,189,656,748,752 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

Compact Export CSV

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,809,584	339,633	-18.9%	Shares	Other	2026-05-13
2025-12-31	$33,853,569	418,928	-30.8%	Shares	Other	2026-02-11
2025-09-30	$49,633,160	605,504	+77.3%	Shares	Other	2025-11-26
2025-06-30	$26,325,848	341,495	+20.4%	Shares	Other	2025-08-12
2025-03-31	$22,804,502	283,744	+49.9%	Shares	Other	2025-05-12
2024-12-31	$13,981,231	189,345	+93.5%	Shares	Defined	2025-02-12
2024-09-30	$7,646,312	97,829	-9.8%	Shares	Defined	2024-12-26
2024-06-30	$9,504,037	108,506	+5.9%	Shares	Defined	2024-12-26
2024-03-31	$8,852,283	102,457	+8.0%	Shares	Defined	2024-12-26
2023-12-31	$8,064,161	94,906	+11.1%	Shares	Defined	2024-12-26
2023-09-30	$6,483,642	85,401	-1.7%	Shares	Defined	2023-11-14
2023-06-30	$6,857,280	86,845	+5.2%	Shares	Defined	2023-08-11
2023-03-31	$5,966,682	82,561	-26.8%	Shares	Defined	2023-05-18
2022-12-31	$6,619,022	112,741	+2.5%	Shares	Defined	2023-02-13
2022-09-30	$6,769,659	110,040	+10.1%	Shares	Defined	2022-11-14
2022-06-30	$6,709,373	99,946	-18.4%	Shares	Defined	2022-08-11
2022-03-31	$7,658,437	122,535	+16.9%	Shares	Defined	2022-05-11
2021-12-31	$7,486,171	104,819	-7.6%	Shares	Other	2022-02-11
2021-09-30	$6,351,697	113,484	-26.1%	Shares	Defined	2021-11-12
2021-06-30	$7,498,581	153,628	+22.2%	Shares	Defined	2021-08-12
2021-03-31	$5,802,367	125,674	+38.4%	Shares	Defined	2021-05-12
2020-12-31	$3,869,711	90,817	+302.0%	Shares	Defined	2021-02-19
2020-09-30	$817,224	22,594	-32.6%	Shares	Defined	2020-11-12
2020-06-30	$1,299,619	33,504	-44.1%	Shares	Defined	2020-08-11
2020-03-31	$2,665,597	59,955	—	Shares	Defined	2020-05-12
No 13F history on record for this holder in this stock.