JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

OZK — Bank OZK

Top Portfolio Positions

4,161 positions · $1,220,817,124,272 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	447,798,884	$78,096,125,362	6.40%
AAPL	Apple Inc. Technology	231,622,141	$58,783,383,151	4.82%
MSFT	Microsoft Corp Technology	127,128,999	$47,059,341,549	3.85%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,960,058	304,207	-13.6%	Shares	Other	2026-05-13
2025-12-31	$16,203,684	352,101	+23.2%	Shares	Other	2026-02-11
2025-09-30	$14,573,955	285,876	+21.8%	Shares	Other	2025-11-26
2025-06-30	$11,045,214	234,705	+2.3%	Shares	Defined	2025-08-12
2025-03-31	$9,964,905	229,342	-6.4%	Shares	Other	2025-05-12
2024-12-31	$10,907,131	244,939	-0.2%	Shares	Defined	2025-02-12
2024-09-30	$10,552,796	245,471	-5.9%	Shares	Defined	2024-12-26
2024-06-30	$10,694,522	260,842	-32.1%	Shares	Defined	2024-12-26
2024-03-31	$17,466,817	384,224	-6.9%	Shares	Sole	2024-12-26
2023-12-31	$20,565,732	412,718	-9.9%	Shares	Other	2024-12-26
2023-09-30	$16,973,756	457,884	-4.7%	Shares	Sole	2023-11-14
2023-06-30	$19,299,607	480,568	-17.6%	Shares	Other	2023-08-11
2023-03-31	$19,946,394	583,228	+20.5%	Shares	Other	2023-05-18
2022-12-31	$19,392,801	484,094	+2.4%	Shares	Other	2023-02-13
2022-09-30	$18,705,666	472,843	-7.1%	Shares	Other	2022-11-14
2022-06-30	$19,107,195	509,118	+25.3%	Shares	Other	2022-08-11
2022-03-31	$17,352,337	406,378	+6.6%	Shares	Other	2022-05-11
2021-12-31	$17,745,746	381,383	+7.1%	Shares	Other	2022-02-11
2021-09-30	$15,309,472	356,200	-16.9%	Shares	Other	2021-11-12
2021-06-30	$18,067,243	428,540	-4.2%	Shares	Other	2021-08-12
2021-03-31	$18,282,618	447,555	+17.5%	Shares	Other	2021-05-12
2020-12-31	$11,912,898	380,969	+47.3%	Shares	Other	2021-02-19
2020-09-30	$5,513,137	258,590	+0.2%	Shares	Other	2020-11-12
2020-06-30	$6,058,166	258,124	+18.7%	Shares	Defined	2020-08-11
2020-03-31	$3,632,180	217,496	—	Shares	Other	2020-05-12
No 13F history on record for this holder in this stock.