JPMORGAN CHASE & 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% |
Portfolio Trend
Holdings in PHVS
Shares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $565,141 | 20,005 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $608,890 | 21,942 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $675,770 | 27,085 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $58,819 | 3,342 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $40,176 | 2,559 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $59,427 | 3,100 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,685 | 253 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $72,796 | 3,150 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $5,329 | 190 | Shares | Defined | 2024-12-26 | |
| 2023-06-30 | $2,286 | 151 | Shares | Defined | 2023-08-11 | |
| 2022-03-31 | $62,184 | 3,429 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $244,111 | 16,964 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $281,977 | 15,904 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $306,165 | 16,434 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $388,194 | 13,874 | Shares | Defined | 2021-05-12 | |
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