JPMORGAN CHASE & CO
Top Portfolio Positions
4,161 positions ·
$1,189,656,748,752 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 | 6.56% | |
| 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 PTLO
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $157,840 | 29,838 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,476,010 | 325,113 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $391,669 | 60,724 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $6,321,029 | 541,648 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $7,019,723 | 590,389 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $434,081 | 46,179 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $631,929 | 46,914 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,310,653 | 134,841 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $2,856,219 | 201,426 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $989,792 | 62,134 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $2,356,961 | 153,149 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,354,435 | 60,117 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,020,287 | 47,744 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $538,037 | 32,968 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $507,232 | 25,761 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $326,181 | 19,950 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,836,080 | 74,759 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $6,055,125 | 161,298 | Shares | Defined | 2022-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||