Position in Q
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$165,564,159
+$55,103,856 QoQ
Shares Held
1,013,803
+5.9% QoQ
Ownership
0.485%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 1,321 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 66%
Shared 1%
None 33%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026JPMORGAN CHASE & CO holds $41,485,893,717 across 28 Semiconductor Equipment & Materials names. Q ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
45,317,479 | $19,637,423,164 | |
| 2 | AMAT |
Applied Materials Inc /De
|
13,886,053 | $10,039,616,319 | |
| 3 | ASML |
Asml Holding NV
|
2,395,859 | $4,766,417,480 | |
| 4 | TER |
Teradyne, Inc
|
5,570,053 | $2,695,014,436 | |
| 5 | KLAC |
Kla Corp
|
6,185,265 | $1,866,156,293 | |
| 6 | ENTG |
Entegris Inc
|
5,520,399 | $992,898,956 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
5,702,608 | $491,735,881 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
2,673,813 | $357,649,220 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $165,564,159 | 1,013,803 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $110,460,303 | 957,361 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $58,406,280 | 715,325 | Shares | Other | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||