JPMORGAN CHASE & CO
Top Portfolio Positions
4,143 positions ·
$1,189,623,208,554 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 ROAD
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,578,777 | 50,205 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,127,358 | 47,235 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $11,261,471 | 88,673 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $14,958,057 | 140,742 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $8,109,880 | 112,841 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $9,521,920 | 107,641 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $8,248,332 | 118,171 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $6,839,688 | 123,885 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $9,267,274 | 165,045 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $7,088,448 | 162,878 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,937 | 53 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,832,234 | 504,372 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,209 | 82 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $2,298,248 | 86,109 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,826,367 | 69,629 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,486,759 | 71,001 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $8,969,764 | 342,619 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $10,155,566 | 345,310 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $808,821 | 24,238 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,766,402 | 88,102 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $4,917,112 | 164,562 | Shares | Defined | 2021-05-12 | |
| 2020-09-30 | $178,705 | 9,819 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $113,362 | 6,383 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $98,147 | 5,811 | Shares | Defined | 2020-05-12 | |
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