JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

SM — SM Energy Co

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%

Portfolio Trend

25 quarters · across all stocks

Holdings in SM

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$126,317,099	4,051,222	+32.2%	Shares	Other	2026-05-13
2025-12-31	$57,291,934	3,063,740	-10.6%	Shares	Defined	2026-02-11
2025-09-30	$85,570,340	3,426,926	+1.6%	Shares	Defined	2025-11-26
2025-06-30	$83,373,811	3,374,092	-20.9%	Shares	Defined	2025-08-12
2025-03-31	$127,800,391	4,267,125	-7.9%	Shares	Other	2025-05-12
2024-12-31	$179,546,202	4,632,255	+22.0%	Shares	Other	2025-02-12
2024-09-30	$151,739,147	3,796,326	-9.8%	Shares	Other	2024-12-26
2024-06-30	$182,025,187	4,210,622	+3.2%	Shares	Other	2024-12-26
2024-03-31	$203,394,626	4,080,133	+12.2%	Shares	Other	2024-12-26
2023-12-31	$140,817,279	3,636,810	+96.7%	Shares	Other	2024-12-26
2023-09-30	$73,304,878	1,848,799	-4.7%	Shares	Defined	2023-11-14
2023-06-30	$61,365,392	1,940,101	-20.1%	Shares	Other	2023-08-11
2023-03-31	$68,356,116	2,427,419	-6.9%	Shares	Defined	2023-05-18
2022-12-31	$90,811,977	2,607,292	+5.9%	Shares	Defined	2023-02-13
2022-09-30	$92,603,076	2,462,193	+38.6%	Shares	Defined	2022-11-14
2022-06-30	$60,734,465	1,776,381	+65.8%	Shares	Defined	2022-08-11
2022-03-31	$41,720,707	1,071,135	+94.5%	Shares	Defined	2022-05-11
2021-12-31	$16,232,453	550,626	+336.3%	Shares	Defined	2022-02-11
2021-09-30	$3,328,917	126,191	-39.2%	Shares	Defined	2021-11-12
2021-06-30	$5,111,882	207,547	-21.8%	Shares	Defined	2021-08-12
2021-03-31	$4,346,970	265,545	-57.8%	Shares	Defined	2021-05-12
2020-12-31	$3,852,802	629,543	+10.8%	Shares	Defined	2021-02-19
2020-09-30	$903,347	568,144	+420.9%	Shares	Defined	2020-11-12
2020-06-30	$409,027	109,074	-80.5%	Shares	Defined	2020-08-11
2020-03-31	$680,941	558,149	—	Shares	Defined	2020-05-12
No 13F history on record for this holder in this stock.