JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

SMBK — Smartfinancial Inc.

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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,689,815	94,417	+1.2%	Shares	Defined	2026-05-13
2025-12-31	$3,451,424	93,307	+41.5%	Shares	Defined	2026-02-11
2025-09-30	$2,355,570	65,927	-11.1%	Shares	Defined	2025-11-26
2025-06-30	$2,506,474	74,200	-17.6%	Shares	Defined	2025-08-12
2025-03-31	$2,799,125	90,062	+19.2%	Shares	Defined	2025-05-12
2024-12-31	$2,339,824	75,527	+130.6%	Shares	Defined	2025-02-12
2024-09-30	$954,509	32,756	-9.4%	Shares	Defined	2024-12-26
2024-06-30	$855,645	36,149	-45.8%	Shares	Defined	2024-12-26
2024-03-31	$1,406,400	66,749	+17.3%	Shares	Defined	2024-12-26
2023-12-31	$1,393,847	56,915	+36.9%	Shares	Defined	2024-12-26
2023-09-30	$888,221	41,564	-15.7%	Shares	Defined	2023-11-14
2023-06-30	$1,060,377	49,297	-67.4%	Shares	Defined	2023-08-11
2023-03-31	$3,494,554	151,018	-22.8%	Shares	Defined	2023-05-18
2022-12-31	$5,377,844	195,558	+19.4%	Shares	Defined	2023-02-13
2022-09-30	$4,045,742	163,729	+52.3%	Shares	Defined	2022-11-14
2022-06-30	$2,596,788	107,483	+56.9%	Shares	Defined	2022-08-11
2022-03-31	$1,751,972	68,490	-15.9%	Shares	Defined	2022-05-11
2021-12-31	$2,227,157	81,402	+8.4%	Shares	Defined	2022-02-11
2021-09-30	$1,941,282	75,098	-26.4%	Shares	Defined	2021-11-12
2021-06-30	$2,449,139	102,005	+82.6%	Shares	Defined	2021-08-12
2021-03-31	$1,209,151	55,850	+30.5%	Shares	Defined	2021-05-12
2020-12-31	$776,409	42,801	+205.1%	Shares	Defined	2021-02-19
2020-09-30	$190,639	14,028	+10.7%	Shares	Defined	2020-11-12
2020-06-30	$205,081	12,675	-60.5%	Shares	Defined	2020-08-11
2020-03-31	$487,616	32,059	—	Shares	Defined	2020-05-12
No 13F history on record for this holder in this stock.