JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

SMPL — Simply Good Foods 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 SMPL

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,534,356	455,356	+136.1%	Shares	Other	2026-05-13
2025-12-31	$3,872,667	192,862	-55.9%	Shares	Other	2026-02-11
2025-09-30	$10,864,481	437,731	-18.6%	Shares	Defined	2025-11-26
2025-06-30	$16,978,644	537,469	+36.7%	Shares	Defined	2025-08-12
2025-03-31	$13,558,914	393,126	-8.3%	Shares	Defined	2025-05-12
2024-12-31	$16,707,567	428,619	+49.0%	Shares	Defined	2025-02-12
2024-09-30	$9,999,779	287,598	-24.6%	Shares	Defined	2024-12-26
2024-06-30	$13,785,724	381,559	-28.2%	Shares	Defined	2024-12-26
2024-03-31	$18,083,982	531,413	+22.6%	Shares	Defined	2024-12-26
2023-12-31	$17,171,390	433,621	+63.8%	Shares	Defined	2024-12-26
2023-09-30	$9,139,789	264,768	-14.4%	Shares	Defined	2023-11-14
2023-06-30	$11,313,479	309,196	+37.9%	Shares	Defined	2023-08-11
2023-03-31	$8,915,596	224,179	+23.3%	Shares	Sole	2023-05-18
2022-12-31	$6,911,911	181,749	-4.7%	Shares	Defined	2023-02-13
2022-09-30	$6,101,067	190,718	+1.8%	Shares	Defined	2022-11-14
2022-06-30	$7,074,848	187,314	+44.2%	Shares	Defined	2022-08-11
2022-03-31	$4,930,766	129,928	+1.6%	Shares	Defined	2022-05-11
2021-12-31	$5,313,889	127,830	+17.1%	Shares	Defined	2022-02-11
2021-09-30	$3,764,961	109,161	-51.7%	Shares	Defined	2021-11-12
2021-06-30	$8,246,439	225,868	+20.2%	Shares	Defined	2021-08-12
2021-03-31	$5,715,430	187,884	+276.0%	Shares	Defined	2021-05-12
2020-12-31	$1,567,121	49,972	-40.4%	Shares	Defined	2021-02-19
2020-09-30	$1,848,560	83,835	-15.3%	Shares	Defined	2020-11-12
2020-06-30	$1,839,474	99,003	-54.0%	Shares	Defined	2020-08-11
2020-03-31	$4,147,002	215,317	—	Shares	Defined	2020-05-12
No 13F history on record for this holder in this stock.