JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

SMTC — Semtech Corp

Top Portfolio Positions

4,166 positions · $1,219,800,445,812 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	3.86%
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 SMTC

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$62,809,515	816,875	+112.9%	Shares	Other	2026-05-13
2025-12-31	$28,273,451	383,681	-54.8%	Shares	Defined	2026-02-11
2025-09-30	$60,715,992	849,769	+11.6%	Shares	Defined	2025-11-26
2025-06-30	$34,381,104	761,655	+6.7%	Shares	Defined	2025-08-12
2025-03-31	$24,549,971	713,662	+17.5%	Shares	Other	2025-05-12
2024-12-31	$37,556,247	607,215	-19.3%	Shares	Defined	2025-02-12
2024-09-30	$34,350,106	752,302	-3.5%	Shares	Defined	2024-12-26
2024-06-30	$23,294,626	779,606	-29.1%	Shares	Defined	2024-12-26
2024-03-31	$30,213,597	1,099,076	+3.2%	Shares	Defined	2024-12-26
2023-12-31	$23,327,860	1,064,713	+28.0%	Shares	Defined	2024-12-26
2023-09-30	$21,424,744	832,029	+0.1%	Shares	Defined	2023-11-14
2023-06-30	$21,170,573	831,523	+109.9%	Shares	Defined	2023-08-11
2023-03-31	$9,564,942	396,228	-89.4%	Shares	Defined	2023-05-18
2022-12-31	$107,270,445	3,738,949	+338.2%	Shares	Defined	2023-02-13
2022-09-30	$25,093,197	853,220	-30.7%	Shares	Other	2022-11-14
2022-06-30	$67,723,642	1,232,011	+0.4%	Shares	Defined	2022-08-11
2022-03-31	$85,081,217	1,227,015	-14.4%	Shares	Other	2022-05-11
2021-12-31	$127,443,090	1,433,072	-0.8%	Shares	Defined	2022-02-11
2021-09-30	$112,692,065	1,445,326	-4.5%	Shares	Defined	2021-11-12
2021-06-30	$104,092,816	1,512,977	+0.1%	Shares	Defined	2021-08-12
2021-03-31	$104,304,402	1,511,658	+14.1%	Shares	Defined	2021-05-12
2020-12-31	$95,509,227	1,324,861	+1.2%	Shares	Defined	2021-02-19
2020-09-30	$69,301,918	1,308,571	+8.0%	Shares	Defined	2020-11-12
2020-06-30	$63,276,643	1,211,732	+15.4%	Shares	Defined	2020-08-11
2020-03-31	$39,367,873	1,049,810	—	Shares	Defined	2020-05-12
No 13F history on record for this holder in this stock.