JPMORGAN CHASE & CO
Top Portfolio Positions
4,143 positions ·
$1,189,613,691,516 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 SON
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,960,315 | 461,459 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $20,517,779 | 470,160 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $20,935,229 | 485,849 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $21,997,927 | 505,003 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $25,142,022 | 532,219 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $25,816,928 | 528,494 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $27,774,926 | 508,419 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $27,379,261 | 539,812 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $30,379,821 | 525,239 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $1,248,749 | 22,351 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $138,538 | 2,549 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $28,741,201 | 486,974 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $29,513,020 | 483,820 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $26,043,009 | 428,974 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $23,601,266 | 416,028 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,204,693 | 424,346 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $25,163,006 | 402,222 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $23,701,379 | 409,421 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $26,773,047 | 449,363 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $33,209,895 | 496,411 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $30,012,365 | 474,129 | Shares | Defined | 2021-05-12 | |
| 2020-09-30 | $21,324,687 | 417,558 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $17,197,710 | 328,891 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $15,211,096 | 328,179 | Shares | Defined | 2020-05-12 | |
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