JPMORGAN CHASE & 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 | Open |
|---|---|---|---|---|---|
| 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 SWBI
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $928,053 | 64,763 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $721,594 | 73,110 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $852,928 | 86,768 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $1,046,573 | 120,573 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,396,188 | 149,806 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $1,460,649 | 144,476 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $1,707,725 | 131,566 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $1,728,829 | 120,560 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $3,641,797 | 209,781 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $1,881,583 | 138,760 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $1,706,430 | 132,179 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,953,352 | 149,797 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,613,582 | 131,079 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $926,598 | 106,751 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,086,163 | 104,741 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,167,006 | 88,881 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,176,734 | 77,775 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,191,998 | 123,146 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,729,077 | 83,289 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,942,609 | 55,983 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $4,545,218 | 260,471 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $918,792 | 51,763 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $640,897 | 41,295 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,830,676 | 171,130 | Shares | Defined | 2020-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||