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 TREX
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,135,949 | 195,935 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $8,933,081 | 254,649 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $9,740,000 | 188,504 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $10,818,246 | 198,938 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $23,154,762 | 398,533 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $17,484,190 | 253,284 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $53,098,410 | 797,513 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $29,919,498 | 403,663 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $23,904,286 | 239,642 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $22,818,743 | 275,622 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $17,363,449 | 281,737 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $16,116,154 | 245,823 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $11,009,736 | 226,212 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $8,241,606 | 194,699 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $8,351,278 | 190,061 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,882,877 | 218,355 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $54,303,208 | 831,214 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $163,297,178 | 1,209,340 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $136,019,059 | 1,334,436 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $240,936,259 | 2,357,267 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $246,035,075 | 2,687,733 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $227,185,686 | 2,713,637 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $204,561,841 | 2,857,009 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $78,094,545 | 1,200,808 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $40,826,678 | 1,018,884 | Shares | Defined | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||