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 UGI
Shares Held
Position Value (USD)
24 of 24 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,259,598 | 1,187,798 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $46,228,366 | 1,235,062 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $59,574,708 | 1,791,182 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $59,006,515 | 1,620,168 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $42,708,180 | 1,291,448 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $33,782,130 | 1,196,675 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $30,717,850 | 1,227,732 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $20,817,859 | 909,077 | Shares | Sole | 2024-12-26 | |
| 2024-03-31 | $26,190,459 | 1,067,256 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $11,744,556 | 477,421 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $22,459,132 | 976,484 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $27,404,751 | 1,016,120 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $521 | 15 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $29,582,486 | 798,017 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $32,123,179 | 993,603 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $32,104,170 | 831,499 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $28,718,508 | 792,891 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $47,444,490 | 1,033,424 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $38,115,061 | 894,300 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $47,719,254 | 1,030,431 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $40,805,032 | 995,002 | Shares | Other | 2021-05-12 | |
| 2020-09-30 | $24,827,838 | 752,815 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $22,131,210 | 695,950 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $18,857,503 | 707,068 | Shares | Other | 2020-05-12 | |
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