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JPMORGAN CHASE & CO

CIK
19617
City
NEW YORK
State / Country
NY

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

Portfolio Trend

25 quarters · across all stocks

Holdings in UTL

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $25,392,817 486,080
2025-12-31 $27,020,653 557,817
2025-09-30 $29,102,898 608,084
2025-06-30 $30,934,857 593,190
2025-03-31 $32,846,951 569,370
2024-12-31 $32,145,072 593,192
2024-09-30 $37,389,429 617,191
2024-06-30 $32,048,168 618,810
2024-03-31 $33,743,866 644,582
2023-12-31 $34,676,484 659,625
2023-09-30 $22,014,739 515,447
2023-06-30 $25,591,254 504,659
2023-03-31 $20,129,529 352,902
2022-12-31 $12,967,472 252,482
2022-09-30 $10,860,100 233,802
2022-06-30 $13,926,385 237,166
2022-03-31 $8,581,703 172,047
2021-12-31 $11,768,562 255,894
2021-09-30 $7,327,570 171,285
2021-06-30 $7,147,027 134,926
2021-03-31 $6,565,606 143,699
2020-12-31 $7,316,102 165,261
2020-09-30 $5,485,950 141,976
2020-06-30 $7,118,309 158,820
2020-03-31 $7,032,433 134,412