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 UTMD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $94,843 | 1,530 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $84,218 | 1,505 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $97,036 | 1,541 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $350,227 | 6,153 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,053,315 | 72,329 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,899,341 | 79,703 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,644,287 | 69,411 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $4,193,395 | 62,766 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $5,159,169 | 72,552 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $5,358,748 | 63,628 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $5,010,876 | 58,266 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,455,368 | 58,534 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,099,802 | 85,468 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $8,365,401 | 83,213 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,884,946 | 92,427 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,917,621 | 103,814 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $9,144,961 | 101,769 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $8,707,600 | 87,076 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,695,486 | 93,661 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $8,216,478 | 96,619 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,595,918 | 64,618 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $5,605,948 | 66,500 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $4,166,897 | 52,171 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,980,808 | 44,920 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,480,158 | 15,738 | Shares | Defined | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||