JPMORGAN CHASE & CO
Top Portfolio Positions
4,161 positions ·
$1,189,656,748,752 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 | 6.56% | |
| 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 VALU
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,633 | 358 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $16,485 | 429 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $31,927 | 817 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $21,844 | 558 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $49,920 | 1,291 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $231,369 | 4,382 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $72,678 | 1,563 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $27,563 | 640 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $70,672 | 1,745 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $44,458 | 912 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $23,957 | 548 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $30,843 | 672 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $34,265 | 709 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $26,660 | 524 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $21,729 | 495 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $32,694 | 495 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $30,887 | 461 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $69,058 | 1,475 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $21,274 | 621 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $38,688 | 1,248 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $79,213 | 2,810 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $90,698 | 2,751 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $17,610 | 713 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $22,859 | 847 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $55,706 | 1,722 | Shares | Defined | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||