JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

WK — Workiva Inc

Top Portfolio Positions

4,166 positions · $1,219,800,445,812 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	447,798,884	$78,096,125,362	6.40%
AAPL	Apple Inc. Technology	231,622,141	$58,783,383,151	4.82%
MSFT	Microsoft Corp Technology	127,128,999	$47,059,341,549	3.86%
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 WK

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,390,639	191,022	+69.2%	Shares	Other	2026-05-13
2025-12-31	$9,737,969	112,904	-70.9%	Shares	Other	2026-02-11
2025-09-30	$33,365,897	387,615	-14.6%	Shares	Other	2025-11-26
2025-06-30	$31,058,500	453,740	-16.9%	Shares	Other	2025-08-12
2025-03-31	$41,472,740	546,341	-53.6%	Shares	Other	2025-05-12
2024-12-31	$128,815,470	1,176,397	-15.4%	Shares	Defined	2025-02-12
2024-09-30	$110,073,956	1,391,228	-13.8%	Shares	Defined	2024-12-26
2024-06-30	$117,828,704	1,614,313	-2.1%	Shares	Defined	2024-12-26
2024-03-31	$139,847,239	1,649,142	+15.2%	Shares	Defined	2024-12-26
2023-12-31	$145,302,422	1,431,128	+0.4%	Shares	Defined	2024-12-26
2023-09-30	$144,454,392	1,425,443	+49.0%	Shares	Defined	2023-11-14
2023-06-30	$97,254,663	956,666	+9.8%	Shares	Defined	2023-08-11
2023-03-31	$89,236,794	871,368	+5.6%	Shares	Defined	2023-05-18
2022-12-31	$69,281,881	825,079	+41.8%	Shares	Defined	2023-02-13
2022-09-30	$45,283,878	582,055	+252.3%	Shares	Defined	2022-11-14
2022-06-30	$10,903,461	165,229	+30.5%	Shares	Defined	2022-08-11
2022-03-31	$14,943,992	126,644	-25.7%	Shares	Defined	2022-05-11
2021-12-31	$22,231,968	170,373	-3.3%	Shares	Other	2022-02-11
2021-09-30	$24,830,947	176,156	+10.7%	Shares	Defined	2021-11-12
2021-06-30	$17,708,482	159,063	+42.9%	Shares	Defined	2021-08-12
2021-03-31	$9,825,543	111,325	-67.0%	Shares	Defined	2021-05-12
2020-12-31	$30,931,276	337,604	+1223.4%	Shares	Defined	2021-02-19
2020-09-30	$1,422,436	25,510	+40.1%	Shares	Defined	2020-11-12
2020-06-30	$973,997	18,209	-92.8%	Shares	Defined	2020-08-11
2020-03-31	$8,210,622	253,963	—	Shares	Defined	2020-05-12
No 13F history on record for this holder in this stock.