JPMORGAN CHASE & CO

CIK

19617

City

NEW YORK

State / Country

Stock

WSBF — Waterstone Financial, Inc.

Top Portfolio Positions

4,143 positions · $1,189,623,208,554 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%

52 quarters · across all stocks

Compact Export CSV

24 of 24 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$379,675	21,058	-49.4%	Shares	Defined	2026-05-13
2025-12-31	$688,314	41,590	-19.9%	Shares	Defined	2026-02-11
2025-09-30	$809,654	51,901	-29.5%	Shares	Defined	2025-11-26
2025-06-30	$1,017,366	73,669	-8.6%	Shares	Defined	2025-08-12
2025-03-31	$1,083,704	80,573	-5.9%	Shares	Defined	2025-05-12
2024-12-31	$1,150,837	85,628	+64.9%	Shares	Defined	2025-02-12
2024-09-30	$763,118	51,913	+73.0%	Shares	Defined	2024-12-26
2024-06-30	$383,839	30,011	-15.4%	Shares	Defined	2024-12-26
2024-03-31	$431,534	35,459	+22.5%	Shares	Defined	2024-12-26
2023-12-31	$410,989	28,943	+53.9%	Shares	Defined	2024-12-26
2023-09-30	$205,980	18,811	-71.9%	Shares	Defined	2023-11-14
2023-06-30	$969,627	66,917	+6.4%	Shares	Defined	2023-08-11
2023-03-31	$951,737	62,904	-21.7%	Shares	Defined	2023-05-18
2022-12-31	$1,385,268	80,352	+655.1%	Shares	Defined	2023-02-13
2022-09-30	$171,958	10,641	-2.0%	Shares	Defined	2022-11-14
2022-06-30	$185,077	10,855	-59.2%	Shares	Defined	2022-08-11
2022-03-31	$515,062	26,632	-38.8%	Shares	Defined	2022-05-11
2021-12-31	$951,041	43,506	+67.3%	Shares	Defined	2022-02-11
2021-09-30	$532,903	26,008	-34.7%	Shares	Defined	2021-11-12
2021-06-30	$783,431	39,849	+82918.8%	Shares	Defined	2021-08-12
2021-03-31	$980	48	-100.0%	Shares	Defined	2021-05-12
2020-09-30	$2,104,626	135,870	-3.7%	Shares	Defined	2020-11-12
2020-06-30	$2,092,794	141,119	-16.8%	Shares	Defined	2020-08-11
2020-03-31	$2,466,783	169,655	—	Shares	Defined	2020-05-12
No quarters match your search.