Portfolio (Quarterly) Guide ↗

JPMORGAN CHASE & CO

· CIK 0000019617

13F Portfolio $3.1B AUM 33,063 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 262 New 76 Added 40 Reduced 7290 Exited

Page 1 of 365 · 7,290 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NVDA	NVIDIA CORPORATION	Technology	456,141,138	$85.07B	5.34%	SOLD
2	MSFT	MICROSOFT CORP	Technology	147,759,850	$71.46B	4.49%	SOLD
3	AAPL	APPLE INC	Technology	225,419,111	$61.28B	3.85%	SOLD
4	AMZN	AMAZON COM INC	Consumer Cyclical	160,046,290	$36.94B	2.32%	SOLD
5	AVGO	BROADCOM INC	Technology	93,758,850	$32.45B	2.04%	SOLD
6	GOOG	ALPHABET INC	Communication Services	100,602,893	$31.57B	1.98%	SOLD
7	SPY	SPDR S&P 500 ETF TRUST	Financial Services	44,560,422	$30.39B	1.91%	SOLD
8	META	META PLATFORMS INC	Communication Services	43,855,509	$28.95B	1.82%	SOLD
9	GOOGL	ALPHABET INC	Communication Services	64,654,741	$20.24B	1.27%	SOLD
10	TSLA	TESLA INC	Consumer Cyclical	44,591,616	$20.05B	1.26%	SOLD
11	MA	MASTERCARD INCORPORATED	Financial Services	31,214,224	$17.82B	1.12%	SOLD
12	LLY	ELI LILLY & CO	Healthcare	12,997,946	$13.97B	0.88%	SOLD
13	BNDX	VANGUARD TOTAL INTL BOND ETF	—	275,788,372	$13.33B	0.84%	SOLD
14	WMT	WALMART INC	Consumer Defensive	115,433,639	$12.86B	0.81%	SOLD
15	WFC	WELLS FARGO CO NEW	Financial Services	130,851,080	$12.20B	0.77%	SOLD
16	JNJ	JOHNSON & JOHNSON	Healthcare	58,558,238	$12.12B	0.76%	SOLD
17	ABBV	ABBVIE INC	Healthcare	52,393,323	$11.97B	0.75%	SOLD
18	BND	VANGUARD TOTAL BOND MARKET	—	139,629,587	$10.34B	0.65%	SOLD
19	MCD	MCDONALDS CORP	Consumer Cyclical	31,782,233	$9.71B	0.61%	SOLD
20	BBJP	JPMORGAN BETABUILDERS JAPAN ETF	—	137,080,238	$9.03B	0.57%	SOLD

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Sector Allocation

Financial Services 33.0%

Technology 24.0%

Communication Services 24.0%

Utilities 7.2%

Consumer Defensive 4.3%

Consumer Cyclical 2.8%

Real Estate 1.6%

Healthcare 1.2%

Industrials 0.9%

Basic Materials 0.8%