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 101 of 365 · 7,290 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
2001	DFAE	DIMENSIONAL EMERGING CORE EQ	—	653,290	$21.3M	0.00%	SOLD
2002	VONE	VANGUARD RUSSELL 1000	—	68,821	$21.3M	0.00%	SOLD
2003	VNET	VNET GROUP INC	Technology	2,502,622	$21.2M	0.00%	SOLD
2004	— PUT	BOSTON SCIENTIFIC CORP	—	221,300	$21.1M	0.00%	SOLD
2005	GRFS	GRIFOLS S A	Healthcare	2,256,360	$21.1M	0.00%	SOLD
2006	CRWV	COREWEAVE INC	Technology	294,482	$21.1M	0.00%	SOLD
2007	KN	KNOWLES CORP	Technology	983,662	$21.1M	0.00%	SOLD
2008	FELG	FIDELITY ENH LRG CAP GWTH	—	504,152	$21.0M	0.00%	SOLD
2009	GGAL	GRUPO FINANCIERO GALICIA S.	Financial Services	389,725	$21.0M	0.00%	SOLD
2010	— PUT	AXON ENTERPRISE INC	—	37,000	$21.0M	0.00%	SOLD
2011	WIT	WIPRO LTD	Technology	7,391,444	$21.0M	0.00%	SOLD
2012	SLRC	SLR INVESTMENT CORP	Financial Services	1,357,679	$21.0M	0.00%	SOLD
2013	DBEF	XTRACKERS MSCI EAFE HEDGED E	—	436,134	$21.0M	0.00%	SOLD
2014	—	FRONTIER ASSET CORE BOND ETF	—	822,893	$21.0M	0.00%	SOLD
2015	BDC	BELDEN INC	Technology	179,727	$20.9M	0.00%	SOLD
2016	DFIC	DIMENSIONAL INTERNATIONAL CO	—	607,334	$20.9M	0.00%	SOLD
2017	—	COINBASE GLOBAL INC	—	20,935,000	$20.9M	0.00%	SOLD
2018	— PUT	SIMON PPTY GROUP INC NEW	—	112,700	$20.9M	0.00%	SOLD
2019	GSY	INVESCO ULTRA SHORT DURATION ETF	—	414,974	$20.9M	0.00%	SOLD
2020	PNFP	PINNACLE FINL PARTNERS INC	Financial Services	218,535	$20.9M	0.00%	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%