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 2 of 365 · 7,290 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	BAC	BANK AMERICA CORP	Financial Services	161,572,280	$8.89B	0.56%	SOLD
22	DIS	DISNEY WALT CO	Communication Services	76,580,070	$8.71B	0.55%	SOLD
23	LOW	LOWES COS INC	Consumer Cyclical	36,066,219	$8.70B	0.55%	SOLD
24	XOM	EXXON MOBIL CORP	Energy	70,376,165	$8.47B	0.53%	SOLD
25	NEE	NEXTERA ENERGY INC	Utilities	102,036,629	$8.19B	0.51%	SOLD
26	ORCL	ORACLE CORP	Technology	41,223,455	$8.03B	0.50%	SOLD
27	AXP	AMERICAN EXPRESS CO	Financial Services	21,032,958	$7.78B	0.49%	SOLD
28	INTU	INTUIT	Technology	11,709,784	$7.76B	0.49%	SOLD
29	TSM	TAIWAN SEMICONDUCTOR MFG LT	Technology	25,182,540	$7.65B	0.48%	SOLD
30	IVV	ISHARES CORE S&P 500 ETF	—	11,094,121	$7.60B	0.48%	SOLD
31	VOO	VANGUARD S&P 500 ETF	—	11,688,493	$7.33B	0.46%	SOLD
32	MMM	3M CO	Industrials	45,554,373	$7.29B	0.46%	SOLD
33	GS	GOLDMAN SACHS GROUP INC	Financial Services	7,874,962	$6.92B	0.43%	SOLD
34	BBCA	JPMORGAN BETABUILDERS CANADA	—	74,270,039	$6.91B	0.43%	SOLD
35	BBEU	JPMORGAN BETABUILDERS EUROPE ETF	—	91,996,902	$6.74B	0.42%	SOLD
36	SCHW	SCHWAB CHARLES CORP	Financial Services	67,190,915	$6.71B	0.42%	SOLD
37	PM	PHILIP MORRIS INTL INC	Consumer Defensive	41,711,363	$6.69B	0.42%	SOLD
38	—	BERKSHIRE HATHAWAY INC DEL	—	12,883,585	$6.48B	0.41%	SOLD
39	TT	TRANE TECHNOLOGIES PLC	Industrials	16,436,623	$6.40B	0.40%	SOLD
40	MS	MORGAN STANLEY	Financial Services	35,714,453	$6.34B	0.40%	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%