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 30 of 365 · 7,290 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
581	VRSK	VERISK ANALYTICS INC	Industrials	1,147,147	$256.6M	0.02%	SOLD
582	GM	GENERAL MTRS CO	Consumer Cyclical	3,128,611	$254.4M	0.02%	SOLD
583	EFG	ISHARES MSCI EAFE GROWTH ETF	—	2,230,640	$254.1M	0.02%	SOLD
584	MCO	MOODYS CORP	Financial Services	495,596	$253.2M	0.02%	SOLD
585	EXLS	EXLSERVICE HOLDINGS INC	Technology	5,927,793	$251.6M	0.02%	SOLD
586	KGC	KINROSS GOLD CORP	Basic Materials	8,892,322	$250.4M	0.02%	SOLD
587	MAC	MACERICH CO	Real Estate	13,555,892	$250.2M	0.02%	SOLD
588	RL	RALPH LAUREN CORP	Consumer Cyclical	707,535	$250.2M	0.02%	SOLD
589	VLO	VALERO ENERGY CORP	Energy	1,535,969	$250.0M	0.02%	SOLD
590	LUV	SOUTHWEST AIRLS CO	Industrials	6,031,298	$249.3M	0.02%	SOLD
591	HSY	HERSHEY CO	Consumer Defensive	1,365,092	$248.4M	0.02%	SOLD
592	FIG	FIGMA INC	Technology	6,643,939	$248.3M	0.02%	SOLD
593	PEN	PENUMBRA INC	Healthcare	797,490	$247.9M	0.02%	SOLD
594	MKSI	MKS INC.	Technology	1,551,443	$247.9M	0.02%	SOLD
595	KR	KROGER CO	Consumer Defensive	3,936,362	$245.9M	0.01%	SOLD
596	ZBRA	ZEBRA TECHNOLOGIES CORPORAT	Technology	1,010,886	$245.5M	0.01%	SOLD
597	— PUT	BRISTOL-MYERS SQUIBB CO	—	4,539,700	$244.9M	0.01%	SOLD
598	ROK	ROCKWELL AUTOMATION INC	Industrials	628,818	$244.7M	0.01%	SOLD
599	JPRE	JPMORGAN REALTY INCOME ETF	—	5,211,389	$243.4M	0.01%	SOLD
600	— PUT	ELI LILLY & CO	—	225,500	$242.3M	0.01%	SOLD

Page 30 of 365 · 7,290 positions

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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%