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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 51 of 365  ·  7,290 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1001 IJK ISHARES S&P MID-CAP 400 GROW 885,104 $85.7M 0.01% SOLD
1002 CALL MASTERCARD INCORPORATED 149,800 $85.5M 0.01% SOLD
1003 JPMORGAN SHORT DURATION CORE 1,794,460 $85.3M 0.01% SOLD
1004 GPOR GULFPORT ENERGY CORP Energy 409,882 $85.3M 0.01% SOLD
1005 SUN SUNOCO LP/SUNOCO FIN CORP Energy 1,626,278 $85.2M 0.01% SOLD
1006 CALL SPDR DOW JONES INDL AVERAGE 177,100 $85.1M 0.01% SOLD
1007 PUT STRYKER CORPORATION 241,300 $84.8M 0.01% SOLD
1008 CALL AUTOZONE INC 25,000 $84.8M 0.01% SOLD
1009 CALL STRYKER CORPORATION 241,100 $84.7M 0.01% SOLD
1010 IWP ISHARES RUSSELL MID-CAP GROW 618,230 $84.7M 0.01% SOLD
1011 MUSA MURPHY USA INC Consumer Cyclical 209,355 $84.5M 0.01% SOLD
1012 MGV VANGUARD MEGA CAP VALUE ETF 597,489 $84.3M 0.01% SOLD
1013 THC TENET HEALTHCARE CORP Healthcare 422,868 $84.0M 0.01% SOLD
1014 PUT METLIFE INC 1,062,000 $83.8M 0.01% SOLD
1015 CFR CULLEN FROST BANKERS INC Financial Services 661,772 $83.8M 0.01% SOLD
1016 PRIM PRIMORIS SVCS CORP Industrials 672,192 $83.4M 0.01% SOLD
1017 PNR PENTAIR PLC Industrials 800,882 $83.4M 0.01% SOLD
1018 PUT GE AEROSPACE 270,100 $83.2M 0.01% SOLD
1019 PUT WALMART INC 744,600 $83.0M 0.01% SOLD
1020 FBIN FORTUNE BRANDS INNOVATIONS Industrials 1,653,760 $82.7M 0.01% SOLD
Page 51 of 365  ·  7,290 positions
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%