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 7 of 365 · 7,290 positions

← Prev 1… 5 6 7 8 9 …365 Next →

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
121	— CALL	MICROSOFT CORP	—	5,700,000	$2.76B	0.17%	SOLD
122	VRTX	VERTEX PHARMACEUTICALS INC	Healthcare	6,039,481	$2.74B	0.17%	SOLD
123	SE	SEA LTD	Consumer Cyclical	21,452,130	$2.74B	0.17%	SOLD
124	TJX	TJX COS INC NEW	Consumer Cyclical	17,563,008	$2.70B	0.17%	SOLD
125	NET	CLOUDFLARE INC	Technology	13,607,106	$2.68B	0.17%	SOLD
126	UNP	UNION PAC CORP	Industrials	11,457,864	$2.65B	0.17%	SOLD
127	CRWD	CROWDSTRIKE HLDGS INC	Technology	5,597,983	$2.62B	0.17%	SOLD
128	VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	—	44,271,961	$2.60B	0.16%	SOLD
129	XLV	STATE STREET HEALTH CARE SELEC	—	16,768,323	$2.60B	0.16%	SOLD
130	USB	US BANCORP DEL	Financial Services	48,532,135	$2.59B	0.16%	SOLD
131	CVNA	CARVANA CO	Consumer Cyclical	6,130,229	$2.59B	0.16%	SOLD
132	MELI	MERCADOLIBRE INC	Consumer Cyclical	1,283,886	$2.59B	0.16%	SOLD
133	TTWO	TAKE-TWO INTERACTIVE SOFTWA	Communication Services	10,042,215	$2.57B	0.16%	SOLD
134	COST	COSTCO WHSL CORP NEW	Consumer Defensive	2,980,601	$2.57B	0.16%	SOLD
135	EMR	EMERSON ELEC CO	Industrials	19,283,287	$2.56B	0.16%	SOLD
136	BSV	VANGUARD SHORT-TERM BOND ETF	—	32,337,635	$2.55B	0.16%	SOLD
137	CIEN	CIENA CORP	Technology	10,864,292	$2.54B	0.16%	SOLD
138	AMT	AMERICAN TOWER CORP NEW	Real Estate	14,412,242	$2.53B	0.16%	SOLD
139	PLD	PROLOGIS INC.	Real Estate	19,799,398	$2.53B	0.16%	SOLD
140	PWR	QUANTA SVCS INC	Industrials	5,961,817	$2.52B	0.16%	SOLD

Page 7 of 365 · 7,290 positions

← Prev 1… 5 6 7 8 9 …365 Next →

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%