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 8 of 365 · 7,290 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
141	CVS	CVS HEALTH CORP	Healthcare	31,202,668	$2.48B	0.15%	SOLD
142	WDC	WESTERN DIGITAL CORP	Technology	14,295,965	$2.46B	0.15%	SOLD
143	HD	HOME DEPOT INC	Consumer Cyclical	7,038,613	$2.42B	0.15%	SOLD
144	BSX	BOSTON SCIENTIFIC CORP	Healthcare	25,372,886	$2.42B	0.15%	SOLD
145	CSCO	CISCO SYS INC	Technology	30,332,862	$2.34B	0.15%	SOLD
146	ISRG	INTUITIVE SURGICAL INC	Healthcare	4,080,880	$2.31B	0.14%	SOLD
147	COP	CONOCOPHILLIPS	Energy	24,510,271	$2.29B	0.14%	SOLD
148	SNOW	SNOWFLAKE INC	Technology	10,252,770	$2.25B	0.14%	SOLD
149	— PUT	TESLA INC	—	4,971,500	$2.24B	0.14%	SOLD
150	QQQ	INVESCO QQQ TRUST SERIES 1	Financial Services	3,615,492	$2.22B	0.14%	SOLD
151	EW	EDWARDS LIFESCIENCES CORP	Healthcare	26,024,852	$2.22B	0.14%	SOLD
152	VTR	VENTAS INC	Real Estate	28,126,464	$2.18B	0.14%	SOLD
153	C	CITIGROUP INC	Financial Services	18,408,720	$2.15B	0.14%	SOLD
154	MCK	MCKESSON CORP	Healthcare	2,589,258	$2.12B	0.13%	SOLD
155	PANW	PALO ALTO NETWORKS INC	Technology	11,503,089	$2.12B	0.13%	SOLD
156	IEI	ISHARES 3-7 YEAR TREASURY BO	—	17,694,417	$2.11B	0.13%	SOLD
157	EWJ	ISHARES MSCI JAPAN ETF	—	26,089,851	$2.11B	0.13%	SOLD
158	—	ENTERGY CORP NEW	—	22,694,994	$2.10B	0.13%	SOLD
159	TRV	TRAVELERS COMPANIES INC	Financial Services	7,168,621	$2.08B	0.13%	SOLD
160	JMTG	MORTGAGE-BACKED SECURITIES	—	40,513,319	$2.07B	0.13%	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%