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 10 of 365 · 7,290 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
181	CRM	SALESFORCE INC	Technology	6,557,541	$1.74B	0.11%	SOLD
182	ACN	ACCENTURE PLC IRELAND	Technology	6,471,399	$1.74B	0.11%	SOLD
183	VST	VISTRA CORP	Utilities	10,745,366	$1.73B	0.11%	SOLD
184	DOV	DOVER CORP	Industrials	8,803,090	$1.72B	0.11%	SOLD
185	— CALL	ISHARES TR	—	20,894,600	$1.68B	0.11%	SOLD
186	—	CENCORA INC	—	4,982,557	$1.68B	0.11%	SOLD
187	EQIX	EQUINIX INC	Real Estate	2,193,256	$1.68B	0.10%	SOLD
188	SOFI	SOFI TECHNOLOGIES INC	Financial Services	64,131,503	$1.68B	0.10%	SOLD
189	BBMC	JPM BETABUILDERS US MID CAP	—	15,660,497	$1.67B	0.10%	SOLD
190	CB	CHUBB LIMITED	Financial Services	5,330,052	$1.66B	0.10%	SOLD
191	BK	BANK NEW YORK MELLON CORP	Financial Services	14,196,992	$1.65B	0.10%	SOLD
192	VTI	VANGUARD TOTAL STOCK MKT ETF	—	4,863,654	$1.63B	0.10%	SOLD
193	IEFA	ISHARES CORE MSCI EAFE ETF	—	18,177,164	$1.63B	0.10%	SOLD
194	AMP	AMERIPRISE FINL INC	Financial Services	3,261,177	$1.60B	0.10%	SOLD
195	JPM	JPMORGAN CHASE & CO.	Financial Services	4,926,369	$1.59B	0.10%	SOLD
196	XLY	STATE STREET CONSUMER DISCRETI	—	13,281,244	$1.59B	0.10%	SOLD
197	D	DOMINION ENERGY INC	Utilities	27,006,893	$1.58B	0.10%	SOLD
198	RBLX	ROBLOX CORP	Technology	19,522,195	$1.58B	0.10%	SOLD
199	WELL	WELLTOWER INC	Real Estate	8,440,994	$1.57B	0.10%	SOLD
200	CDNS	CADENCE DESIGN SYSTEM INC	Technology	4,975,671	$1.56B	0.10%	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%