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 108 of 365 · 7,290 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
2141	UPST	UPSTART HLDGS INC	Financial Services	410,608	$18.0M	0.00%	SOLD
2142	—	DEXCOM INC	—	19,492,000	$17.9M	0.00%	SOLD
2143	PB	PROSPERITY BANCSHARES INC	Financial Services	259,593	$17.9M	0.00%	SOLD
2144	CALY	TOPGOLF CALLAWAY BRANDS COR	Consumer Cyclical	1,537,013	$17.9M	0.00%	SOLD
2145	WAL	WESTERN ALLIANCE BANCORP	Financial Services	213,087	$17.9M	0.00%	SOLD
2146	XHE	SS SPDR S&P HC EQUIP ETF	—	201,947	$17.8M	0.00%	SOLD
2147	PGNY	PROGYNY INC	Healthcare	692,619	$17.8M	0.00%	SOLD
2148	BC	BRUNSWICK CORP	Consumer Cyclical	239,317	$17.8M	0.00%	SOLD
2149	—	RALLIANT CORP	—	348,589	$17.7M	0.00%	SOLD
2150	BBIB	JPM BETA US TR 3-10 YR ETF	—	178,459	$17.7M	0.00%	SOLD
2151	MAX	MEDIAALPHA INC	Communication Services	1,367,896	$17.7M	0.00%	SOLD
2152	ABG	ASBURY AUTOMOTIVE GROUP INC	Consumer Cyclical	75,993	$17.7M	0.00%	SOLD
2153	FLTW	FRANKLIN FTSE TAIWAN ETF	—	290,149	$17.7M	0.00%	SOLD
2154	OMCL	OMNICELL COM	Healthcare	389,662	$17.7M	0.00%	SOLD
2155	TAN	INVESCO SOLAR ETF	—	359,238	$17.6M	0.00%	SOLD
2156	CGDV	CAP GROUP DIVIDEND VALUE	—	403,934	$17.6M	0.00%	SOLD
2157	SKYY	FIRST TRUST CLOUD COMPUTING ETF	—	135,471	$17.6M	0.00%	SOLD
2158	AAL	AMERICAN AIRLS GROUP INC	Industrials	1,149,463	$17.6M	0.00%	SOLD
2159	— CALL	FORD MTR CO	—	1,340,000	$17.6M	0.00%	SOLD
2160	VSS	VANGUARD FTSE ALL WO X-US SC	—	122,566	$17.6M	0.00%	SOLD

Page 108 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%