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 144 of 365 · 7,290 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
2861	— CALL	REGIONS FINANCIAL CORP NEW	—	300,000	$8.1M	0.00%	SOLD
2862	CENTA	CENTRAL GARDEN & PET CO	Consumer Defensive	277,731	$8.1M	0.00%	SOLD
2863	NSA	NATIONAL STORAGE AFFILIATES	Real Estate	286,992	$8.1M	0.00%	SOLD
2864	— PUT	UNITED RENTALS INC	—	10,000	$8.1M	0.00%	SOLD
2865	VAC	MARRIOTT VACATIONS WORLDWID	Consumer Cyclical	140,163	$8.1M	0.00%	SOLD
2866	VYX	NCR VOYIX CORPORATION	Technology	791,745	$8.1M	0.00%	SOLD
2867	EZM	WISDOMTREE US MIDCAP FUND	—	120,894	$8.1M	0.00%	SOLD
2868	—	SS SPDR S&P LEVERAGED LOAN	—	320,000	$8.1M	0.00%	SOLD
2869	IDMO	INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF	—	144,598	$8.0M	0.00%	SOLD
2870	CATY	CATHAY GEN BANCORP	Financial Services	165,785	$8.0M	0.00%	SOLD
2871	RYAN	RYAN SPECIALTY HOLDINGS INC	Financial Services	155,133	$8.0M	0.00%	SOLD
2872	TILE	INTERFACE INC	Consumer Cyclical	286,249	$8.0M	0.00%	SOLD
2873	IMAX	IMAX CORP	Communication Services	216,103	$8.0M	0.00%	SOLD
2874	—	PLYMOUTH INDL REIT INC	—	364,698	$8.0M	0.00%	SOLD
2875	NTGR	NETGEAR INC	Technology	325,176	$8.0M	0.00%	SOLD
2876	MRCY	MERCURY SYS INC	Industrials	109,132	$8.0M	0.00%	SOLD
2877	SNDX	SYNDAX PHARMACEUTICALS INC	Healthcare	378,504	$8.0M	—	SOLD
2878	OSW	ONESPAWORLD HOLDINGS LIMITE	Consumer Cyclical	383,336	$8.0M	—	SOLD
2879	DNL	WISDMTREE GB EX-US QL GR-USD	—	192,874	$8.0M	—	SOLD
2880	STC	STEWART INFORMATION SVCS CO	Financial Services	113,092	$7.9M	—	SOLD

Page 144 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%