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 15 of 365 · 7,290 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
281	SHY	ISHARES 1-3 YEAR TREASURY BO	—	10,609,701	$878.7M	0.06%	SOLD
282	VUG	VANGUARD GROWTH ETF	—	1,792,931	$874.7M	0.06%	SOLD
283	SBAC	SBA COMMUNICATIONS CORP NEW	Real Estate	4,521,258	$874.5M	0.06%	SOLD
284	—	IQVIA HLDGS INC	—	3,799,600	$856.5M	0.05%	SOLD
285	RJF	RAYMOND JAMES FINL INC	Financial Services	5,314,641	$853.5M	0.05%	SOLD
286	OMC	OMNICOM GROUP INC	Communication Services	10,563,517	$853.0M	0.05%	SOLD
287	AME	AMETEK INC	Industrials	4,109,307	$843.7M	0.05%	SOLD
288	WCN	WASTE CONNECTIONS INC	Industrials	4,763,742	$835.4M	0.05%	SOLD
289	CRDO	CREDO TECHNOLOGY GROUP HOLD	Technology	5,794,510	$833.8M	0.05%	SOLD
290	IUSB	ISHR CR UNVRSE USD BD ETF-UI	—	17,846,746	$830.6M	0.05%	SOLD
291	RCL	ROYAL CARIBBEAN GROUP	Consumer Cyclical	2,950,488	$823.0M	0.05%	SOLD
292	STT	STATE STR CORP	Financial Services	6,378,525	$822.9M	0.05%	SOLD
293	IYW	ISHARES USTECHNOLOGY ETF	—	4,033,291	$805.4M	0.05%	SOLD
294	SPGI	S&P GLOBAL INC	Financial Services	1,533,367	$801.3M	0.05%	SOLD
295	JEMA	JPMORGAN ACTIVEBUILDERS EMER	—	16,294,343	$798.4M	0.05%	SOLD
296	MRSH	MARSH & MCLENNAN COS INC	Financial Services	4,278,658	$793.8M	0.05%	SOLD
297	TLT	ISHARES 20 YEAR TREASURY BD	—	8,997,581	$784.2M	0.05%	SOLD
298	BA	BOEING CO	Industrials	3,603,364	$782.4M	0.05%	SOLD
299	VWO	VANGUARD FTSE EMERGING MARKE	—	14,545,779	$782.0M	0.05%	SOLD
300	KMI	KINDER MORGAN INC DEL	Energy	28,300,059	$778.0M	0.05%	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%