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 26 of 365 · 7,290 positions

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
501	BIIB	BIOGEN INC	Healthcare	1,857,262	$326.9M	0.02%	SOLD
502	MCHP	MICROCHIP TECHNOLOGY INC.	Technology	5,094,219	$324.6M	0.02%	SOLD
503	—	HEICO CORP NEW	—	1,282,124	$323.6M	0.02%	SOLD
504	LH	LABCORP HOLDINGS INC	Healthcare	1,287,177	$322.9M	0.02%	SOLD
505	AA	ALCOA CORP	Basic Materials	6,038,069	$320.9M	0.02%	SOLD
506	MIDD	MIDDLEBY CORP	Industrials	2,153,171	$320.1M	0.02%	SOLD
507	LMND	LEMONADE INC	Financial Services	4,483,431	$319.1M	0.02%	SOLD
508	— PUT	ALPHABET INC	—	1,016,600	$318.2M	0.02%	SOLD
509	BR	BROADRIDGE FINL SOLUTIONS I	Technology	1,403,997	$313.3M	0.02%	SOLD
510	GRMN	GARMIN LTD	Technology	1,542,430	$312.9M	0.02%	SOLD
511	— PUT	SPDR DOW JONES INDL AVERAGE	—	650,600	$312.7M	0.02%	SOLD
512	NI	NISOURCE INC	Utilities	7,477,325	$312.3M	0.02%	SOLD
513	ITUB	ITAU UNIBANCO HLDG S A	Financial Services	43,540,350	$311.7M	0.02%	SOLD
514	BALL	BALL CORP	Consumer Cyclical	5,881,973	$311.6M	0.02%	SOLD
515	— PUT	ALIBABA GROUP HLDG LTD	—	2,119,500	$310.7M	0.02%	SOLD
516	JBHT	HUNT J B TRANS SVCS INC	Industrials	1,597,465	$310.5M	0.02%	SOLD
517	A	AGILENT TECHNOLOGIES INC	Healthcare	2,275,841	$309.7M	0.02%	SOLD
518	LECO	LINCOLN ELEC HLDGS INC	Industrials	1,280,116	$306.8M	0.02%	SOLD
519	—	CYBERARK SOFTWARE LTD	—	687,392	$306.6M	0.02%	SOLD
520	TCOM	TRIP COM GROUP LTD	Consumer Cyclical	4,261,265	$306.4M	0.02%	SOLD

Page 26 of 365 · 7,290 positions

← Prev 1… 24 25 26 27 28 …365 Next →

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%