JC
Jpmorgan Chase & Co 13F Filing History & Holdings
Jpmorgan Chase & CoCIK: 0000019617
Diversified strategyMomentum follower
Total reported value
$1.6T
Reporting period: 2026-03-31 · Number of holdings: 33063
JPMORGAN CHASE & CO disclosed 33063 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.6T and a quarterly turnover rate of 25.7%.
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Personality snowflake
- Concentration
- 3.54
- Portfolio Stability
- 25.65
- Momentum/Contrarian
- 66.8
- Sector conviction
- 47.18
- Diversification
- 100
- Sizing Uniformity
- 19.16
Jpmorgan Chase & Co's disclosed holdings carry a Herfindahl concentration index of 0.009 — mathematically equivalent to about 113 equally-sized positions, well below its 33063 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 8.08), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Trim MSFT
-14.0% -$25.8B
Trim NVDA
-1.8% -$11.1B
Add VOO
+133.2% $8.5B
Add IVV
+112.4% $7.4B
Add XOM
+21.6% $6.2B
Trim AVGO
-2.1% -$5.5B
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
JPMorgan is not hunting alpha; it's rotating capital methodically out of the mega-cap tech winners that defined the prior cycle and into a barbell of broad market ETFs and high-yield bonds. This is a deliberate de-risking move — locking gains from MSFT, NVDA, AVGO while adding VOO, IVV, XOM, and SPYM signals a shift from conviction sizing toward passive index-heaving, a defensive posture against concentration risk.
Macro & Fundamentals
The flow decodes a regime shift bet: U.S. equity leadership is broadening beyond tech, and credit markets are pricing a soft landing where high yield outperforms. JPMorgan is positioning for a factor rotation from momentum to value and carry. The opposing thesis is that this is premature position-squeeze into an AI-driven productivity boom that justifies tech's premium — in which case they left significant alpha on the table.
Blind Spots / Risks
JPMorgan's 7,499-stock colossus is structurally blind to its own beta replication — the tech trims barely register in the portfolio's tracking error. The real risk is that SPYM high-yield allocation becomes a liquidity trap during a credit event, and the passive index additions (VOO, IVV) compound systemic vulnerability by overweighting the same companies they just trimmed in single names.
Sourced and summarized by AI from public SEC filings, limited to historical activity. Not investment guidance.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 33063 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.75% | -0.59% | -1.83% | |
| 2 | AAPL | Apple INC | Stock-Tech | 3.67% | -0.18% | +2.75% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.93% | -1.56% | -13.96% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.18% | -0.14% | +5.56% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.10% | — | +19.09% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.86% | — | +2.76% | |
| 7 | AVGO | Broadcom INC | Stock-Tech | 1.73% | -0.31% | -2.11% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | -0.09% | +14.42% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | — | +9.70% | |
| 10 | TSLA | Tesla INC | Stock-Consumer Disc | 1.05% | -0.21% | +3.33% | |
| 11 | MA | Mastercard INC - A | Stock-Financials | 1.04% | -0.08% | +4.62% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.56% | +133.19% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | +0.22% | +7.75% | |
| 14 | WMT | Walmart INC | Stock-Consumer Staples | 0.97% | +0.16% | +6.10% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.48% | +112.38% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | +0.41% | +21.63% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.89% | — | +4.62% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | -0.10% | +5.39% | |
| 19 | ABBV | Abbvie INC | Stock-Healthcare | 0.78% | — | +8.30% | |
| 20 | ✓ | Spdr S&p 500 ETF Tr | ETF-Large Cap & Growth | 0.77% | -0.31% | -25.07% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.75% | +0.14% | +18.48% | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 0.67% | — | +2.30% | |
| 23 | NEE | Nextera Energy INC | Stock-Utilities | 0.66% | +0.15% | +9.75% | |
| 24 | WFC | Wells Fargo & Co | Stock-Financials | 0.64% | -0.13% | -1.26% | |
| 25 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.60% | — | +1.56% | |
| 26 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.55% | — | +2.89% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.55% | +0.13% | +23.69% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | — | +26.99% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.50% | +0.13% | +28.78% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | — | -4.76% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.47% | — | +0.41% | |
| 32 | TXN | Texas Instruments INC | Stock-Tech | 0.46% | +0.15% | +35.51% | |
| 33 | XLF | Ss Financial Select Sector | ETF-Other | 0.45% | +0.12% | +50.43% | |
| 34 | MS | Morgan Stanley | Stock-Financials | 0.44% | — | +22.02% | |
| 35 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.44% | — | +9.91% | |
| 36 | BBCA | Jpmorgan Betabuilders Canada | ETF-Other | 0.44% | — | +0.73% | |
| 37 | TT | Trane Technologies plc | Stock-Industrials | 0.43% | — | +1.82% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.43% | — | +6.17% | |
| 39 | MMM | 3m Co | Stock-Industrials | 0.42% | — | +1.92% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.42% | +0.17% | +39.15% | |
| 41 | BBEU | Jpmorgan Betabuilders Europe | ETF-Other | 0.42% | — | +1.06% | |
| 42 | ADI | Analog Devices INC | Stock-Tech | 0.40% | — | -7.73% | |
| 43 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.40% | +0.21% | +81.41% | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | -0.16% | -18.13% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.39% | -0.10% | -2.97% | |
| 46 | APH | Amphenol Corp-cl A | Stock-Tech | 0.38% | — | +43.54% | |
| 47 | NFLX | Netflix INC | Stock-Comm Services | 0.38% | — | -0.91% | |
| 48 | GS | Goldman Sachs Group INC | Stock-Financials | 0.37% | — | -8.37% | |
| 49 | INTU | Intuit INC | Stock-Tech | 0.36% | -0.13% | +11.86% | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.35% | — | +22.70% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+18.3%
Based on 75% of reported portfolio value with available pricing
- Stdev
- +12.5%
- Beta
- +0.94
- Alpha
- -1.2%
- Max Drawdown
- -7.9%
- Annualized Perf
- +16.6%
- Batting Avg vs S&P
- +52.8%
- Sortino
- +2.63
- Stutzer
- +0.38
- Treynor
- +0.17
- Sterling
- +0.99
- Calmar
- +2.1
- Information Ratio
- -1.02
- Tracking Error
- +2.2%
- Stdev Down
- +6.1%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +33.8%
- Worst 12 Months
- +6%
- Efficiency Ratio
- +0.53
- Sharpe
- +1.29
- Stdev Sectors
- +7.8%
- Skewness
- +0.18
- Kurtosis
- -0.13
- Upside Potential
- +4.33
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 33063 | $1.6T | 26 | |
| 2025-12-31 | 31795 | $1.6T | 20 | |
| 2025-09-30 | 32847 | $1.7T | 35 | |
| 2025-06-30 | 31400 | $1.5T | 0 | |
| 2025-03-31 | 33562 | $1.4T | 100 | |
| 2024-12-31 | 33339 | $1.3T | 0 | |
| 2024-09-30 | 33867 | $1.3T | 0 | |
| 2024-06-30 | 33036 | $1.2T | 0 | |
| 2024-03-31 | 32120 | $1.2T | 0 | |
| 2023-12-31 | 31048 | $1.0T | 0 | |
| 2023-09-30 | 28016 | $906.4B | 0 | |
| 2023-06-30 | 27992 | $920.3B | 0 | |
| 2023-03-31 | 27248 | $820.9B | 0 | |
| 2022-12-31 | 26794 | $758.6B | 0 | |
| 2022-09-30 | 24311 | $696.4B | 0 | |
| 2022-06-30 | 24261 | $717.9B | 0 | |
| 2022-03-31 | 25304 | $830.3B | 0 | |
| 2021-12-31 | 25759 | $865.9B | 0 | |
| 2021-09-30 | 24669 | $808.7B | 0 | |
| 2021-06-30 | 24106 | $838.2B | 100 | |
| 2021-03-31 | 23392 | $749.2B | 27 | |
| 2020-12-31 | 22648 | $680.6B | 28 | |
| 2020-09-30 | 21857 | $595.1B | 24 | |
| 2020-06-30 | 22749 | $518.2B | 32 | |
| 2020-03-31 | 22294 | $425.9B | 38 | |
| 2019-12-31 | 20985 | $536.3B | 23 | |
| 2019-09-30 | 20809 | $502.2B | 22 | |
| 2019-06-30 | 20418 | $511.4B | 25 | |
| 2019-03-31 | 20871 | $489.5B | 26 | |
| 2018-12-31 | 21576 | $432.5B | 34 | |
| 2018-09-30 | 21465 | $522.2B | 24 | |
| 2018-06-30 | 21120 | $486.3B | 26 | |
| 2018-03-31 | 20822 | $466.5B | 24 | |
| 2017-12-31 | 20409 | $474.6B | 23 | |
| 2017-09-30 | 18886 | $453.3B | 21 | |
| 2017-06-30 | 18588 | $437.5B | 24 | |
| 2017-03-31 | 19080 | $437.6B | 22 | |
| 2016-12-31 | 18667 | $416.2B | 23 | |
| 2016-09-30 | 17428 | $406.3B | 23 | |
| 2016-06-30 | 19609 | $401.0B | 22 | |
| 2016-03-31 | 18696 | $390.7B | 28 | |
| 2015-12-31 | 18721 | $398.3B | 27 | |
| 2015-09-30 | 17405 | $374.1B | 34 | |
| 2015-06-30 | 23690 | $424.2B | 26 | |
| 2015-03-31 | 23672 | $439.1B | 26 | |
| 2014-12-31 | 23837 | $437.4B | 27 | |
| 2014-09-30 | 24886 | $421.9B | 24 | |
| 2014-06-30 | 23773 | $393.8B | 26 | |
| 2014-03-31 | 24079 | $362.5B | 22 | |
| 2013-12-31 | 24697 | $352.4B | 24 | |
| 2013-09-30 | 26127 | $337.4B | 21 | |
| 2013-06-30 | 25369 | $313.7B | — |
Holding changes this quarter
Jpmorgan Chase & Co's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Trim: Microsoft CORP (MSFT) — shares -13.96%; Trim: Nvidia CORP (NVDA) — shares -1.83%; Add: Vanguard S&p 500 ETF (VOO) — shares +133.19%; Add: Ishares Core S&p 500 ETF (IVV) — shares +112.38%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.6% | +133.19% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +112.38% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.4% | +21.63% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +717.70% | Add |
| 5 | JNJ | Johnson & Johnson | +0.2% | +7.75% | Add |
| 6 | MRK | Merck & Co. INC. | +0.2% | +81.41% | Add |
| 7 | LRCX | Lam Research CORP | +0.2% | +39.15% | Add |
| 8 | WMT | Walmart INC | +0.2% | +6.10% | Add |
| 9 | TXN | Texas Instruments INC | +0.2% | +35.51% | Add |
| 10 | COP | Conocophillips | +0.2% | +37.27% | Add |
| 11 | NEE | Nextera Energy INC | +0.2% | +9.75% | Add |
| 12 | MCD | Mcdonald's CORP | +0.1% | +18.48% | Add |
| 13 | WDC | Western Digital CORP | +0.1% | +22.50% | Add |
| 14 | AZO | Autozone INC | +0.1% | +103.02% | Add |
| 15 | PG | Procter & Gamble Co/the | +0.1% | +64.27% | Add |
| 16 | RTX | Rtx CORP | +0.1% | +28.78% | Add |
| 17 | PM | Philip Morris International | +0.1% | +23.69% | Add |
| 18 | GILD | Gilead Sciences INC | +0.1% | +47.56% | Add |
| 19 | XLF | Ss Financial Select Sector | +0.1% | +50.43% | Add |
| 20 | AMGN | Amgen INC | +0.1% | +217.31% | Add |
| 21 | MA | Mastercard INC - A | -0.1% | +4.62% | Add |
| 22 | META | Meta Platforms Inc-class A | -0.1% | +14.42% | Add |
| 23 | LLY | Eli Lilly & Co | -0.1% | +5.39% | Add |
| 24 | AXP | American Express Co | -0.1% | -2.97% | Trim |
| 25 | CVNA | Carvana Co | -0.1% | -58.62% | Trim |
| 26 | DHR | Danaher CORP | -0.1% | -21.63% | Trim |
| 27 | SOFI | Sofi Technologies INC | -0.1% | -97.22% | Trim |
| 28 | SE | Sea Ltd-adr | -0.1% | -56.43% | Trim |
| 29 | TSLA | Tesla, Inc. | -0.1% | -86.68% | Trim |
| 30 | WFC | Wells Fargo & Co | -0.1% | -1.26% | Trim |
| 31 | INTU | Intuit INC | -0.1% | +11.86% | Add |
| 32 | AMZN | Amazon.com INC | -0.1% | +5.56% | Add |
| 33 | ✓ | -0.1% | -53.37% | Trim | |
| 34 | NOW | Servicenow INC | -0.2% | -18.12% | Trim |
| 35 | SLV | iShares Silver Trust | -0.2% | -55.26% | Trim |
| 36 | BAC | Bank Of America CORP | -0.2% | -18.13% | Trim |
| 37 | AAPL | Apple INC | -0.2% | +2.75% | Add |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -57.23% | Trim |
| 39 | HOOD | Robinhood Markets INC - A | -0.2% | -59.18% | Trim |
| 40 | APP | Applovin Corp-class A | -0.2% | -41.76% | Trim |
| 41 | TSLA | Tesla INC | -0.2% | +3.33% | Add |
| 42 | ORCL | Oracle CORP | -0.2% | -21.18% | Trim |
| 43 | SHOP | Shopify INC - Class A | -0.2% | -47.76% | Trim |
| 44 | GLD | SPDR Gold Shares | -0.2% | -62.43% | Trim |
| 45 | PLTR | Palantir Technologies Inc-a | -0.2% | -39.41% | Trim |
| 46 | AVGO | Broadcom INC | -0.3% | -2.11% | Trim |
| 47 | ✓ | Spdr S&p 500 ETF Tr | -0.3% | -25.07% | Trim |
| 48 | NVDA | Nvidia CORP | -0.6% | -1.83% | Trim |
| 49 | MSFT | Microsoft CORP | -1.6% | -13.96% | Trim |
| 50 | AZN | AstraZeneca PLC | — | NEW | New buy |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2026-03-31 | 2026-05-13 | Amendment | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-26 | Amendment | View on EDGAR |
| 2025-09-30 | 2025-11-07 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-12 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-12 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-12-26 | Amendment | View on EDGAR |
| 2024-09-30 | 2024-11-08 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-12-26 | Amendment | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-12-26 | Amendment | View on EDGAR |
| 2024-03-31 | 2024-05-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-12-26 | Amendment | View on EDGAR |
| 2023-12-31 | 2024-02-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-18 | Amendment | View on EDGAR |
| 2023-03-31 | 2023-05-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-11 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | Amendment | View on EDGAR |
| 2021-12-31 | 2022-02-10 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-12 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-19 | Amendment | View on EDGAR |
| 2020-12-31 | 2021-02-11 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | Amendment | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-11 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-12 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-11 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-07 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-07 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-11 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | Amendment | View on EDGAR |
| 2018-09-30 | 2018-11-07 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-10 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-13 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-09 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-09 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-10 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-06 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-04 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-08 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-10 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-13 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-13 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-12-08 | Amendment | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-09-03 | Amendment | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-26 | Amendment | View on EDGAR |
| 2013-12-31 | 2014-02-13 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-31 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-13 | 13F-HR | View on EDGAR |
FAQ
What is Jpmorgan Chase & Co and what type of investor is it?
Jpmorgan Chase & Co is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.6T, spread across 33063 disclosed positions.
What are Jpmorgan Chase & Co's largest equity positions?
Based on the latest 13F filing, Jpmorgan Chase & Co's top holdings by market value are:
1. Nvidia CORP (NVDA) — $74.0B (4.8%)
2. Apple INC (AAPL) — $57.1B (3.7%)
3. Microsoft CORP (MSFT) — $45.6B (2.9%)
4. Amazon.com INC (AMZN) — $33.9B (2.2%)
5. Alphabet Inc-cl C (GOOG) — $32.7B (2.1%)
What changes did Jpmorgan Chase & Co make in its most recent portfolio filing?
In the latest reported quarter, Jpmorgan Chase & Co made 50 notable position adjustments: 1 new positions were initiated, 27 existing holdings were added to, 22 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); Trim: Microsoft CORP (MSFT) — shares -13.96%; Trim: Nvidia CORP (NVDA) — shares -1.83%; Add: Vanguard S&p 500 ETF (VOO) — shares +133.19%; Add: Ishares Core S&p 500 ETF (IVV) — shares +112.38%
What sectors does Jpmorgan Chase & Co focus on?
Jpmorgan Chase & Co is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 30.8%
• Financials: 11.6%
• Health Care: 11.4%
• Consumer Discretionary: 10.9%
• Communication Services: 9.7%
• Industrials: 9.1%
Peer Institutions
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8,577 stks
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Sector conviction48.4
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Sector conviction59.4
AUM within 6.6% of this institution
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BO
Bank Of America CORP /de/
CIK 0000070858
Total reported value
$1.4T
17,872 stks
2026-03-31
Concentration2.3
Portfolio Stability15.9
Sector conviction56.0
AUM within 12.1% of this institution
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Similar Holdings Style
Institutions with overlapping top holdings
FA
Fred Alger Management, LLC
CIK 0000003520
Total reported value
$22.8B
525 stks
2026-03-31
Concentration16.8
Portfolio Stability32.2
Sector conviction81.0
5 of the top 5 holdings overlap, including Nvidia CORP
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TF
Thrivent Financial for Lutherans
CIK 0000314984
Total reported value
$52.5B
4,385 stks
2026-03-31
Concentration2.4
Portfolio Stability30.8
Sector conviction41.3
5 of the top 5 holdings overlap, including Nvidia CORP
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SI
Sei Investments Co
CIK 0000350894
Total reported value
$108.4B
6,108 stks
2026-03-31
Concentration2.3
Portfolio Stability22.2
Sector conviction43.7
5 of the top 5 holdings overlap, including Nvidia CORP
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