Institution

Jpmorgan Chase & Co

13F for the quarter to June 30, 2026, filed August 12, 2026 · SEC CIK 19617

Reported value: $1.71tn
Positions we cover: 3,783
Copy, a year: +13.8%
Copy Sharpe ratio: 0.74

How copying its 13F would have done

CopyS&P 500 $10,000 copying Jpmorgan Chase & Co's filed holdings in companies we cover from August 16, 2013, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −33.7% (S&P 500 −31.8%); beta 1.03; alpha −0.6% a year (t = −0.86); last 12 months +7.8% against +12.1%.

Reported value by quarter

Jpmorgan Chase & Co: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).

View chart data

Period	Reported value
2013-06-30	$296.3B
2013-09-30	$322.4B
2013-12-31	$337.8B
2014-03-31	$352.8B
2014-06-30	$385B
2014-09-30	$395.8B
2014-12-31	$412.7B
2015-03-31	$412.9B
2015-06-30	$401.4B
2015-09-30	$352.9B
2015-12-31	$375.8B
2016-03-31	$363.3B
2016-06-30	$369.2B
2016-09-30	$373.8B
2016-12-31	$381.9B
2017-03-31	$396.7B
2017-06-30	$408.3B
2017-09-30	$422.2B
2017-12-31	$442.7B
2018-03-31	$435.7B
2018-06-30	$447.5B
2018-09-30	$479.9B
2018-12-31	$398.1B
2019-03-31	$449.8B
2019-06-30	$469.4B
2019-09-30	$463.4B
2019-12-31	$485.8B
2020-03-31	$398.6B
2020-06-30	$487.7B
2020-09-30	$537.4B
2020-12-31	$619B
2021-03-31	$695.1B
2021-06-30	$775.8B
2021-09-30	$748.8B
2021-12-31	$803.3B
2022-03-31	$769.8B
2022-06-30	$672.2B
2022-09-30	$643.2B
2022-12-31	$702.2B
2023-03-31	$767.3B
2023-06-30	$870.8B
2023-09-30	$854.2B
2023-12-31	$976.2B
2024-03-31	$1.1T
2024-06-30	$1.2T
2024-09-30	$1.2T
2024-12-31	$1.3T
2025-03-31	$1.3T
2025-06-30	$1.5T
2025-09-30	$3.1T
2025-12-31	$1.5T
2026-03-31	$1.5T
2026-06-30	$1.7T

Holdings and moves

Company	Share of portfolio	Value	Shares	Change in shares
NVDANVIDIA Corporation	5.12%	$87.6bn	449.40M	+0.4%
AAPLApple Inc.	3.77%	$64.5bn	228.76M	−1.2% Reduced
MSFTMicrosoft Corporation	2.91%	$49.8bn	135.17M	+6.3% Added
AMZNAmazon	2.36%	$40.3bn	167.98M	−0.6% Reduced
AVGOBroadcom	2.07%	$35.4bn	95.02M	+3.5% Added
GOOGLAlphabet Inc. (Class A)	1.90%	$32.5bn	91.92M	+29.6% Added
MUMicron Technology	1.73%	$29.6bn	25.84M	+63.8% Added
METAMeta Platforms	1.51%	$25.8bn	45.94M	−8.4% Reduced
AMDAdvanced Micro Devices	1.27%	$21.7bn	40.31M	+66.2% Added
LRCXLam Research	1.09%	$18.6bn	45.32M	+38.5% Added
TSLATesla, Inc.	1.01%	$17.3bn	41.97M	−8.9% Reduced
LLYLilly (Eli)	0.91%	$15.5bn	12.60M	−8.0% Reduced
JNJJohnson & Johnson	0.88%	$15.1bn	58.30M	−7.6% Reduced
MAMastercard	0.84%	$14.4bn	28.23M	−13.6% Reduced
ABBVAbbVie	0.71%	$12.2bn	47.86M	−15.6% Reduced
WDCWestern Digital	0.65%	$11.1bn	17.01M	−2.9% Reduced
WMTWalmart	0.65%	$11.0bn	96.31M	−21.4% Reduced
TSMTaiwan Semiconductor Manufacturing Co LTD	0.63%	$10.8bn	23.83M	−0.6% Reduced
NEENextEra Energy	0.60%	$10.3bn	116.05M	+3.6% Added
AMATApplied Materials	0.56%	$9.6bn	13.89M	+182.0% Added
WFCWells Fargo	0.56%	$9.5bn	114.24M	−11.6% Reduced
MSMorgan Stanley	0.55%	$9.4bn	44.36M	+1.8% Added
TXNTexas Instruments	0.54%	$9.3bn	32.45M	−15.5% Reduced
GLWCorning Inc.	0.54%	$9.2bn	36.02M	+203.4% Added
PMPhilip Morris International	0.52%	$8.8bn	48.19M	−6.6% Reduced
MCDMcDonald's	0.50%	$8.5bn	31.92M	−15.2% Reduced
UNHUnitedHealth Group	0.50%	$8.5bn	20.25M	+6.0% Added
GSGoldman Sachs	0.48%	$8.2bn	8.04M	+11.4% Added
SNDKSandisk	0.47%	$8.1bn	3.94M	+175.8% Added
LOWLowe's	0.47%	$8.0bn	36.20M	−2.4% Reduced
BACBank of America	0.45%	$7.6bn	131.58M	−0.5% Reduced
CATCaterpillar Inc.	0.44%	$7.6bn	7.33M	+149.1% Added
DISThe Walt Disney Company	0.44%	$7.5bn	75.81M	−1.4% Reduced
PANWPalo Alto Networks	0.42%	$7.2bn	21.72M	+61.2% Added
AXPAmerican Express	0.41%	$7.0bn	20.46M	+0.3%
RTXRTX Corporation	0.41%	$7.0bn	37.17M	−10.1% Reduced
GEVGE Vernova	0.40%	$6.9bn	6.25M	−7.4% Reduced
ETNEaton Corporation	0.40%	$6.9bn	16.79M	−13.0% Reduced
INTCIntel	0.39%	$6.6bn	50.43M	+54.0% Added
ADIAnalog Devices	0.39%	$6.6bn	16.89M	−18.5% Reduced
APHAmphenol	0.38%	$6.5bn	39.20M	−20.4% Reduced
MMM3M	0.37%	$6.4bn	39.43M	−15.1% Reduced
GEGE Aerospace	0.36%	$6.1bn	16.29M	+21.0% Added
CRWDCrowdStrike	0.35%	$6.1bn	8.17M	+127.8% Added
TTTrane Technologies	0.35%	$6.0bn	12.56M	−24.9% Reduced
DEDeere & Company	0.34%	$5.8bn	9.21M	−2.9% Reduced
CSCOCisco	0.34%	$5.8bn	48.93M	+36.7% Added
SYKStryker Corporation	0.33%	$5.7bn	17.26M	+10.7% Added
MRKMerck & Co.	0.33%	$5.7bn	43.89M	−17.2% Reduced
CIENCiena	0.31%	$5.4bn	11.21M	+9.6% Added
STXSeagate Technology	0.29%	$5.0bn	5.20M	−21.9% Reduced
HWMHowmet Aerospace	0.29%	$5.0bn	18.56M	−11.6% Reduced
NXPINXP Semiconductors	0.28%	$4.8bn	17.31M	−14.6% Reduced
KOThe Coca-Cola Company	0.27%	$4.6bn	55.48M	−21.4% Reduced
ASMLAsml Holding NV	0.26%	$4.5bn	2.40M	+12.4% Added
VVisa Inc.	0.26%	$4.5bn	13.15M	−3.5% Reduced
SCHWCharles Schwab Corporation	0.26%	$4.5bn	49.17M	−33.4% Reduced
DELLDell Technologies	0.25%	$4.3bn	10.44M	+238.7% Added
TMOThermo Fisher Scientific	0.25%	$4.3bn	8.50M	+25.1% Added
UNPUnion Pacific Corporation	0.25%	$4.3bn	15.67M	−11.2% Reduced
PEPPepsiCo	0.25%	$4.2bn	30.60M	−12.1% Reduced
BMYBristol Myers Squibb	0.24%	$4.2bn	71.71M	−22.5% Reduced
ECLEcolab	0.24%	$4.1bn	14.62M	+25.4% Added
COSTCostco	0.23%	$4.0bn	4.22M	+4.6% Added
AONAon plc	0.23%	$4.0bn	12.18M	+115.8% Added
COPConocoPhillips	0.23%	$4.0bn	38.05M	+13.1% Added
AZOAutoZone	0.23%	$4.0bn	1.25M	+9.6% Added
BKRBaker Hughes	0.23%	$3.9bn	69.94M	+20.2% Added
VTRVentas	0.23%	$3.9bn	43.69M	+23.5% Added
MRVLMarvell Technology	0.23%	$3.9bn	13.89M	+138.8% Added
PWRQuanta Services	0.22%	$3.8bn	5.31M	−12.6% Reduced
EOGEOG Resources	0.22%	$3.7bn	28.23M	−11.3% Reduced
CCitigroup	0.22%	$3.7bn	26.12M	+19.8% Added
AZNAstrazeneca PLC	0.21%	$3.7bn	19.20M	+3.3% Added
USBU.S. Bancorp	0.21%	$3.7bn	59.69M	−3.2% Reduced
MDLZMondelez International	0.21%	$3.7bn	60.74M	−2.2% Reduced
COFCapital One	0.21%	$3.6bn	17.79M	+2.5% Added
PGProcter & Gamble	0.20%	$3.5bn	23.67M	−28.7% Reduced
NTRANatera, Inc.	0.20%	$3.5bn	12.87M	−3.9% Reduced
IBMIBM	0.20%	$3.5bn	12.45M	−32.9% Reduced
LITELumentum	0.20%	$3.5bn	4.06M	+38.0% Added
BKNGBooking Holdings	0.20%	$3.4bn	18.84M	+1660.1% Added
PLTRPalantir Technologies Inc.	0.20%	$3.4bn	29.49M	+36.8% Added
ORCLOracle Corporation	0.20%	$3.4bn	22.90M	−29.5% Reduced
HDThe Home Depot	0.20%	$3.3bn	9.54M	−0.5%
LINLinde plc	0.20%	$3.3bn	6.54M	+4.6% Added
DOVDover Corporation	0.19%	$3.3bn	14.62M	+3.5% Added
NFLXNetflix	0.19%	$3.3bn	44.32M	−29.6% Reduced
AJGArthur J. Gallagher & Co.	0.19%	$3.3bn	14.36M	−26.6% Reduced
VRTXVertex Pharmaceuticals	0.19%	$3.3bn	6.52M	−7.3% Reduced
CVXChevron Corporation	0.19%	$3.2bn	19.04M	−6.4% Reduced
URIUnited Rentals	0.19%	$3.2bn	2.83M	−5.2% Reduced
SOSouthern Company	0.18%	$3.2bn	32.78M	−24.4% Reduced
YUMYum! Brands	0.18%	$3.2bn	20.02M	+3.3% Added
VRTVertiv	0.18%	$3.1bn	10.06M	+65.9% Added
CDNSCadence Design Systems Inc	0.17%	$2.9bn	7.87M	+20.2% Added
MNSTMonster Beverage	0.17%	$2.9bn	29.72M	+4.7% Added
ETREntergy	0.17%	$2.9bn	24.92M	−9.2% Reduced
TTWOTake TWO Interactive Software Inc	0.16%	$2.7bn	11.03M	+11.0% Added
PLDPrologis	0.16%	$2.7bn	19.26M	−6.5% Reduced
GILDGilead Sciences	0.15%	$2.6bn	20.82M	−38.7% Reduced
HLTHilton Worldwide	0.15%	$2.6bn	7.86M	−24.7% Reduced
TERTeradyne	0.15%	$2.6bn	5.57M	+94.0% Added
TJXTJX Companies	0.15%	$2.6bn	16.94M	−5.2% Reduced
SPCXSpace Exploration Technologies Corp	0.15%	$2.6bn	15.56M	New
CARRCarrier Global	0.15%	$2.5bn	34.49M	−1.3% Reduced
DASHDoorDash	0.14%	$2.5bn	13.44M	+26.5% Added
TWLOTwilio Inc	0.14%	$2.4bn	12.22M	+30.4% Added
REGNRegeneron Pharmaceuticals	0.14%	$2.4bn	3.77M	−12.5% Reduced
DHRDanaher Corporation	0.14%	$2.3bn	12.19M	−28.0% Reduced
SNOWSnowflake Inc.	0.14%	$2.3bn	9.22M	−17.6% Reduced
CPCanadian Pacific Kansas City LTD	0.13%	$2.3bn	26.37M	+67.5% Added
CVSCVS Health	0.13%	$2.3bn	22.11M	−25.1% Reduced
PGRProgressive Corporation	0.13%	$2.3bn	10.30M	−15.1% Reduced
MDTMedtronic	0.13%	$2.2bn	27.78M	−45.5% Reduced
BEBloom Energy	0.13%	$2.2bn	8.09M	+369.9% Added
BXBlackstone Inc.	0.13%	$2.2bn	19.16M	+20.3% Added
CMGChipotle Mexican Grill	0.13%	$2.2bn	66.17M	+34.6% Added
APPApplovin Corp	0.13%	$2.2bn	4.35M	+5.9% Added
BNYBNY Mellon	0.12%	$2.1bn	14.79M	−0.7% Reduced
TAT&T	0.12%	$2.1bn	96.92M	−18.0% Reduced
EWEdwards Lifesciences	0.12%	$2.1bn	22.78M	+4.8% Added
DOCNDigitalocean Holdings, Inc.	0.12%	$2.1bn	13.85M	+198.2% Added
BURLBurlington Stores, Inc.	0.12%	$2.0bn	6.28M	−3.4% Reduced
WELLWelltower	0.11%	$2.0bn	8.59M	−0.9% Reduced
ANETArista Networks	0.11%	$1.9bn	11.72M	+11.4% Added
FCXFreeport-McMoRan	0.11%	$1.9bn	31.00M	+48.0% Added
EQIXEquinix	0.11%	$1.9bn	1.76M	−10.3% Reduced
SRESempra	0.11%	$1.9bn	20.05M	+11.7% Added
GDGeneral Dynamics	0.11%	$1.8bn	5.28M	−1.9% Reduced
VZVerizon	0.11%	$1.8bn	41.18M	+25.1% Added
ROSTRoss Stores	0.11%	$1.8bn	8.69M	−12.0% Reduced
XELXcel Energy	0.10%	$1.8bn	21.74M	−24.2% Reduced
HPEHewlett Packard Enterprise	0.10%	$1.8bn	40.05M	−26.6% Reduced
CSXCSX Corporation	0.10%	$1.7bn	36.26M	−8.6% Reduced
SHOPShopify Inc.	0.10%	$1.7bn	15.22M	−12.8% Reduced
KLACKLA Corporation	0.10%	$1.7bn	6.19M	+881.5% Added
ISRGIntuitive Surgical	0.10%	$1.7bn	4.23M	−7.9% Reduced
FITBFifth Third Bancorp	0.10%	$1.7bn	29.97M	−0.8% Reduced
JPMJPMorgan Chase	0.10%	$1.7bn	5.13M	+1.4% Added
CORCencora	0.10%	$1.7bn	5.94M	+21.7% Added
CRMSalesforce	0.10%	$1.6bn	10.44M	+107.9% Added
FIXComfort Systems USA	0.10%	$1.6bn	838.4K	−5.8% Reduced
HOODRobinhood Markets	0.09%	$1.6bn	15.80M	+10.8% Added
WMBWilliams Companies	0.09%	$1.6bn	21.38M	−3.1% Reduced
CPAYCorpay	0.09%	$1.6bn	4.77M	−1.1% Reduced
QCOMQualcomm	0.09%	$1.6bn	8.27M	+17.8% Added
MARMarriott International	0.09%	$1.5bn	4.10M	+33.9% Added
VMCVulcan Materials Company	0.09%	$1.5bn	5.06M	−12.4% Reduced
EMREmerson Electric	0.09%	$1.5bn	10.75M	−27.8% Reduced

Company	Bought (value)	Shares
MUMicron Technology	$11.5bn	10.06M
AMDAdvanced Micro Devices	$8.7bn	16.06M
GOOGLAlphabet Inc. (Class A)	$7.4bn	20.99M
AMATApplied Materials	$6.2bn	8.96M
GLWCorning Inc.	$6.2bn	24.15M
LRCXLam Research	$5.2bn	12.60M
SNDKSandisk	$5.2bn	2.51M
CATCaterpillar Inc.	$4.5bn	4.39M
CRWDCrowdStrike	$3.4bn	4.59M
BKNGBooking Holdings	$3.2bn	17.77M
DELLDell Technologies	$3.0bn	7.36M
MSFTMicrosoft Corporation	$3.0bn	8.04M
PANWPalo Alto Networks	$2.7bn	8.25M
SPCXSpace Exploration Technologies Corp	$2.6bn	15.56M
INTCIntel	$2.3bn	17.69M

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Sold (value)	Shares
WMTWalmart	−$3.0bn	−26.16M
METAMeta Platforms	−$2.4bn	−4.24M
ABBVAbbVie	−$2.3bn	−8.88M
MAMastercard	−$2.3bn	−4.43M
SCHWCharles Schwab Corporation	−$2.2bn	−24.68M
INTUIntuit	−$2.2bn	−8.29M
TTTrane Technologies	−$2.0bn	−4.17M
MDTMedtronic	−$1.9bn	−23.19M
NOWServiceNow	−$1.7bn	−17.05M
IBMIBM	−$1.7bn	−6.10M
TXNTexas Instruments	−$1.7bn	−5.93M
TSLATesla, Inc.	−$1.7bn	−4.10M
APHAmphenol	−$1.7bn	−10.07M
GILDGilead Sciences	−$1.7bn	−13.17M
BABAAlibaba Group Holding Ltd	−$1.5bn	−16.07M

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

Company	Value last quarter	Shares
TXOTXO Partners, L.p.	$6.2m	481.7K
GPRKGeopark Ltd	$2.4m	245.0K
LIENChicago Atlantic BDC, Inc.	$2.2m	237.6K
BGSIBoyd Group Services Inc.	$1.1m	8.7K
SKYQSky Quarry Inc.	$674,964	281.2K
SMWBSimilarweb LTD.	$434,513	175.2K
USASAmericas Gold & Silver Corp	$286,523	61.4K
HTTHigh Templar Tech Ltd	$256,593	128.9K
SHMDSchmid Group N.V.	$168,707	30.8K
NINENine Energy Service, Inc.	$127,355	15.5K
NKLRTerra Innovatum Global N.V.	$90,979	20.8K
GROBrazil Potash Corp.	$62,790	18.3K
RDCMRadcom LTD	$42,912	3.6K
DRTSAlpha Tau Medical Ltd.	$32,881	5.0K
CVKDCadrenal Therapeutics, Inc.	$31,875	7.5K
LGCYLegacy Education Inc.	$29,730	2.4K
MNOVMedicinova Inc	$27,983	20.6K
MERCMercer International Inc.	$24,935	18.5K
NXXTNextnrg, Inc.	$24,527	61.2K
IONRIoneer Ltd	$24,129	5.4K
EMATEvolution Metals & Technologies Corp.	$22,855	3.4K
FTLFFitlife Brands, Inc.	$22,640	1.6K
CPSHCPS Technologies Corp	$21,809	6.3K
RGCRegencell Bioscience Holdings Ltd	$19,714	845
DLTHDuluth Holdings Inc.	$17,756	6.1K
DMLPDorchester Minerals, L.p.	$13,940	500
AMSTAmesite Inc.	$10,627	5.9K
FIRYFiry Inc.	$6,055	2.7K
SANGSangoma Technologies Corp	$5,115	1.3K
CGENCompugen LTD	$4,119	2.1K

Technology39.8%
Financials10.5%
Industrials10.5%
Health Care10.1%
Consumer Discretionary9.6%
Communication Services6.5%
Consumer Staples4.2%
Utilities2.4%
Energy2.4%
Materials2.1%
Real Estate2.0%

Share of the value held in companies we cover, by sector.

Period	Copy, a year	S&P 500	Sharpe	S&P 500	Biggest drop	Beta
Whole backtestAugust 16, 2013 to November 2, 2026	+13.8%	+14.1%	0.74	0.78	−33.7%	1.03
2018 onwardsJanuary 5, 2018 to November 2, 2026	+12.9%	+13.9%	0.59	0.66	−33.7%	1.03
Last three yearsNovember 3, 2023 to November 2, 2026	+18.6%	+21.8%	0.97	1.16	−17.7%	0.99
Last yearNovember 7, 2025 to November 2, 2026	+9.8%	+14.2%	0.51	0.84	−9.4%	0.97

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.