JPMorgan Chase

Jamie Dimon

Period

Q2 2026

Portfolio Date

Jun 30, 2026

Stocks Held

6,298

Market Value

$1710.3B

Holdings Value Trend

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Q2 2026

Top 5 Holdings

1

$NVDA

NVIDIA Corporation

4.8%

% of Portfolio

2

$AAPL

Apple Inc.

3.6%

% of Portfolio

3

$MSFT

Microsoft Corporation

2.8%

% of Portfolio

4

$GOOG

Alphabet Inc.

2.7%

% of Portfolio

5

$AMZN

Amazon.com, Inc.

2.2%

% of Portfolio

Historical Positions

SymbolQ2 2026Q1 2026Q4 2025Q3 2025
NVDA4.8%-5.3%5.5%
AAPL3.6%-3.9%3.6%
MSFT2.8%-4.5%4.9%
GOOG2.7%-2.0%1.4%
AMZN2.2%-2.3%2.4%
AVGO2.0%-2.0%1.9%
ETF-SPY1.9%-1.9%2.0%
GOOGL1.8%-1.3%-
MU1.6%---
META1.4%-1.8%2.4%

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

MSFT+43.61%
NVDA+22.71%
AMZN+6.73%
AAPL+18.42%
AVGO+0.90%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

MU-8.71%
LRCX-18.74%
WDC-36.95%
GLW-33.92%
TSLA-7.57%

Sector Analysis

Energy3.3%
Others2.6%
Utilities2.2%
Financials10.3%
Healthcare9.3%
Technology37.7%
Industrials9.4%
Real Estate2.0%

Trading Summary

1

$NVDA

4.8%

2

$AAPL

3.6%

3

$MSFT

2.8%

4

$GOOG

2.7%

5

$AMZN

2.2%

6

$AVGO

2.0%

7

$ETF-SPY

1.9%

8

$GOOGL

1.8%

9

$MU

1.6%

10

$META

1.4%

11

$AMD

1.2%

12

$LRCX

1.0%

13

$TSLA

1.0%

14

$ETF-VOO

0.9%

15

$LLY

0.9%

16

$ETF-IVV

0.8%

17

$JNJ

0.8%

18

$ETF-BNDX

0.8%

19

$MA

0.8%

20

$ABBV

0.7%

21

$ETF-BND

0.6%

22

$WDC

0.6%

23

$WMT

0.6%

24

$TSM

0.6%

25

$ETF-BBJP

0.6%

26

$NEE

0.6%

27

$AMAT

0.5%

28

$WFC

0.5%

29

$MS

0.5%

30

$TXN

0.5%

31

$GLW

0.5%

32

$PM

0.5%

33

$XOM

0.5%

34

$MCD

0.5%

35

$UNH

0.5%

36

$GS

0.5%

37

$SNDK

0.5%

38

$LOW

0.4%

39

$BAC

0.4%

40

$CAT

0.4%

41

$DIS

0.4%

42

$PANW

0.4%

43

$ETF-BBCA

0.4%

44

$AXP

0.4%

45

$RTX

0.4%

46

$GEV

0.4%

47

$ETN

0.4%

48

$ETF-BBEU

0.4%

49

$ETF-XLF

0.4%

50

$INTC

0.4%

All Holdings

1

$NVDA

4.8%

2

$AAPL

3.6%

3

$MSFT

2.8%

4

$GOOG

2.7%

5

$AMZN

2.2%

6

$AVGO

2.0%

7

$ETF-SPY

1.9%

8

$GOOGL

1.8%

9

$MU

1.6%

10

$META

1.4%

11

$AMD

1.2%

12

$LRCX

1.0%

13

$TSLA

1.0%

14

$ETF-VOO

0.9%

15

$LLY

0.9%

16

$ETF-IVV

0.8%

17

$JNJ

0.8%

18

$ETF-BNDX

0.8%

19

$MA

0.8%

20

$ABBV

0.7%

21

$ETF-BND

0.6%

22

$WDC

0.6%

23

$WMT

0.6%

24

$TSM

0.6%

25

$ETF-BBJP

0.6%

26

$NEE

0.6%

27

$AMAT

0.5%

28

$WFC

0.5%

29

$MS

0.5%

30

$TXN

0.5%

31

$GLW

0.5%

32

$PM

0.5%

33

$XOM

0.5%

34

$MCD

0.5%

35

$UNH

0.5%

36

$GS

0.5%

37

$SNDK

0.5%

38

$LOW

0.4%

39

$BAC

0.4%

40

$CAT

0.4%

41

$DIS

0.4%

42

$PANW

0.4%

43

$ETF-BBCA

0.4%

44

$AXP

0.4%

45

$RTX

0.4%

46

$GEV

0.4%

47

$ETN

0.4%

48

$ETF-BBEU

0.4%

49

$ETF-XLF

0.4%

50

$INTC

0.4%