Fund HoldingsJPMORGAN CHASE & CO

Total Portfolio Value
$1712.33B
Total Bought
$296.49B
Total Sold
$175.31B
Net Transaction
+$121.19B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)15,775,29625,836,011+10,060,7155,076,49129,589,4691.73%+24,512,978
ADVANCED MICRO DEVICES INC(AMD)24,248,54740,309,233+16,060,6864,753,68521,746,4291.27%+16,992,744
ALPHABET INC(GOOG)119,811,316137,833,254+18,021,93832,725,26448,418,0662.83%+15,692,803
NVIDIA CORPORATION(NVDA)447,798,884449,404,578+1,605,69473,962,94287,620,4115.12%+13,657,469
ALPHABET INC(GOOG)70,925,55191,919,476+20,993,92519,398,13932,507,3231.90%+13,109,184
LAM RESEARCH CORP(LRCX)32,712,93345,317,479+12,604,5466,540,29718,621,4061.09%+12,081,109
BROADCOM INC(AVGO)91,782,80895,016,148+3,233,34026,929,99435,388,7652.07%+8,458,770
APPLIED MATLS INC4,924,85513,886,053+8,961,1981,591,3209,645,8100.56%+8,054,490
CORNING INC(GLW)11,871,32236,016,393+24,145,0711,526,0599,209,0320.54%+7,682,973
APPLE INC(AAPL)231,622,141228,762,008-2,860,13357,124,96964,451,4093.76%+7,326,440
SANDISK CORP(SNDK)1,428,8623,941,436+2,512,574818,0248,081,4870.47%+7,263,462
WESTERN DIGITAL CORP(WDC)17,512,14817,007,789-504,3594,407,28311,087,0390.65%+6,679,756
AMAZON COM INC(AMZN)168,937,577167,979,147-958,43033,948,00740,338,5132.36%+6,390,507
STATE STREET SPDR S&P 500 ETF(SPY)45,790,88647,650,227+1,859,34128,938,46935,308,8212.06%+6,370,352
CATERPILLAR INC(CAT)2,940,5797,325,731+4,385,1521,962,6317,568,8750.44%+5,606,244
INTEL CORP(INTC)32,733,54250,425,548+17,692,0061,348,2956,642,0530.39%+5,293,759
PALO ALTO NETWORKS INC(PANW)13,469,33621,715,578+8,246,2422,078,9927,209,5720.42%+5,130,580
CROWDSTRIKE HLDGS INC(CRWD)3,588,3628,174,463+4,586,1011,363,7946,072,8920.35%+4,709,098
MICROSOFT CORP(MSFT)127,128,999135,173,516+8,044,51745,634,22649,820,9042.91%+4,186,678
DELL TECHNOLOGIES INC(DELL)3,081,67310,437,458+7,355,785507,4294,327,4750.25%+3,820,047
UNITEDHEALTH GROUP INC(UNH)19,102,54120,246,047+1,143,5065,000,8558,499,6970.50%+3,498,842
ELI LILLY & CO(LLY)13,698,49112,598,524-1,099,96712,145,49515,495,3050.90%+3,349,809
MARVELL TECHNOLOGY INC(MRVL)5,816,67213,891,628+8,074,956510,7623,858,4000.23%+3,347,638
TAIWAN SEMICONDUCTOR MANUFAC(TSM)23,984,64223,829,286-155,3567,591,14010,844,7090.63%+3,253,569
CISCO SYS INC(CSCO)35,785,80748,926,967+13,141,1602,756,9395,758,7040.34%+3,001,766
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
6,659,2395,201,103-1,458,1362,413,5095,037,4280.29%+2,623,919
SPACE EXPLORATION TECHN CORP015,563,576+15,563,57602,555,3840.15%+2,555,384
MORGAN STANLEY(MS)43,578,27944,363,477+785,1986,901,4929,392,6360.55%+2,491,143
GE AEROSPACE(GE)13,465,17416,287,180+2,822,0063,679,3596,086,6820.36%+2,407,323
GOLDMAN SACHS GROUP INC(GS)7,215,4628,039,070+823,6085,827,2088,201,5420.48%+2,374,333
AON PLC(AON)5,641,43112,175,974+6,534,5431,828,1633,988,4850.23%+2,160,322
TEXAS INSTRS INC(TXN)38,381,78832,449,245-5,932,5437,155,1339,263,6110.54%+2,108,478
BLOOM ENERGY CORP1,720,7238,085,893+6,365,170205,6442,223,7020.13%+2,018,059
ASML HLDG NV
N Y REGISTRY SHS
2,131,9792,395,859+263,8802,673,4184,511,6710.26%+1,838,253
TERADYNE INC(TER)2,870,6405,570,053+2,699,413793,3022,580,1050.15%+1,786,803
DIGITALOCEAN HLDGS INC(DOCN)4,645,17513,850,206+9,205,031363,8102,076,1160.12%+1,712,305
VERTIV HOLDINGS CO(VRT)6,065,72610,061,204+3,995,4781,420,7153,088,4880.18%+1,667,774
CIENA CORP(CIEN)10,226,64911,206,209+979,5603,732,7275,366,9900.31%+1,634,263
LUMENTUM HLDGS INC(LITE)2,941,4434,059,807+1,118,3641,926,0293,456,5220.20%+1,530,493
CITIGROUP INC(C)21,798,95226,121,186+4,322,2342,338,3743,722,0080.22%+1,383,634
GE VERNOVA INC(GEV)6,752,9636,253,305-499,6585,519,5366,894,3330.40%+1,374,797
BANK OF AMER CORP132,271,796131,583,164-688,6326,247,1977,616,0340.44%+1,368,837
TWILIO INC(TWLO)9,373,20012,224,027+2,850,8271,133,9702,429,7700.14%+1,295,800
VANGUARD TOTAL INTL BOND ETF
TOTAL INT BD ETF
288,538,828310,184,158+21,645,33013,789,27115,050,1350.88%+1,260,865
CADENCE DESIGN SYSTEM INC(CDNS)6,545,1907,865,907+1,320,7171,772,9622,931,7820.17%+1,158,820
AFFIRM HLDGS INC(AFRM)5,297,01616,722,922+11,425,906227,9311,368,8450.08%+1,140,914
VANGUARD INFO TECH ETF
INF TECH ETF
6,430,75346,534,933+40,104,1804,300,2465,421,3200.32%+1,121,074
CANADIAN PACIFIC KANSAS CITY(CP)15,744,45626,369,828+10,625,3721,220,5102,291,8020.13%+1,071,292
UNITED RENTALS INC(URI)2,985,6572,829,733-155,9242,131,3423,176,8590.19%+1,045,516
JPMORGAN BETABUILDERS JAPAN ETF
BETABULDRS JAPAN
139,222,685137,197,754-2,024,9319,279,19210,324,1310.60%+1,044,939
THERMO FISHER SCIENTIFIC INC(TMO)6,795,4828,503,527+1,708,0453,262,1724,306,3570.25%+1,044,186
NXP SEMICONDUCTORS N V
COM
20,261,54317,313,269-2,948,2743,796,8114,819,4950.28%+1,022,685
VENTAS INC(VTR)35,379,14943,693,905+8,314,7562,887,6463,901,8660.23%+1,014,220
ECOLAB INC(ECL)11,662,35414,619,468+2,957,1143,061,2524,072,9840.24%+1,011,732
NATERA INC(NTRA)13,386,66712,865,346-521,3212,501,1653,505,0950.20%+1,003,929
MKS INC.(MKSI)2,096,3423,373,844+1,277,502441,2171,404,8120.08%+963,594
VANGUARD TOTAL BOND MARKET142,837,967155,418,110+12,580,14310,495,73411,455,8690.67%+960,135
ISHARES S&P 500 GROWTH ETF40,454,78039,457,799-996,9814,397,8395,350,4780.31%+952,639
TESLA INC(TSLA)46,075,16141,972,287-4,102,87416,369,58417,285,8681.01%+916,284
DOORDASH INC(DASH)10,624,94113,437,684+2,812,7431,572,5982,483,5530.15%+910,955
NEBIUS GROUP N.V.(NBIS)1,458,6363,995,496+2,536,860134,5741,043,4240.06%+908,850
AMERICAN EXPRESS CO(AXP)20,408,32320,459,941+51,6186,071,2726,974,3850.41%+903,113
MONSTER BEVERAGE CORP NEW(MNST)28,381,18229,719,793+1,338,6112,024,1462,901,8410.17%+877,695
HONEYWELL AEROSPACE INC03,881,348+3,881,3480854,6350.05%+854,635
KLA CORP(KLAC)630,1796,185,265+5,555,086871,2771,721,9170.10%+850,640
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)9,937,59111,034,093+1,096,5021,918,7512,727,0770.16%+808,326
ISHARES CORE MSCI EMERGING
CORE MSCI EMKT
45,035,77146,796,427+1,760,6563,031,8083,824,2040.22%+792,396
ASTERA LABS INC(ALAB)430,3891,775,810+1,345,42143,155809,6990.05%+766,544
FREEPORT MCMORAN INC(FCX)20,942,24430,998,642+10,056,3981,144,4941,910,1370.11%+765,643
STE STR SPDR PT S&P 500 ETF
ST STR P500ETF
69,185,44267,717,904-1,467,5385,146,0135,903,6470.34%+757,634
HUMANA INC(HUM)3,034,2283,234,637+200,409503,6821,257,9510.07%+754,269
HONEYWELL INTL INC03,270,903+3,270,9030745,1120.04%+745,112
ROCKWELL AUTOMATION INC(ROK)1,908,3662,919,588+1,011,222665,0851,408,2060.08%+743,120
ROCKET LAB CORP(RKLB)10,677,80513,805,113+3,127,308612,6931,353,0390.08%+740,347
SALESFORCE INC(CRM)5,021,73010,440,961+5,419,231929,1711,648,9410.10%+719,770
CARNIVAL CORP LTD
COMMON SHARES
024,508,386+24,508,3860715,4000.04%+715,400
ARISTA NETWORKS INC(ANET)10,521,29911,715,728+1,194,4291,221,8391,922,5510.11%+700,713
PARKER-HANNIFIN CORP(PH)930,6021,554,093+623,491801,6971,497,8210.09%+696,124
ROBINHOOD MKTS INC(HOOD)14,268,81715,803,996+1,535,179929,7561,609,3210.09%+679,565
CEREBRAS SYSTEMS INC03,100,806+3,100,8060670,2710.04%+670,271
QUALCOMM INC(QCOM)7,019,8098,270,471+1,250,662892,0071,560,8040.09%+668,796
AMPHENOL CORP49,270,57839,198,712-10,071,8665,870,5906,523,4500.38%+652,860
CHIPOTLE MEXICAN GRILL INC(CMG)49,147,39466,168,691+17,021,2971,531,4332,181,5820.13%+650,149
APPLOVIN CORP(APP)4,107,9444,349,233+241,2891,528,4852,169,2250.13%+640,740
CARRIER GLOBAL CORPORATION(CARR)34,956,69034,487,524-469,1661,900,2462,532,4190.15%+632,173
STRYKER CORPORATION(SYK)15,596,89717,260,943+1,664,0465,086,1485,705,0880.33%+618,939
DATADOG INC(DDOG)4,277,0274,451,836+174,809495,3231,106,5940.06%+611,271
ENTEGRIS INC(ENTG)3,066,7215,520,399+2,453,678333,169944,2090.06%+611,041
REVOLUTION MEDICINES INC(RVMD)301,3933,298,066+2,996,67327,942636,9330.04%+608,990
ALLEGRO MICROSYSTEMS INC(ALGM)8,652,06812,723,790+4,071,722242,604844,8650.05%+602,261
SNOWFLAKE INC(SNOW)11,187,1329,218,816-1,968,3161,719,1272,319,9160.14%+600,789
DIREXION AUSPICE BRD CMDTY21,699,39329,013,407+7,314,0141,293,9361,892,6380.11%+598,702
JABIL INC(JBL)1,789,8672,719,982+930,115442,9571,016,1310.06%+573,175
VICOR CORP(VICR)2,106,7262,370,220+263,494299,619869,7930.05%+570,175
CARPENTER TECHNOLOGY CORP(CRS)404,0941,183,109+779,015149,802719,5730.04%+569,771
PGIM ULTRA SHORT BOND ETF
PGIM ULTRA SH BD
39,414,02450,644,264+11,230,2401,957,3002,517,5260.15%+560,226
MARRIOTT INTL INC NEW(MAR)3,064,1084,101,527+1,037,419978,4011,537,5810.09%+559,180
VANGUARD TAX-EXEMPT BOND ETF44,720,65354,850,518+10,129,8652,225,7472,777,6300.16%+551,883
QUANTA SVCS INC6,072,8185,308,495-764,3233,241,5493,792,6560.22%+551,107
HEWLETT PACKARD ENTERPRISE C(HPE)54,552,88540,050,764-14,502,1211,233,4411,778,6550.10%+545,214
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