JPMORGAN CHASE & CO

FundStock

CIK 0000019617 · Q2 2026

13F Equity AUM

$1.8T

+16.0% QoQ

Positions

4,750

-77 QoQ

AUM Rank

Top 0.1%

Skill Alpha (FF)

+0.1%/yr^ns

No Clear Edge

Rank #2,697 · Top 32%

vs S&P -0.5%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 16.1%Top 10: 24.9%Top 20: 33.8%

NVDA4.8%

AAPL3.6%

MSFT2.8%

GOOG2.7%

AMZN2.2%

AVGO2.0%

SPY1.9%

GOOGL1.8%

MU1.6%

META1.4%

Others (4740)75.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology29.4%

Financial Services26.3%

Communication Services7.8%

Healthcare7.3%

Consumer Cyclical7.1%

Industrials6.7%

Energy2.6%

Consumer Defensive2.5%

Other10.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 4750Median: 0.00%Avg: 0.02%

0–0.5%

4718(59.5%)

0.5–1%

20(13.4%)

1–3%

10(18.7%)

3–5%

2(8.4%)

5%+

0(0.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 4,750vs 20 funds

0%Low

4,750

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New839Increased3217Decreased3006Exited874

New Positions

SPACE EXPLORATION TE…0.1%

+15.6M

HONEYWELL AEROSPACE …0.1%

+3.9M

HONEYWELL INTL INC0.0%

+3.3M

CEREBRAS SYSTEMS INC0.0%

+3.1M

CARNIVAL CORP LTD0.0%

+24.5M

INNIO NV0.0%

+12.4M

ROUNDHILL MEMORY ETF0.0%

+5.5M

IALT0.0%

+10.7M

DUPONT DE NEMOURS IN…0.0%

+1.5M

FEDEX FGHT HLDG CO I…0.0%

+1.3M

Increased

VGT0.3%

+40.1M(+624%)

GLW0.5%

+24.1M(+203%)

BNDX0.8%

+21.6M(+8%)

GOOGL1.8%

+21.0M(+30%)

IWF0.2%

+19.5M(+293%)

GOOG2.7%

+18.0M(+15%)

BKNG0.2%

+17.8M(+1660%)

INTC0.4%

+17.7M(+54%)

CMG0.1%

+17.0M(+35%)

AMD1.2%

+16.1M(+66%)

Decreased

CMCSA0.1%

-26,260,338(-42%)

WMT0.6%

-26,159,864(-21%)

MKSI 1.25 06/01/300.0%

-26,081,000(-64%)

SNAP0.0%

-25,984,946(-98%)

SCHW0.3%

-24,682,956(-33%)

MDT0.1%

-23,189,070(-45%)

ON 0 05/01/270.0%

-22,640,000(-53%)

SUPER MICRO COMPUTER…0.0%

-21,959,000(-100%)

DBX 0 03/01/280.0%

-21,836,000(-57%)

T0.1%

-21,311,426(-18%)

Exited

-7,239,680

-19,811,869

-12,865,905

-3,301,493

ISHARES TR

-900,000

ISHARES TR

-908,800

UNITED STS OIL FD LP

-750,000

3M4

-572,645

TERN

-2,869,728

TRI

-1,321,128

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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