JPMORGAN CHASE & CO

CIK 0000019617 · Q2 2026

13F Equity AUM

$1.8T

+16.0% QoQ

Positions

7,720

-4827 QoQ

AUM Rank

#93

Top 0.7%

Skill Alpha (FF)

-0.1%/yr^ns

No Clear Edge

Rank #2,493 · Top 30%

vs S&P -0.4%/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

No sector data available.

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

New0Increased0Decreased0Exited0

No position changes this quarter.

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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