JPMORGAN CHASE & CO
SEC Form 13F institutional filer · CIK 0000019617
13F-HR · 525 reported holdings · 2026-03-31
Global financial services firm, bank holding company.
Reported long-US-equity value
$1.16T
Top-10 concentration
32.5%
JPMORGAN CHASE & CO — $1.16T AUM allocation strategy
JPMORGAN CHASE & CO files SEC Form 13F and reports $1.16T of long US equity value across 525 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.5%, followed by Communication Services 6.8% and Consumer Discretionary 5.4%.
The top 10 holdings account for 33% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
JPMORGAN CHASE & CO — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.16T
total across 525 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
33% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SPYM +60.7M sh · +$4.47B+$XLF +48.6M sh · +$1.73B+$T +45.8M sh · +$1.57B
Biggest trims (shares)
−$BAC −29.3M sh · −$2.64B−$BKR −28.6M sh · −$423M−$HOOD −20.7M sh · −$3.02B
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors8.7%—
- Interactive Media & Services6.8%—
- Technology Hardware, Storage & Peripherals4.9%—
- Systems Software3.9%—
- Broadline Retail2.9%—
- Pharmaceuticals2.4%—
- Automobile Manufacturers1.4%—
- Transaction & Payment Processing Services1.4%—
- Other holdings67.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 448M | $74B | -8.34M | 6.4% |
| $AAPL | Apple Inc | 232M | $57.1B | +6.2M | 4.9% |
| $MSFT | Microsoft Corporation | 127M | $45.6B | -20.6M | 3.9% |
| $AMZN | Amazon.com Inc | 169M | $33.9B | +8.89M | 2.9% |
| $GOOGL | Alphabet Inc | 120M | $32.7B | +19.2M | 2.8% |
| $META | Meta Platforms Inc | 50.5M | $26.9B | +6.26M | 2.3% |
| $AVGO | Broadcom Inc | 91.8M | $26.9B | -1.98M | 2.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 70.9M | $19.4B | +6.27M | 1.7% |
…and 517 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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