13F filer · CIK 19617 ↗
Jpmorgan Chase & Co
You are looking at Q1 2023. See the latest, Q2 2026 →
Reported value
$820.88B
+8.2% on the quarter before
Positions
6,947
836 new · 748 sold out
Top 10
16.8%
of the value
Est. gain
+$35.38B
on stocks held all quarter
Est. return
+5.4%
on those stocks since Q4 2022
Positions as of Mar 31, 2023, from Jpmorgan Chase & Co's 13F filing with the SEC. A 13F lists a manager's US-listed stocks and options at a quarter end and is filed up to 45 days later, so the fund may hold something else today. It leaves out short positions, cash and holdings outside the US.
Portfolio at a glance
- New
- Added
- Cut
- Same
- Options
The 24 largest positions, 27% of the reported value, each sized by its share, colored by what the fund did with it since Q4 2022. Striped tiles are options.
Largest buys
Since Q4 2022, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Jpmorgan Betabuilders Europe E~$5.59BAdded · 0.3% → 1.0%+104,784,834 shares
- Ishares Short Treasury Bond~$3.18BAdded · 0.0% → 0.4%+28,812,227 shares
- Amazon~$2.09BAdded · 1.3% → 1.7%+20,255,687 shares
- Linde Plc~$2.08BNew · 0.0% → 0.3%+5,861,175 shares
- Nvidia~$2.01BAdded · 0.4% → 1.0%+7,238,911 shares
- Meta~$1.99BAdded · 0.4% → 0.8%+9,368,238 shares
- Financial Select Sector SPDR F~$1.90BAdded · 0.2% → 0.4%+59,026,643 shares
- SPDR S&P 500 ETF TrPUT~$1.75BAdded · 0.8% → 1.0%+4,279,200 underlying
- Adobe~$1.29BAdded · 0.2% → 0.3%+3,337,399 shares
- Invesco Qqq Trust~$1.25BAdded · 0.2% → 0.3%+3,881,366 shares
Largest sells
Since Q4 2022, by estimated size: the change in shares at the quarter-end price, since a 13F gives no trade prices. Percentages are the position's share of the portfolio, before and after.
- Invesco Qqq TrPUT~$2.99BCut · 0.7% → 0.4%−9,315,300 underlying
- Linde Plc~$1.86BSold out · 0.2% → 0.0%−5,709,061 shares
- Eli Lilly~$1.75BCut · 0.8% → 0.5%−5,108,156 shares
- SPDR Gold TrPUT~$1.47BCut · 0.3% → 0.1%−7,998,400 underlying
- Vanguard Intermediate-Term Treasury Index Fund~$1.33BCut · 0.3% → 0.1%−22,111,224 shares
- Unitedhealth Group Inc~$1.23BCut · 1.6% → 1.1%−2,610,592 shares
- Alphabet~$1.17BCut · 0.7% → 0.7%−11,233,400 shares
- Automatic Data Processing~$1.16BCut · 0.2% → 0.0%−5,204,029 shares
- Johnson & Johnson~$920.5MCut · 0.7% → 0.5%−5,938,961 shares
- Invesco Qqq TrCALL~$893.3MCut · 0.3% → 0.2%−2,783,400 underlying
Holdings
As of Mar 31, 2023. Changes are in shares against Dec 31, 2022, so a price move alone never reads as a buy or a sale.
| Holding | Value | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| MicrosoftCOMMON · shares +1.7% · price +20.2% | 3.3% | $27.28B | +$4.51B | ||||||||
| AppleCOM · shares +5.5% · price +26.9% | 2.7% | $22.31B | +$4.49B | ||||||||
| SPDR S&P 500 ETF TrustFUND · shares −3.9% · price +7.0% | 2.6% | $21.37B | +$1.41B | ||||||||
| AmazonCOM · shares +18% · price +23.0% | 1.7% | $13.92B | +$2.21B | ||||||||
| Vanguard Total Intl Bond ETFFUND · shares +2.3% · price +3.1% | 1.2% | $9.90B | +$294.7M | ||||||||
| Unitedhealth Group IncCOM · shares −12% · price −10.9% | 1.1% | $9.39B | −$1.14B | ||||||||
| Abbvie IncCOM · shares −4.9% · price −1.4% | 1.1% | $9.23B | −$129.7M | ||||||||
| NvidiaCOMMON · shares +32% · price +90.1% | 1.0% | $8.36B | +$3.01B | ||||||||
| Jpmorgan Betabuilders Europe EETF · shares +213% · price +10.1% | 1.0% | $8.22B | +$240.3M | ||||||||
| SPDR S&P 500 ETF TrPUTOPTION · shares +29% | 0.96% | $7.87B | — | ||||||||
| AlphabetCOM · shares +1.3% · price +17.2% | 0.91% | $7.44B | +$1.08B | ||||||||
| Vanguard Total Bond MarketFUND · shares +4.5% · price +2.8% | 0.89% | $7.29B | +$188.1M | ||||||||
| MetaCOMMON · shares +40% · price +76.1% | 0.85% | $6.96B | +$2.15B | ||||||||
| MastercardCOMMON · shares +8.1% · price +4.5% | 0.82% | $6.75B | +$269.2M | ||||||||
| Bristol-Myers Squibb CoCOMMON · shares −2.1% · price −3.7% | 0.82% | $6.70B | −$255.1M | ||||||||
| TeslaCOM · shares +14% · price +68.4% | 0.74% | $6.06B | +$2.15B | ||||||||
| ConocophillipsCOM · shares +2.0% · price −15.9% | 0.72% | $5.94B | −$1.10B | ||||||||
| Jpmorgan Betabuilders Japan EtETF · shares +0.9% · price +7.8% | 0.70% | $5.75B | +$412.3M | ||||||||
| Exxon Mobile CorpCOM · shares −1.8% · price −0.6% | 0.70% | $5.74B | −$33.5M | ||||||||
| Nextera Energy IncCOMMON · shares +5.6% · price −7.8% | 0.68% | $5.59B | −$448.1M | ||||||||
| Deere & CoCOM · shares −1.7% · price −3.7% | 0.66% | $5.39B | −$207.5M | ||||||||
| AlphabetCOM · shares −18% · price +17.6% | 0.65% | $5.37B | +$801.9M | ||||||||
| Regeneron Pharmaceuticals COM · shares +3.8% · price +13.9% | 0.64% | $5.21B | +$612.1M | ||||||||
| Nxp Semiconductors N VCOMMON · shares +0.6% · price +18.0% | 0.59% | $4.88B | +$739.7M | ||||||||
| Jpmorgan Betabuilders Canada EETF · shares +0.2% · price +3.9% | 0.57% | $4.66B | +$175.1M | ||||||||
| Total · 6,947 positions | 100% | $820.88B | +$35.38B |
Price is a stock's reported value over its shares at the quarter end. The estimated gain is the shares held at both quarter ends times the change in that price: shares bought or sold during the quarter add nothing, options are left out, and a stock split is read into the earlier share count and price.
What made money
From Q4 2022 to Q1 2023: 4,862 stocks held throughout, up $35.38B (+5.4%).
- Microsoft+$4.51B+20%
- Apple+$4.49B+27%
- Nvidia+$3.01B+90%
- Amazon+$2.21B+23%
- Tesla+$2.15B+68%
- Johnson & Johnson−$556.9M−12%
- Bank Of America Corp−$625.5M−14%
- Schwab Charles Corp−$924.6M−37%
- Conocophillips−$1.10B−16%
- Unitedhealth Group Inc−$1.14B−11%
Estimated as in the holdings table: shares held at both quarter ends times the change in price; options left out, 16 splits read into the share counts.
Reported value by quarter
The total value of each quarter's 13F at that quarter end. It moves with prices as well as with buying and selling. Pick a quarter to see what the fund held then.
Every quarter's filing
| Quarter | Reported value | Filing | |
|---|---|---|---|
| Q2 2026 | Aug 12, 2026 | $1.81T+16% | SEC ↗ |
| Q1 2026 | May 13, 2026 (amended) | $1.56T−2% | SEC ↗ |
| Q4 2025 | Feb 11, 2026 | $1.59T−52% | SEC ↗ |
| Q3 2025 | Nov 7, 2025 (amended) | $3.34T+118% | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | $1.53T+12% | SEC ↗ |
| Q1 2025 | May 12, 2025 | $1.37T+2% | SEC ↗ |
| Q4 2024 | Feb 12, 2025 | $1.34T−49% | SEC ↗ |
| Q3 2024 | Nov 8, 2024 (amended) | $2.63T+8% | SEC ↗ |
| Q2 2024 | Aug 12, 2024 (amended) | $2.44T+3% | SEC ↗ |
| Q1 2024 | May 10, 2024 (amended) | $2.37T+14% | SEC ↗ |
| Q4 2023 | Feb 12, 2024 (amended) | $2.08T+130% | SEC ↗ |
| Q3 2023 | Nov 14, 2023 | $906.36B−2% | SEC ↗ |
| Q2 2023 | Aug 11, 2023 | $920.27B+12% | SEC ↗ |
| Q1 2023 | May 18, 2023 (amended) | $820.88B+8% | SEC ↗ |
| Q4 2022 | Feb 13, 2023 | $758.55B+9% | SEC ↗ |
| Q3 2022 | Nov 14, 2022 | $696.38B−3% | SEC ↗ |
| Q2 2022 | Aug 11, 2022 | $717.86B−14% | SEC ↗ |
| Q1 2022 | May 11, 2022 | $830.28B−4% | SEC ↗ |
| Q4 2021 | Feb 11, 2022 (amended) | $865.90B+7% | SEC ↗ |
| Q3 2021 | Nov 12, 2021 | $808.68B−4% | SEC ↗ |
| Q2 2021 | Aug 12, 2021 | $838.21B+12% | SEC ↗ |
| Q1 2021 | May 12, 2021 | $749.21B+10% | SEC ↗ |
| Q4 2020 | Feb 19, 2021 (amended) | $680.63B+14% | SEC ↗ |
| Q3 2020 | Nov 12, 2020 (amended) | $595.09B+15% | SEC ↗ |
| Q2 2020 | Aug 11, 2020 | $518.17B+22% | SEC ↗ |
| Q1 2020 | May 12, 2020 | $425.90B−21% | SEC ↗ |
| Q4 2019 | Feb 11, 2020 | $536.28B+7% | SEC ↗ |
| Q3 2019 | Nov 12, 2019 | $502.15B−2% | SEC ↗ |
| Q2 2019 | Aug 7, 2019 | $511.43B+4% | SEC ↗ |
| Q1 2019 | May 7, 2019 | $489.55B+13% | SEC ↗ |
| Q4 2018 | Feb 11, 2019 | $432.49B−17% | SEC ↗ |
| Q3 2018 | Nov 13, 2018 (amended) | $522.20B+7% | SEC ↗ |
| Q2 2018 | Aug 14, 2018 | $486.35B+4% | SEC ↗ |
| Q1 2018 | May 10, 2018 | $466.55B−2% | SEC ↗ |
| Q4 2017 | Feb 13, 2018 | $474.64B+5% | SEC ↗ |
| Q3 2017 | Nov 9, 2017 | $453.26B+4% | SEC ↗ |
| Q2 2017 | Aug 9, 2017 | $437.53B−0% | SEC ↗ |
| Q1 2017 | May 10, 2017 | $437.58B+5% | SEC ↗ |
| Q4 2016 | Feb 6, 2017 | $416.17B+2% | SEC ↗ |
| Q3 2016 | Nov 4, 2016 | $406.33B+1% | SEC ↗ |
| Q2 2016 | Aug 8, 2016 | $401.04B+3% | SEC ↗ |
| Q1 2016 | May 10, 2016 | $390.67B | SEC ↗ |