1y return+14.9%S&P 500 +20.9%
3y return+53.7%S&P 500 +68.5%
5y return+48.3%S&P 500 +74.5%
10y return+196.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $297 against $357 in the S&P 500.2
Jpmorgan Chase & CoS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $87.6B | 5.1% | |
| AAPLApple Inc | $64.5B | 3.8% | −1.2% |
| MSFTMicrosoft Corp | $49.8B | 2.9% | +6.3% |
| GOOGAlphabet Inc | $48.4B | 2.8% | +15.0% |
| AMZNAmazon Com Inc | $40.3B | 2.4% | |
| AVGOBroadcom Inc | $35.4B | 2.1% | +3.5% |
| SPYState Street Spdr S&p 500 Etf | $35.3B | 2.1% | +4.1% |
| GOOGLAlphabet Inc | $32.5B | 1.9% | +29.6% |
| MUMicron Technology Inc | $29.6B | 1.7% | +63.8% |
| METAMeta Platforms Inc | $25.8B | 1.5% | −8.4% |
| AMDAdvanced Micro Devices Inc | $21.7B | 1.3% | +66.2% |
| LRCXLam Research Corp | $18.6B | 1.1% | +38.5% |
| TSLATesla Inc | $17.3B | 1.0% | −8.9% |
| VOOVanguard S&p 500 Etf | $16.3B | 1.0% | −12.0% |
| LLYEli Lilly & Co | $15.5B | 0.9% | −8.0% |
| IVVIshares Core S&p 500 Etf | $15.3B | 0.9% | −12.8% |
| JNJJohnson & Johnson | $15.1B | 0.9% | −7.6% |
| BNDXVanguard Total Intl Bond Etf | $15.1B | 0.9% | +7.5% |
| MAMastercard Incorporated | $14.4B | 0.8% | −13.6% |
| ABBVAbbvie Inc | $12.2B | 0.7% | −15.6% |
| BNDVanguard Total Bond Market | $11.5B | 0.7% | +8.8% |
| WDCWestern Digital Corp | $11.1B | 0.6% | −2.9% |
| WMTWalmart Inc | $11.0B | 0.6% | −21.4% |
| TSMTaiwan Semiconductor Manufac | $10.8B | 0.6% | |
| BBJPJpmorgan Betabuilders Japan Etf | $10.3B | 0.6% | −1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $87.6B |
| WDCWestern Digital Corp | June 30, 2020 | +1346.7% | $11.1B |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $35.4B |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $9.6B |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $21.7B |
| GLWCorning Inc | June 30, 2020 | +886.1% | $9.2B |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $7.6B |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $10.8B |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $15.5B |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $18.6B |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $1.6B
- Carnival CorpCUSIP 143658300 was $474.7M
- CTRACoterra Energy Inc was $462.0M
- Hologic IncCUSIP 436440101 was $249.4M
- Dupont De Nemours IncCUSIP 26614N102 was $188.6M
- Terns Pharmaceuticals IncCUSIP 880881107 was $151.8M
- Thomson Reuters CorpCUSIP 884903808 was $120.3M
- Ascendis Pharma A/sCUSIP 04351P101 was $117.8M
- Sealed Air Corp NewCUSIP 81211K100 was $110.9M
- Clearwater Analytics Hldgs ICUSIP 185123106 was $104.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −4.3% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +6.7% | +7.8% |
| June 30, 2025 | +10.1% | +10.5% |
| March 31, 2025 | −4.1% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +9.4% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +6.2% | +8.3% |
| March 31, 2023 | +5.1% | +7.0% |
| December 31, 2022 | +7.3% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
| June 30, 2022 | −15.4% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| December 31, 2021 | +7.1% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Jpmorgan Chase & Co Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=19617&type=13F-HR&dateb=&owner=include&count=40CIK 19617
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/19617/000001961726000325/Filed August 12, 2026 · accession 0000019617-26-000325