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Livermore
Livermore
ZHEN

JPMorgan Chase & Co

SEC CIK
0000019617
Latest filing
Aug 12, 2026

The latest 13F from JPMorgan Chase & Co covers Q2 2026 (filed Aug 12, 2026): 6,818 long positions worth $1.71T. The top 10 holdings make up 26.2% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 5.1%. Livermore has 30 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
662
Est. +$7.83B
Added
2921
Est. +$155.8B
Reduced
2575
Est. −$140.7B
Sold out
369
Est. −$3.96B

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    5.1%$87.6BHistory
  2. AAPLApple Inc.
    3.8%$64.5BHistory
  3. MSFTMicrosoft Corp
    2.9%$49.8BHistory
  4. GOOGAlphabet Inc.
    2.8%$48.4BHistory
  5. AMZNAmazon Com Inc
    2.4%$40.3BHistory

Share of portfolio

Top 5 holdings and the other 6,813 positions, by share of portfolio value

  1. NVDA5.1%
  2. AAPL3.8%
  3. MSFT2.9%
  4. GOOG2.8%
  5. AMZN2.4%
  6. Other 6,813 positions83.0%

Biggest buys

New and added positions, by estimated amount bought

  1. MUMicron Technology Inc
    +$11.5BAddedHistory
  2. AMDAdvanced Micro Devices Inc
    +$8.66BAddedHistory
  3. GOOGLAlphabet Inc.
    +$7.42BAddedHistory
  4. GOOGAlphabet Inc.
    +$6.33BAddedHistory
  5. AMATApplied Materials Inc
    +$6.22BAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. MUMicron Technology Inc
    +1.38 pp0.3% → 1.7%History
  2. AMDAdvanced Micro Devices Inc
    +0.95 pp0.3% → 1.3%History
  3. LRCXLam Research Corp
    +0.64 pp0.4% → 1.1%History
  4. GOOGAlphabet Inc.
    +0.61 pp2.2% → 2.8%History
  5. GOOGLAlphabet Inc.
    +0.58 pp1.3% → 1.9%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. WMTWalmart Inc.
    −$3.00BReducedHistory
  2. XOMExxonMobil Holdings Corp
    −$2.88BReducedHistory
  3. METAMeta Platforms, Inc.
    −$2.38BReducedHistory
  4. ABBVAbbVie Inc.
    −$2.26BReducedHistory
  5. MAMastercard Inc
    −$2.26BReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −0.48 pp1.0% → 0.5%History
  2. WMTWalmart Inc.
    −0.38 pp1.0% → 0.6%History
  3. METAMeta Platforms, Inc.
    −0.32 pp1.8% → 1.5%History
  4. INTUIntuit Inc.
    −0.31 pp0.4% → 0.1%History
  5. MCDMcDonalds Corp
    −0.29 pp0.8% → 0.5%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.71T
+$238.5B (+16.2%) vs. prior quarter
Positions
6,818
+293 vs. prior quarter
Top 10 concentration
26.2%
Top 10 as share of value
Turnover
9.1%
Q2 2026, one quarter
Average holding period
21.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.71T (Q2 2026)

Q1 2021: $697.5BQ2 2021: $778.5BQ3 2021: $751.9BQ4 2021: $806.5BQ1 2022: $773.2BQ2 2022: $675.0BQ3 2022: $646.1BQ4 2022: $705.0BQ1 2023: $770.0BQ2 2023: $873.3BQ3 2023: $856.6BQ4 2023: $978.6BQ1 2024: $1.12TQ2 2024: $1.16TQ3 2024: $1.25TQ4 2024: $1.26TQ1 2025: $1.31TQ2 2025: $1.45TQ3 2025: $1.57TQ4 2025: $1.49TQ1 2026: $1.47TQ2 2026: $1.71T
Q1 2021Q2 2026
13F filings of JPMorgan Chase & Co by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 20266,818$1.71TNVDAAAPLMSFTvs. Q1 2026SEC
Q1 2026May 13, 2026Amended6,525$1.47TNVDAAAPLMSFTvs. Q4 2025SEC
Q4 2025Feb 11, 20266,369$1.49TNVDAMSFTAAPLvs. Q3 2025SEC
Q3 2025Nov 26, 2025Amended6,321$1.57TNVDAMSFTAAPLvs. Q2 2025SEC
Q2 2025Aug 12, 20256,136$1.45TMSFTNVDAAAPLvs. Q1 2025SEC
Q1 2025May 12, 20256,399$1.31TMSFTNVDAAAPLvs. Q4 2024SEC
Q4 2024Feb 12, 20256,309$1.26TMSFTNVDAAAPLvs. Q3 2024SEC
Q3 2024Dec 26, 2024Amended6,332$1.25TMSFTNVDAAAPLvs. Q2 2024SEC
Q2 2024Dec 26, 2024Amended6,302$1.16TMSFTNVDAAAPLvs. Q1 2024SEC
Q1 2024Dec 26, 2024Amended6,356$1.12TMSFTNVDASPYvs. Q4 2023SEC
Q4 2023Dec 26, 2024Amended6,438$978.6BMSFTAAPLAMZNvs. Q3 2023SEC
Q3 2023Nov 14, 20236,466$856.6BMSFTAAPLSPYvs. Q2 2023SEC
Q2 2023Aug 11, 20235,959$873.3BMSFTAAPLSPYvs. Q1 2023SEC
Q1 2023May 18, 2023Amended6,056$770.0BMSFTAAPLSPYvs. Q4 2022SEC
Q4 2022Feb 13, 20235,878$705.0BMSFTSPYAAPLvs. Q3 2022SEC
Q3 2022Nov 14, 20225,785$646.1BMSFTSPYAAPLvs. Q2 2022SEC
Q2 2022Aug 11, 20225,800$675.0BMSFTSPYAAPLvs. Q1 2022SEC
Q1 2022May 11, 20225,870$773.2BSPYMSFTAAPLvs. Q4 2021SEC
Q4 2021Feb 11, 2022Amended5,859$806.5BSPYMSFTAAPLvs. Q3 2021SEC
Q3 2021Nov 12, 20215,663$751.9BSPYMSFTAAPLvs. Q2 2021SEC
Q2 2021Aug 12, 20215,587$778.5BSPYMSFTAAPLvs. Q1 2021SEC
Q1 2021May 12, 20215,360$697.5BSPYMSFTAAPL–SEC

13D and 13G filings

Companies where JPMorgan Chase & Co reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

48 companies, largest stake first.

Companies where JPMorgan Chase & Co owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
MHDBlackRock Muniholdings Fund, Inc.13D/A100.00%7.18K shares0.00 ppfrom 100.00%Jan 2, 20243 filingsJun 5, 2026SEC
DOCNDigitalOcean Holdings, Inc.13G/A13.00%13.7M shares+2.70 ppfrom 10.30%Jun 4, 20262 filingsJul 27, 2026SEC
ANDGAndersen Group Inc.13G/A10.40%1.41M shares−3.60 ppfrom 14.00%Jan 7, 20262 filingsJul 27, 2026SEC
DOVDOVER Corp13G/A10.20%13.8M shares0.00 ppfrom 10.20%Jan 22, 20218 filingsMay 12, 2026SEC
WRBYWarby Parker Inc.13G/A10.20%11.0M shares+1.10 ppfrom 9.10%Oct 24, 20253 filingsJun 4, 2026SEC
BURLBurlington Stores, Inc.13G/A9.80%6.22M shares−1.00 ppfrom 10.80%Jan 9, 20235 filingsJul 27, 2026SEC
SKYQSky Quarry Inc.13G9.60%2.25M shares–Oct 30, 20242 filingsOct 24, 2025SEC
NTRANatera, Inc.13G/A9.10%12.8M shares+1.40 ppfrom 7.70%Jan 24, 20227 filingsJan 23, 2026SEC
VTRVentas, Inc.13G/A8.70%42.6M shares+1.60 ppfrom 7.10%Jan 19, 20219 filingsJul 27, 2026SEC
SLGNSilgan Holdings Inc13G/A8.70%9.27M shares+1.60 ppfrom 7.10%Jan 6, 20216 filingsJan 23, 2026SEC
TWLOTwilio Inc13G/A8.00%12.2M shares+2.00 ppfrom 6.00%Apr 29, 20254 filingsJul 27, 2026SEC
YUMCYum China Holdings, Inc.13G/A7.60%28.4M shares+1.40 ppfrom 6.20%Apr 29, 20252 filingsJul 22, 2025SEC
WMGWarner Music Group Corp.13G/A7.60%11.2M shares−1.60 ppfrom 9.20%Oct 15, 20246 filingsJul 27, 2026SEC
AZOAutoZone Inc13G/A7.50%1.24M shares+0.70 ppfrom 6.80%Jan 19, 20229 filingsJul 27, 2026SEC
MMM3M Co13G/A7.40%38.6M shares−1.40 ppfrom 8.80%Jul 30, 20257 filingsJul 27, 2026SEC
YUMYum Brands Inc13G/A7.20%20.1M shares+1.70 ppfrom 5.50%Oct 15, 20244 filingsJan 23, 2026SEC
LEVILevi Strauss & Co13G7.10%6.98M sharesNewMay 13, 20261 filingMay 13, 2026SEC
LMNDLemonade, Inc.13G/A7.00%5.39M shares+1.10 ppfrom 5.90%Jan 21, 20262 filingsJul 27, 2026SEC
QUREuniQure N.V.13G7.00%4.87M sharesNewJul 16, 20261 filingJul 16, 2026SEC
BKRBaker Hughes Co13G/A6.90%69.1M shares+1.10 ppfrom 5.80%Jan 6, 202310 filingsJul 27, 2026SEC
ALGMAllegro Microsystems, Inc.13G6.80%12.7M shares+2.00 ppfrom 4.80%Oct 9, 20243 filingsJul 16, 2026SEC
NXPINXP Semiconductors N.V.13G/A6.60%16.7M shares−1.40 ppfrom 8.00%Jan 26, 20228 filingsJul 27, 2026SEC
LOWLowes Companies Inc13G/A6.50%36.7M shares+1.00 ppfrom 5.50%Jul 30, 20252 filingsOct 31, 2025SEC
DOCUDocuSign, Inc.13G6.40%13.7M sharesNewJan 16, 20261 filingJan 16, 2026SEC
NBIXNeurocrine Biosciences Inc13G/A6.30%6.34M shares+1.10 ppfrom 5.20%Jan 21, 20262 filingsJul 27, 2026SEC

Showing the 25 largest of 48 stakes.

Latest filings

876 filings on file made by JPMorgan Chase & Co or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by JPMorgan Chase & Co
CompanyFiled (ET)FormStakeChangeEvent dateFiling
CIENCiena CorpSep 3, 20261:10 PM ET13G/A3.90%5.62M shares−3.80 ppfrom 7.70%Below 5%Aug 31, 2026SEC
VICRVicor CorpSep 3, 202612:35 PM ET13G/A4.00%1.39M shares−2.90 ppfrom 6.90%Below 5%Aug 31, 2026SEC
MKSIMKS IncSep 3, 202612:29 PM ET13G/A2.90%2.01M shares−2.10 ppfrom 5.00%Below 5%Aug 31, 2026SEC
LWLamb Weston Holdings, Inc.Aug 5, 202612:43 PM ET13G/A4.90%6.89M shares−0.10 ppfrom 5.00%Below 5%Jun 30, 2026SEC
MMM3M CoJul 27, 202612:24 PM ET13G/A7.40%38.6M shares−1.40 ppfrom 8.80%Jun 30, 2026SEC
WMGWarner Music Group Corp.Jul 27, 202611:48 AM ET13G/A7.60%11.2M shares−1.60 ppfrom 9.20%Jun 30, 2026SEC
VTRVentas, Inc.Jul 27, 202611:46 AM ET13G/A8.70%42.6M shares+1.60 ppfrom 7.10%Jun 30, 2026SEC
TWLOTwilio IncJul 27, 202611:44 AM ET13G/A8.00%12.2M shares+2.00 ppfrom 6.00%Jun 30, 2026SEC
TTTrane Technologies plcJul 27, 202611:41 AM ET13G/A5.60%12.5M shares−1.70 ppfrom 7.30%Jun 30, 2026SEC
NXPINXP Semiconductors N.V.Jul 27, 202611:33 AM ET13G/A6.60%16.7M shares−1.40 ppfrom 8.00%Jun 30, 2026SEC
NBIXNeurocrine Biosciences IncJul 27, 202611:17 AM ET13G/A6.30%6.34M shares+1.10 ppfrom 5.20%Jun 30, 2026SEC
LMNDLemonade, Inc.Jul 27, 202611:16 AM ET13G/A7.00%5.39M shares+1.10 ppfrom 5.90%Jun 30, 2026SEC
FISFidelity National Information Services, Inc.Jul 27, 202611:14 AM ET13G/A5.20%27.0M shares−2.10 ppfrom 7.30%Jun 30, 2026SEC
DOCNDigitalOcean Holdings, Inc.Jul 27, 202611:13 AM ET13G/A13.00%13.7M shares+2.70 ppfrom 10.30%Jun 30, 2026SEC
BURLBurlington Stores, Inc.Jul 27, 202611:10 AM ET13G/A9.80%6.22M shares−1.00 ppfrom 10.80%Jun 30, 2026SEC
BKRBaker Hughes CoJul 27, 202611:07 AM ET13G/A6.90%69.1M shares+1.10 ppfrom 5.80%Jun 30, 2026SEC
AZOAutoZone IncJul 27, 202611:05 AM ET13G/A7.50%1.24M shares+0.70 ppfrom 6.80%Jun 30, 2026SEC
AJGArthur J. Gallagher & Co.Jul 27, 202611:04 AM ET13G/A5.50%14.2M shares−2.30 ppfrom 7.80%Jun 30, 2026SEC
ANDGAndersen Group Inc.Jul 27, 202611:01 AM ET13G/A10.40%1.41M shares−3.60 ppfrom 14.00%Jun 30, 2026SEC
MCDMcDonalds CorpJul 22, 20261:45 PM ET13G/A4.30%31.0M shares−0.80 ppfrom 5.10%Below 5%Jun 30, 2026SEC