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JPMORGAN CHASE & CO

institutionel investor · portefølje $1.81 bio. · 34 064 positioner · rapport pr. 30.06.2026

Aktiepositioner rapport for 30.06.2026, indsendt 12.08.2026; ændring — mod 31.03.2026 · 0

SelskabAktierVærdi% af porteføljenÆndring i kvartalet

I virksomheder i vores database 260

SelskabAndelAktierRapportdato
Palo Alto Networks Inc22.29%21 715 5782026-06-30
DigitalOcean Holdings Inc13.27%13 850 2062026-06-30
Dover Corporation10.85%14 615 0502026-06-30
Ventas Inc.8.52%43 693 9052026-06-30
Baker Hughes Co8.44%69 935 6382026-06-30
Twilio Inc7.96%12 224 0272026-06-30
CIENA CORP7.9%11 206 2092026-06-30
AutoZone Inc7.68%1 253 6322026-06-30
3M Company7.65%39 432 7272026-06-30
Yum! Brands Inc7.34%20 017 6492026-06-30
Yum China Holdings Inc7.04%24 117 0742026-06-30
uniQure N.V.7.02%4 867 7552026-06-30
Lemonade Inc6.97%5 392 8292026-06-30
Levi Strauss & Co Class A6.89%6 920 8082026-06-30
NXP Semiconductors NV6.87%17 313 2692026-06-30
Lowe's Companies Inc6.45%36 201 3452026-06-30
Amphenol Corporation6.36%78 397 4242026-06-30
Neurocrine Biosciences Inc6.29%6 398 6742026-06-30
Monster Beverage Corp6.07%59 439 5862026-06-30
Monster Beverage Corp6.07%59 439 5862026-06-30
Take-Two Interactive Softwar…5.9%11 034 0932026-06-30
Aon PLC5.74%12 175 9742026-06-30
Affirm Holdings Inc5.63%16 722 9222026-06-30
Arthur J Gallagher & Co5.6%14 356 7642026-06-30
NextEra Energy Inc.5.56%116 048 7712026-06-30
Nextera Energy Inc5.56%116 048 7712026-06-30
Post Holdings Inc5.42%2 455 9992026-06-30
Middleby Corp5.41%2 444 7172026-06-30
EOG RESOURCES INC5.38%28 230 2862026-06-30
Entergy Corporation5.34%24 917 9752026-06-30
Vista Energy, S.A.B. de C.V.5.3%5 526 9392026-06-30
CMS Energy Corporation5.23%16 409 3892026-06-30
Chipotle Mexican Grill Inc5.23%66 168 6912026-06-30
Ecolab Inc5.22%14 619 4682026-06-30
Fidelity National Informatio…5.14%26 586 1162026-06-30
MKS Instruments Inc.4.99%3 373 8442026-06-30
Western Digital Corporation4.93%17 007 7892026-06-30
Insmed Inc.4.78%10 428 1702026-06-30
Insmed Inc4.78%10 428 1702026-06-30
Mondelez International Inc4.76%60 744 8722026-06-30
Howmet Aerospace Inc4.64%18 561 5182026-06-30
United Rentals Inc4.55%2 829 7332026-06-30
Lumentum Holdings Inc.4.53%4 059 8072026-06-30
McDonald’s Corporation4.51%31 923 7262026-06-30
STRYKER CORP4.5%17 260 9432026-06-30
Omnicom Group Inc4.41%12 085 4352026-06-30
Walt Disney Co4.39%75 807 7592026-06-30
Eaton Corporation PLC4.32%16 785 1102026-06-30
Digitalbridge Group Inc4.28%8 022 4422026-06-30
Equity Residential4.25%15 918 6652026-06-30
Xcel Energy Inc4.23%21 741 6612026-06-30
Carrier Global Corp4.18%34 487 5242026-06-30
Corning Incorporated4.18%36 016 3932026-06-30
Packaging Corp of America4.17%3 712 8162026-06-30
Loews Corp3.99%8 149 3822026-06-30
Huazhu Group Ltd3.97%12 210 0932026-06-30
Edwards Lifesciences Corp3.96%22 783 1752026-06-30
Vulcan Materials Company3.9%5 056 7262026-06-30
Henry Schein Inc3.9%4 342 9292026-06-30
Church & Dwight Company Inc3.85%9 140 5322026-06-30
U.S. Bancorp3.83%59 686 0292026-06-30
Wells Fargo & Company3.78%114 238 7002026-06-30
Regeneron Pharmaceuticals In…3.73%3 774 1992026-06-30
IQVIA Holdings Inc3.73%6 139 7752026-06-30
MaxLinear Inc3.7%2 164 7572026-06-30
Regency Centers Corporation3.68%6 158 4342026-06-30
Regency Centers Corp.3.68%6 158 4342026-06-30
Lam Research Corp.3.62%45 317 4792026-06-30
Texas Instruments Incorporat…3.55%32 449 2452026-06-30
Quanta Services Inc3.53%5 308 4952026-06-30
Bristol Myers Squibb Co.3.51%71 713 4422026-06-30
Bristol-Myers Squibb Company3.51%71 713 4422026-06-30
Analog Devices Inc3.49%16 890 3632026-06-30
Hilton Worldwide Holdings In…3.49%7 861 5432026-06-30
Hannon Armstrong Sustainable…3.48%4 475 8582026-06-30
Deere & Company3.42%9 211 9932026-06-30
Cognizant Technology Solutio…3.32%14 952 9422026-06-30
Dell Technologies Inc.3.31%10 437 4582026-06-30
Fifth Third Bancorp3.3%29 970 1282026-06-30
FIFTH THIRD BANCORP3.3%29 970 1282026-06-30
EQT Corporation3.28%20 541 7012026-06-30
Zoom Video Communications In…3.25%8 561 2332026-06-30
Mastercard Inc3.25%28 228 0272026-06-30
Teradyne Inc3.21%5 570 0532026-06-30
Quest Diagnostics Inc.3.19%3 520 4382026-06-30
Quest Diagnostics Incorporat…3.19%3 520 4382026-06-30
ConocoPhillips3.17%38 047 3992026-06-30
Vertex, Inc.3.16%2 528 0442026-06-30
Cencora, Inc.3.11%5 943 6572026-06-30
Philip Morris International…3.09%48 189 1012026-06-30
Sempra Energy3.07%20 050 8482026-06-30
CELESTICA INC3.07%3 874 5842026-06-30
Sempra3.07%20 050 8482026-06-30
Leidos Holdings Inc3.05%3 833 3522026-06-30
American Express Co.3.03%20 459 9412026-06-30
American Express Company3.03%20 459 9412026-06-30
Hewlett Packard Enterprise C…3.02%40 050 7642026-06-30
Canadian Pacific Kansas City…3%26 369 8282026-06-30
Ramaco Resources Inc2.92%1 516 1402026-06-30
Capital One Financial Corpor…2.9%17 785 8182026-06-30
Cadence Design Systems Inc2.86%7 865 9072026-06-30
Southern Company2.85%32 778 2012026-06-30
Tempus AI, Inc.2.84%4 989 0622026-06-30
SCHWAB CHARLES CORP2.84%49 165 1862026-06-30
M&T Bank Corporation2.8%4 045 9902026-06-30
Ball Corporation2.8%7 411 5802026-06-30
Chemours Co2.79%4 199 3952026-06-30
MACOM Technology Solutions H…2.78%2 125 0912026-06-30
Masco Corporation2.77%5 463 5702026-06-30
RTX Corporation2.76%37 167 7272026-06-30
RTX Corporation2.76%37 167 7272026-06-30
Goldman Sachs Group Inc2.76%8 039 0702026-06-30
Bloom Energy Corp2.75%8 085 8932026-06-30
COMMVAULT SYSTEMS INC2.72%1 125 5802026-06-30
Himalaya Shipping Ltd.2.72%1 195 9142026-06-30
Ross Stores Inc2.72%8 685 5232026-06-30
AbbVie Inc2.71%47 862 7962026-06-30
AbbVie Inc2.71%47 862 7962026-06-30
Guidewire Software Inc2.7%2 249 3392026-06-30
Union Pacific Corporation2.64%15 674 6512026-06-30
ROCKWELL AUTOMATION, INC2.63%2 919 5882026-06-30
Nu Holdings Ltd2.63%99 956 9592026-06-30
Snowflake Inc.2.61%9 218 8162026-06-30
Snowflake Inc.2.61%9 218 8162026-06-30
Vertiv Holdings Co2.61%10 061 2042026-06-30
ON Semiconductor Corporation2.6%10 129 2502026-06-30
Credicorp Ltd2.58%2 433 9472026-06-30
Vertex Pharmaceuticals Inc2.57%6 517 6002026-06-30
Blackstone Inc.2.55%19 156 2462026-06-30
SBA Communications Corporati…2.55%2 707 0052026-06-30
Blackstone Inc.2.55%19 156 2462026-06-30
Host Hotels & Resorts Inc.2.53%17 838 1372026-06-30
American Water Works2.52%5 012 5602026-06-30
Booking Holdings Inc2.51%18 836 4952026-06-30
Advanced Micro Devices Inc2.47%40 309 2332026-06-30
Sanofi ADR2.47%6 573 6822026-06-30
Advanced Micro Devices Inc.2.47%40 309 2332026-06-30
Johnson & Johnson2.42%58 301 6092026-06-30
Autodesk Inc2.4%5 023 2432026-06-30
Air Products and Chemicals I…2.36%5 253 9852026-06-30
Energy Transfer LP2.35%81 080 4932026-06-30
GE Vernova LLC2.35%6 253 3052026-06-30
BEST BUY CO INC2.31%4 835 5422026-06-30
Thermo Fisher Scientific Inc2.3%8 503 5272026-06-30
Seagate Technology PLC2.29%5 201 1032026-06-30
Micron Technology Inc2.29%25 836 0112026-06-30
SLR Investment Corp.2.29%1 247 9412026-06-30
Micron Technology Inc2.29%25 836 0112026-06-30
NGL Energy Partners LP2.27%2 833 0242026-06-30
8x8 Inc Common Stock2.27%2 536 9192026-06-30
UNITEDHEALTH GROUP INC2.26%20 246 0472026-06-30
Timken Company2.2%1 524 9272026-06-30
Silvercorp Metals Inc2.19%4 851 1812026-06-30
PepsiCo Inc2.18%30 596 3362026-06-30
The Bank of New York Mellon…2.18%14 790 7982026-06-30
Medtronic PLC2.17%27 784 4712026-06-30
Freeport-McMoRan Inc.2.16%30 998 6422026-06-30
Freeport-McMoran Copper & Go…2.16%30 998 6422026-06-30
Suburban Propane Partners LP2.15%1 431 3062026-06-30
Hims Hers Health Inc2.12%4 766 7812026-06-30
Regions Financial Corporatio…2.11%17 977 5052026-06-30
Expedia Group Inc.2.11%2 417 0162026-06-30
Meta Platforms, Inc.2.08%45 944 3872026-06-30
Rexford Industrial Realty In…2.07%4 612 4742026-06-30
Prologis Inc2.06%19 264 3782026-06-30
Prologis Inc.2.06%19 264 3782026-06-30
Arch Capital Group Ltd.2.05%6 991 5802026-06-30
Globus Medical2.04%2 743 8502026-06-30
Tractor Supply Company2.03%10 665 5602026-06-30
Robinhood Markets, Inc.2%15 803 9962026-06-30
AerCap Holdings NV2%3 335 5012026-06-30
Alnylam Pharmaceuticals Inc2%2 675 5172026-06-30
Broadcom Inc.1.99%95 016 1482026-06-30
CSX Corporation1.96%36 262 1812026-06-30
GENERAL DYNAMICS CORP1.95%5 283 7462026-06-30
RAMBUS INC1.94%2 101 4182026-06-30
Emerson Electric Company1.92%10 753 1472026-06-30
Ametek Inc1.91%4 371 8792026-06-30
Bank of America Corp1.88%131 583 1642026-06-30
NVIDIA Corporation1.86%449 404 5782026-06-30
Enphase Energy Inc1.83%2 416 2462026-06-30
Microsoft Corporation1.82%135 173 5162026-06-30
First Citizens BancShares, I…1.8%184 8052026-06-30
Intuit Inc1.8%4 808 4872026-06-30
Merck KGaA ADR1.78%43 886 4202026-06-30
Equinix Inc.1.78%1 758 5522026-06-30
Progressive Corp1.77%10 295 9272026-06-30
Williams Companies Inc1.75%21 379 7962026-06-30
Applied Materials Inc1.75%13 886 0532026-06-30
CBRE Group Inc Class A1.75%5 056 2172026-06-30
Applied Materials Inc.1.75%13 886 0532026-06-30
Danaher Corporation1.73%12 185 4002026-06-30
Dominion Energy Inc1.69%14 884 6252026-06-30
Boston Scientific Corp1.65%23 907 8382026-06-30
CME GROUP INC.1.6%5 767 7312026-06-30
Caterpillar Inc1.59%7 325 7312026-06-30
Marvell Technology, Inc.1.58%13 891 6282026-06-30
Alphabet Inc.1.57%91 919 4762026-06-30
Apple Inc.1.57%228 762 0082026-06-30
MARRIOTT INTERNATIONAL INC /…1.57%4 101 5272026-06-30
Exxon Mobil Corporation1.56%64 457 2922026-06-30
Amazon.com, Inc.1.56%167 979 1472026-06-30
The TJX Companies Inc1.54%16 938 3242026-06-30
Cheniere Energy Inc1.51%3 109 9492026-06-30
TotalEnergies SE1.5%37 495 7952026-06-30
McKesson Corporation1.5%1 748 8602026-06-30
The Travelers Companies Inc1.49%3 112 6022026-06-30
TORM plc1.48%1 520 0642026-06-30
TORM plc1.48%1 520 0642026-06-30
Sea Limited1.44%8 186 5572026-06-30
Accenture plc1.42%9 480 9852026-06-30
Royal Caribbean Cruises Ltd1.41%3 770 7692026-06-30
AT&T Inc.1.41%96 916 0242026-06-30
Frontline Ltd1.41%3 137 0972026-06-30
Ferrari NV1.36%2 410 0682026-06-30
Palantir Technologies Inc.1.35%29 494 9742026-06-30
ServiceNow Inc1.35%13 949 2792026-06-30
International Business Machi…1.32%12 445 4112026-06-30
Golub Capital BDC Inc.1.3%3 384 0882026-06-30
The Coca-Cola Company1.29%55 484 6872026-06-30
AstraZeneca PLC1.24%19 204 8232026-06-30
GLOBALFOUNDRIES Inc.1.23%6 755 8892026-06-30
Walmart Inc.1.21%96 309 9212026-06-30
BW LPG Ltd.1.21%1 920 0442026-06-30
Republic Services Inc1.2%3 669 0002026-06-30
Logitech International SA1.19%1 918 3882026-06-30
Logitech International S.A.1.19%1 918 3882026-06-30
YPF Sociedad Anonima1.19%4 663 5382026-06-30
Ares Capital Corp.1.09%7 850 6592026-06-30
Tesla, Inc.1.06%41 972 2872026-06-30
Ryanair Holdings PLC ADR1.02%5 284 1832026-06-30
Costamare Inc0.81%983 7072026-06-30
CrowdStrike Holdings, Inc.0.8%8 174 4632026-06-30
Itau Unibanco Banco Holding…0.8%43 344 9352026-06-30
NEIGHBORHOOD INTELLIGENCE, I…0.79%54 5472026-06-30
Grupo Aeroportuario del Sure…0.71%197 6742026-06-30
Plains All American Pipeline…0.68%4 968 3772026-06-30
Gold Fields Ltd ADR0.66%5 919 7302026-06-30
ICICI Bank Limited0.64%22 989 7402026-06-30
ASML Holding NV ADR0.62%2 395 8592026-06-30
Trip.com Group Ltd ADR0.57%3 568 5942026-06-30
Infosys Ltd ADR0.52%21 192 8272026-06-30
Cmb.Tech NV0.5%1 564 7722026-06-30
CMB.TECH NV0.5%1 564 7722026-06-30
Taiwan Semiconductor Manufac…0.46%23 829 2862026-06-30
Pampa Energia SA ADR0.43%229 3682026-06-30
Vodafone Group PLC ADR0.27%6 194 4442026-06-30
Haleon plc0.25%10 824 3952026-06-30
Black Hawk Acquisition Corp0.24%16 8532026-06-30
Rio Tinto ADR0.2%2 552 5522026-06-30
Aegon NV ADR0.17%2 601 4232026-06-30
Natwest Group PLC0.16%6 312 7032026-06-30
Ellomay Capital Ltd0.05%6 4222026-06-30
Alpha Modus Holdings, Inc0%2152026-06-30
Veraxa Biotech AG Ordinary S…0%3962026-06-30
Embotelladora Andina S.A0%1622026-06-30
Vornado Realty Trust———
Ping An Insurance Company of…———
Suzuki Motor Corporation———
Tencent———
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