Holdings
JPMorgan Global Active Allocation Portfolio
As of Jun 30, 2026, JPMorgan Global Active Allocation Portfolio reported 334 positions worth US$460M. Largest: Nvidia Corporation, Taiwan Semiconductor Manufacturing Co., Ltd. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 85,191 | US$17M | −61,560 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 204K | US$15.7M | −22,000 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 40,625 | US$14.5M | +4,104 | Jun 30, 2026 |
| Apple Inc | 35,409 | US$10.2M | −22,755 | Jun 30, 2026 |
| Amazon.com, Inc. | 42,146 | US$10M | −27,199 | Jun 30, 2026 |
| Sk Hynix Inc. | 5,609 | US$9.9M | −958 | Jun 30, 2026 |
| Samsung Electronics Co., Ltd. | 42,964 | US$9.13M | −5,076 | Jun 30, 2026 |
| Asml Holding Nv | 4,341 | US$8.61M | −3,330 | Jun 30, 2026 |
| Microsoft Corp. | 18,148 | US$6.77M | −19,950 | Jun 30, 2026 |
| Broadcom Inc. | 16,776 | US$6.34M | −12,208 | Jun 30, 2026 |