Holdings
SA JPMorgan Large Cap Core Portfolio
As of Jul 31, 2026, SA JPMorgan Large Cap Core Portfolio reported 66 positions worth US$508M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 207K | US$41.5M | −38,579 | Jul 31, 2026 |
| Alphabet Inc (google) Class C | 98,019 | US$34.9M | +16,289 | Jul 31, 2026 |
| Apple Inc | 100K | US$30.9M | −16,456 | Jul 31, 2026 |
| Amazon.com, Inc. | 97,406 | US$26.5M | −26,171 | Jul 31, 2026 |
| Microsoft Corp. | 45,647 | US$21.2M | −4,352 | Jul 31, 2026 |
| Broadcom Inc. | 53,549 | US$20.8M | −322 | Jul 31, 2026 |
| Mastercard Incorporated | 29,844 | US$17.1M | −670 | Jul 31, 2026 |
| Wells Fargo & Company | 161K | US$13.9M | −12,659 | Jul 31, 2026 |
| Micron Technology, Inc. | 14,867 | US$12.2M | −1,383 | Jul 31, 2026 |
| American Express Company | 35,856 | US$12.1M | −2,017 | Jul 31, 2026 |