0000019617-23-000462
JPMORGAN CHASE & CO
Total Value: $920,267,370,114
Total Holdings: 27992
QuarterFilling ID
Q2 250002002654-25-000004
Q1 250002002654-25-000003
Q4 240002002654-25-000001
Q3 240002002654-24-000005
Q2 240002002654-24-000004
Q1 240002002654-24-000002
Q4 230002002654-24-000001
Q3 230002002654-23-000008
Q2 230002002654-23-000007
Q1 230002002654-23-000006
Q4 220002002654-23-000005
Q3 220002002654-23-000004
Q2 220002002654-23-000003
Q1 220002002654-23-000002
Q4 210002002654-23-000001
Compare Quarter:
NameTitleCUSIPValueSharesShare PriceInvestment% of Portfolio
MICROSOFT CORPCOMMON594918104$38,489,478,206113,024,837OTR
APPLE INCCOMMON37833100$29,136,300,473150,210,344OTR
SPDR S&P 500 ETF TRUSTFUND78462F103$26,450,437,33459,669,818OTR
AMAZON COM INCCOMMON23135106$17,573,375,978134,806,503OTR
NVIDIA CORPORATIONCOMMON67066G104$15,045,966,84735,567,980OTR
META PLATFORMS INCCOMMON30303M102$12,638,810,45544,040,736OTR
UNITEDHEALTH GROUP INCCOMMON91324P102$10,770,407,83222,408,471OTR
ALPHABET INCCOMMON02079K107$10,432,175,06086,237,704OTR
VANGUARD TOTAL INTL BOND ETFFUND92203J407$10,355,130,093211,847,997OTR
Vanguard 500 Index FundETF922908363$9,219,680,74022,637,204SOLE
MASTERCARD INCORPORATEDCOMMON57636Q104$8,249,618,93020,975,385OTR
VANGUARD TOTAL BOND MARKETFUND921937835$7,682,542,570105,689,126OTR
ABBVIE INCCOMMON00287Y109$7,648,969,82856,772,580OTR
TESLA INCCOMMON88160R101$6,999,714,24026,739,940OTR
LILLY ELI & COCOMMON532457108$6,631,196,68114,139,614OTR
BRISTOL-MYERS SQUIBB COCOMMON110122108$6,606,902,547103,313,565OTR
JPMorgan BetaBuilders Europe EETF46641Q191$6,580,118,735121,583,864SOLE
ALPHABET INCCOMMON02079K305$6,454,808,57153,924,883OTR
JPMorgan BetaBuilders Japan ETETF46641Q217$6,316,758,454122,560,311SOLE
EXXON MOBIL CORPCOMMON30231G102$6,002,820,19955,970,350OTR
NXP SEMICONDUCTORS N VCOMMONN6596X109$5,790,728,25128,291,617OTR
CONOCOPHILLIPSCOMMON20825C104$5,759,614,77755,589,369OTR
NEXTERA ENERGY INCCOMMON65339F101$5,591,758,63775,360,627OTR
LOWES COS INCCOMMON548661107$5,378,666,53623,831,043OTR
JOHNSON & JOHNSONCOMMON478160104$5,260,571,72331,782,091OTR
DEERE & COCOMMON244199105$5,027,822,10212,408,554OTR
COCA COLA COCOMMON191216100$4,753,827,96378,941,015OTR
REGENERON PHARMACEUTICALSCOMMON75886F107$4,702,116,6376,543,987OTR
JPMORGAN BETABUILDERS CANADAFUND46641Q225$4,621,306,71375,437,589OTR
FINANCIAL SELECT SECTOR SPDRFUND81369Y605$4,591,050,369136,192,535OTR
MCDONALDS CORPCOMMON580135101$4,470,554,77614,981,249OTR
Jpmorgan International ResearcETF46641Q134$4,443,266,55477,774,664SOLE
INVESCO QQQ TROPTION46090E953$4,314,973,36811,680,400DFND
BANK AMERICA CORPCOMMON60505104$4,285,771,944149,382,081OTR
ISHARES CORE S&P 500 ETFFUND464287200$4,267,328,4159,574,227OTR
MORGAN STANLEYCOMMON617446448$4,253,891,82749,811,379OTR
SPDR S&P 500 ETF TROPTION78462F953$4,227,915,9849,537,800DFND
INTUITCOMMON461202103$4,226,807,1789,225,009OTR
NETFLIX INCCOMMON64110L106$4,226,117,9539,594,129OTR
S&P GLOBAL INCCOMMON78409V104$4,163,497,71910,385,636OTR
ProLogis IncRET74340W103$4,064,248,73633,142,368SOLE
ORACLE CORPCOMMON68389X105$4,061,260,17734,102,445OTR
EATON CORP PLCCOMMONG29183103$4,025,187,19420,015,847OTR
TAIWAN SEMICONDUCTOR MFG LTDADR874039100$4,009,442,70339,728,920OTR
Wells Fargo CoCOM949746101$3,973,590,79693,101,940SOLE
UNITED PARCEL SERVICE INCCOMMON911312106$3,968,514,36822,139,549OTR
UBER TECHNOLOGIES INCCOMMON90353T100$3,925,490,87690,930,990OTR
Invesco QQQ TrustETF46090E103$3,887,663,43310,523,694SOLE
ANALOG DEVICES INCCOMMON32654105$3,869,679,27219,863,863OTR
ADOBE SYSTEMS INCORPORATEDCOMMON00724F101$3,846,616,2457,866,451OTR