0000019617-24-000190
JPMORGAN CHASE & CO
Total Value: $1,040,788,602,081
Total Holdings: 30972
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$46,647,978,601124,050,575OTR
APPLE INCCOMMON37833100$26,474,903,928137,510,539OTR
AMAZON COM INCCOMMON23135106$24,942,480,670164,160,066OTR
SPDR S&P 500 ETF TRUSTFUND78462F103$24,665,805,93751,894,144OTR
NVIDIA CORPORATIONCOMMON67066G104$18,131,777,90636,613,581OTR
META PLATFORMS INCCOMMON30303M102$17,371,562,62849,077,756OTR
UNITEDHEALTH GROUP INCCOMMON91324P102$12,579,962,15623,894,926OTR
VANGUARD TOTAL INTL BOND ETFFUND92203J407$11,542,526,620233,820,047OTR
ALPHABET INCCOMMON02079K107$11,358,110,68780,593,987OTR
ELI LILLY & COCOMMON532457108$11,235,016,92319,273,685OTR
MASTERCARD INCORPORATEDCOMMON57636Q104$10,735,927,34625,171,571OTR
ALPHABET INCCOMMON02079K305$8,081,559,39757,853,528OTR
ABBVIE INCCOMMON00287Y109$8,030,283,83351,818,311OTR
VANGUARD TOTAL BOND MARKETFUND921937835$7,085,662,98996,338,042OTR
TESLA INCCOMMON88160R101$6,914,338,68927,826,540OTR
SPDR S&P 500 ETF TROPTION78462F953$6,827,067,65414,363,400DFND
JPMORGAN BETABUILDERS JAPAN ETFFUND46641Q217$6,683,787,003127,261,748OTR
BROADCOM INCCOMMON11135F101$6,393,460,5215,727,624OTR
REGENERON PHARMACEUTICALSCOMMON75886F107$6,347,199,7347,226,769OTR
EATON CORP PLCCOMMONG29183103$6,216,700,59725,814,718OTR
EXXON MOBIL CORPCOMMON30231G102$6,155,940,65761,571,720OTR
CONOCOPHILLIPSCOMMON20825C104$6,078,840,23252,372,190OTR
NXP SEMICONDUCTORS N VCOMMONN6596X109$6,052,351,11426,351,232OTR
ISHARES CORE S&P 500 ETFFUND464287200$5,992,408,16312,546,130OTR
INTUITCOMMON461202103$5,665,896,8189,064,999OTR
LOWES COS INCCOMMON548661107$5,638,763,78325,337,064OTR
WELLS FARGO CO NEWCOMMON949746101$5,603,229,862113,840,509OTR
MORGAN STANLEYCOMMON617446448$5,589,409,15059,940,044OTR
DEERE & COCOMMON244199105$5,475,478,31413,693,146OTR
NEXTERA ENERGY INCCOMMON65339F101$5,335,142,90587,835,740OTR
ADVANCED MICRO DEVICES INCCOMMON7903107$5,303,788,93835,979,845OTR
UBER TECHNOLOGIES INCCOMMON90353T100$5,298,707,03786,059,883OTR
COCA COLA COCOMMON191216100$5,296,975,87389,885,896OTR
ADOBE INCCOMMON00724F101$5,293,421,4808,872,647OTR
JPMORGAN BETABUILDERS EUROPE ETFFUND46641Q191$5,115,405,17690,394,154OTR
BANK AMERICA CORPCOMMON60505104$5,018,504,951149,049,745OTR
JPMORGAN BETABUILDERS CANADAFUND46641Q225$5,012,704,81378,176,930OTR
PROLOGIS INC.COMMON74340W103$4,894,670,03936,719,204DFND
MCDONALDS CORPCOMMON580135101$4,871,582,37216,429,741OTR
VANGUARD INT-TERM CORPORATEFUND92206C870$4,775,708,24358,756,253OTR
VANGUARD S&P 500 ETFFUND922908363$4,740,165,28510,852,026OTR
JOHNSON & JOHNSONCOMMON478160104$4,663,353,53929,752,159OTR
BRISTOL-MYERS SQUIBB COCOMMON110122108$4,620,376,92890,048,274OTR
ANALOG DEVICES INCCOMMON32654105$4,608,269,38023,208,447OTR
FINANCIAL SELECT SECTOR SPDRFUND81369Y605$4,560,697,234121,295,142OTR
NETFLIX INCCOMMON64110L106$4,522,614,3939,288,971OTR
VANGUARD TAX-EXEMPT BOND ETFFUND922907746$4,409,850,66686,382,971OTR
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETFFUND46641Q134$4,358,727,58874,584,661OTR
SPDR GOLD TROPTION78463V907$4,318,511,18322,589,900DFND
COMCAST CORP NEWCOMMON20030N101$4,308,962,01998,265,952OTR