0000019617-24-000369
JPMORGAN CHASE & CO
Total Value: $1,182,176,140,768
Total Holdings: 32040
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$53,743,257,680127,741,152OTR
NVIDIA CORPORATIONCOMMON67066G104$34,300,451,88737,961,454OTR
SPDR S&P 500 ETF Ser 1 S&PCOMMON78462F103$31,571,707,42460,358,474SOLE
AMAZON COM INCCOMMON23135106$30,978,853,058171,742,171OTR
APPLE INCCOMMON37833100$26,760,948,784156,058,717OTR
META PLATFORMS INCCOMMON30303M102$24,367,692,98050,182,653OTR
ELI LILLY & COCOMMON532457108$14,939,137,52919,202,963OTR
ALPHABET INCCOMMON02079K107$12,815,986,36784,171,721OTR
MASTERCARD INCORPORATEDCOMMON57636Q104$12,325,676,37925,594,776OTR
UNITEDHEALTH GROUP INCCOMMON91324P102$11,793,949,17023,840,608OTR
iShares S&P 500 IndexCOMMON464287200$10,599,461,54820,161,417SOLE
Vanguard index Fds S&P 500 ETFCOMMON922908363$10,212,929,66721,245,952SOLE
ABBVIE INCCOMMON00287Y109$9,334,082,50651,258,003OTR
EXXON MOBIL CORPCOMMON30231G102$9,309,803,64380,091,221OTR
ALPHABET INCCOMMON02079K305$9,238,316,05261,209,276OTR
VANGUARD TOTAL INTL BOND ETFFUND92203J407$9,009,786,640183,162,972OTR
BROADCOM INCCOMMON11135F101$8,493,341,9346,408,085OTR
JP Morgan Exchange Traded Fd BFUND46641Q217$7,694,351,773131,415,060SOLE
EATON CORP PLCCOMMONG29183103$7,501,092,71523,989,678OTR
REGENERON PHARMACEUTICALSCOMMON75886F107$7,437,328,0327,727,174OTR
ADVANCED MICRO DEVICES INCCOMMON7903107$7,088,625,34939,274,338OTR
WELLS FARGO CO NEWCOMMON949746101$6,598,689,030113,849,016OTR
CONOCOPHILLIPSCOMMON20825C104$6,415,175,58150,402,070OTR
JPMORGAN BETABUILDERS EUROPE ETFFUND46641Q191$6,370,779,731107,252,184OTR
LOWES COS INCCOMMON548661107$6,315,929,20724,794,603OTR
INTUITCOMMON461202103$6,314,516,4289,714,640OTR
FINANCIAL SELECT SECTOR SPDRFUND81369Y605$6,070,764,463144,130,208OTR
NETFLIX INCCOMMON64110L106$5,813,712,4489,572,575OTR
VANGUARD TOTAL BOND MARKETFUND921937835$5,801,045,10779,871,197OTR
DEERE & COCOMMON244199105$5,677,696,14713,823,090OTR
SALESFORCE INCCOMMON79466L302$5,627,459,87118,684,706OTR
BANK AMERICA CORPCOMMON60505104$5,569,876,322146,884,924OTR
TAIWAN SEMICONDUCTOR MFG LTDADR874039100$5,560,473,71140,870,809OTR
NXP SEMICONDUCTORS N VCOMMONN6596X109$5,465,608,81722,059,202OTR
UBER TECHNOLOGIES INCCOMMON90353T100$5,411,319,95270,286,009OTR
JP Morgan Exchange Traded Fd BCOMMON46641Q225$5,355,796,17380,164,588SOLE
INVESCO QQQ TROPTION46090E953$5,330,828,46112,006,100DFND
TRANE TECHNOLOGIES PLCCOMMONG8994E103$5,221,599,10817,393,733OTR
ANALOG DEVICES INCCOMMON32654105$5,083,786,84525,702,951OTR
VANGUARD INT-TERM CORPORATEFUND92206C870$5,043,819,78462,648,363OTR
TEXAS INSTRS INCCOMMON882508104$5,000,977,47028,706,603OTR
ORACLE CORPCOMMON68389X105$4,945,905,66639,375,095OTR
TESLA INCCOMMON88160R101$4,924,378,82928,012,849OTR
NEXTERA ENERGY INCCOMMON65339F101$4,839,747,33075,727,543OTR
Bristol Myers Squibb Co ComCOMMON110122108$4,816,389,88788,814,123SOLE
MCDONALDS CORPCOMMON580135101$4,815,532,14117,079,383OTR
CHEVRON CORP NEWCOMMON166764100$4,783,290,73430,323,889OTR
MORGAN STANLEYCOMMON617446448$4,734,329,58750,279,626OTR
JOHNSON & JOHNSONCOMMON478160104$4,722,728,20529,854,783OTR
PROLOGIS INC.COMMON74340W103$4,721,327,11036,256,544OTR