0000019617-24-000501
JPMORGAN CHASE & CO
Total Value: $1,217,337,999,355
Total Holdings: 32916
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$59,268,296,547132,606,097OTR
NVIDIA CORPORATIONCOMMON67066G104$48,276,891,210390,779,432OTR
APPLE INCCOMMON37833100$38,077,386,042180,787,131OTR
AMAZON COM INCCOMMON23135106$33,406,781,937172,868,210DFND
SPDR S&P 500 ETF Ser 1 S&PCOM78462F103$30,654,590,87256,327,570SOLE
META PLATFORMS INCCOMMON30303M102$26,334,160,30252,227,519OTR
ALPHABET INCCOMMON02079K107$17,628,221,20996,108,500OTR
ELI LILLY & COCOMMON532457108$17,056,175,85718,838,691OTR
UNITEDHEALTH GROUP INCCOMMON91324P102$12,399,922,70224,348,903OTR
MASTERCARD INCORPORATEDCOMMON57636Q104$12,298,772,90127,878,258OTR
BROADCOM INCCOMMON11135F101$11,827,654,6627,366,820OTR
ALPHABET INCCOMMON02079K305$10,891,361,44059,793,362OTR
VANGUARD TOTAL INTL BOND ETFFUND92203J407$10,549,993,628216,765,844OTR
VANGUARD S&P 500 ETFFUND922908363$10,525,493,77021,045,515OTR
ISHARES CORE S&P 500 ETFFUND464287200$10,253,548,20418,737,182OTR
EXXON MOBIL CORPCOMMON30231G102$10,160,270,78588,258,083OTR
ABBVIE INCCOMMON00287Y109$9,186,253,70353,557,915OTR
REGENERON PHARMACEUTICALSCOMMON75886F107$8,699,706,9848,277,315OTR
JP Morgan Exchange Traded Fd BFUND46641Q217$7,581,805,236134,357,704SOLE
TAIWAN SEMICONDUCTOR MFG LTDADR874039100$7,257,923,77441,757,802OTR
EATON CORP PLCCOMMONG29183103$6,901,694,96222,011,464OTR
WELLS FARGO CO NEWCOMMON949746101$6,861,896,456115,539,588OTR
NETFLIX INCCOMMON64110L106$6,554,284,0139,711,776OTR
ADVANCED MICRO DEVICES INCCOMMON7903107$6,515,022,06840,164,121OTR
INTUITCOMMON461202103$6,509,143,0419,904,205OTR
TESLA INCCOMMON88160R101$6,372,975,78232,206,264DFND
JPMORGAN BETABUILDERS EUROPE ETFFUND46641Q191$6,354,826,606107,928,441OTR
FINANCIAL SELECT SECTOR SPDRFUND81369Y605$6,287,851,834152,951,880OTR
VANGUARD TOTAL BOND MARKETFUND921937835$6,077,395,09284,349,689OTR
NEXTERA ENERGY INCCOMMON65339F101$5,972,967,23784,352,029OTR
BANK AMERICA CORPCOMMON60505104$5,878,624,273147,815,545OTR
ANALOG DEVICES INCCOMMON32654105$5,857,535,83625,661,682OTR
SPDR S&P 500 ETF TROPTION78462F953$5,670,282,60210,419,100DFND
ORACLE CORPCOMMON68389X105$5,646,561,40739,989,809OTR
TEXAS INSTRS INCCOMMON882508104$5,639,017,44428,987,906OTR
TRANE TECHNOLOGIES PLCCOMMONG8994E103$5,536,849,07916,832,907OTR
LOWES COS INCCOMMON548661107$5,502,700,90924,960,086OTR
JPMORGAN BETABUILDERS CANADAFUND46641Q225$5,306,420,69581,674,936OTR
UBER TECHNOLOGIES INCCOMMON90353T100$5,221,177,83771,837,889OTR
CONOCOPHILLIPSCOMMON20825C104$5,046,490,07944,120,388OTR
NXP SEMICONDUCTORS N VCOMMONN6596X109$5,045,671,24118,750,867OTR
MORGAN STANLEYCOMMON617446448$4,820,209,16149,595,731OTR
MCDONALDS CORPCOMMON580135101$4,686,555,07218,390,185OTR
CHEVRON CORP NEWCOMMON166764100$4,684,262,10329,946,694DFND
LAM RESEARCH CORPCOMMON512807108$4,649,827,9154,366,650OTR
iShares S&P 500 GrowthCOM464287309$4,410,607,05647,661,628SOLE
JOHNSON & JOHNSONCOMMON478160104$4,323,947,68929,583,659OTR
BERKSHIRE HATHAWAY INC DELCOMMON84670702$4,318,268,76910,615,212OTR
COCA COLA COCOMMON191216100$4,270,505,94467,093,573OTR
SERVICENOW INCCOMMON81762P102$4,242,074,4965,392,443OTR