0000019617-25-000443
JPMORGAN CHASE & CO
Total Value: $1,369,490,244,460
Total Holdings: 33562
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$53,309,122,307142,009,968OTR
NVIDIA CORPORATIONCOMMON67066G104$45,638,894,506421,100,703OTR
APPLE INCCOMMON037833100$44,147,360,247198,745,598OTR
AMAZON COM INCCOMMON023135106$38,095,397,562200,228,094OTR
META PLATFORMS INCCOMMON30303M102$33,543,112,62358,198,195OTR
SPDR S&P 500 ETF TRUSTFUND78462F103$32,431,530,08557,976,595OTR
MASTERCARD INCORPORATEDCOMMON57636Q104$16,999,763,05131,014,673OTR
ALPHABET INCCOMMON02079K107$15,971,861,351102,232,997OTR
BROADCOM INCCOMMON11135F101$15,296,752,23591,362,074OTR
VANGUARD S&P 500 ETFFUND922908363$15,021,878,37329,230,561OTR
UNITEDHEALTH GROUP INCCOMMON91324P102$13,771,398,07126,293,837OTR
ISHARES CORE S&P 500 ETFFUND464287200$13,425,258,66923,892,610OTR
MCDONALDS CORPCOMMON580135101$11,726,045,25737,538,959OTR
ABBVIE INCCOMMON00287Y109$11,472,157,15954,754,470DFND
EXXON MOBIL CORPCOMMON30231G102$11,347,435,86195,412,727OTR
VANGUARD TOTAL INTL BOND ETFFUND92203J407$11,253,839,634230,516,945OTR
ELI LILLY & COCOMMON532457108$11,133,199,90513,479,918OTR
WELLS FARGO CO NEWCOMMON949746101$10,239,261,497142,627,961OTR
TESLA INCCOMMON88160R101$10,214,933,65539,415,548OTR
ALPHABET INCCOMMON02079K305$9,954,873,24164,374,502OTR
VISA INCCOMMON92826C839$9,333,339,72426,631,682OTR
NETFLIX INCCOMMON64110L106$9,227,736,9489,895,376OTR
JOHNSON & JOHNSONCOMMON478160104$8,965,616,15954,061,842OTR
WALMART INCCOMMON931142103$8,690,213,87498,988,651OTR
BERKSHIRE HATHAWAY INC DELCOMMON084670702$8,629,696,95816,203,568OTR
VANGUARD TOTAL BOND MARKETFUND921937835$7,582,692,436103,233,592OTR
JPMORGAN BETABUILDERS JAPAN ETFFUND46641Q217$7,511,289,781133,819,521OTR
FINANCIAL SELECT SECTOR SPDRFUND81369Y605$7,471,814,251150,005,730OTR
BANK AMERICA CORPCOMMON060505104$6,897,552,522165,290,019OTR
COCA COLA COCOMMON191216100$6,666,782,48993,085,485DFND
BRISTOL-MYERS SQUIBB COCOMMON110122108$6,590,122,241108,052,504OTR
NEXTERA ENERGY INCCOMMON65339F101$6,526,788,30492,069,237OTR
LOWES COS INCCOMMON548661107$6,463,477,82427,712,890OTR
SALESFORCE INCCOMMON79466L302$6,203,913,59323,117,876OTR
LINDE PLCCOMMONG54950103$6,167,958,96713,246,195OTR
ORACLE CORPCOMMON68389X105$6,016,470,61643,033,191OTR
GALLAGHER ARTHUR J & COCOMMON363576109$5,997,766,87717,372,745OTR
EATON CORP PLCCOMMONG29183103$5,966,733,58421,950,239OTR
PHILIP MORRIS INTL INCCOMMON718172109$5,849,649,14136,852,825OTR
SOUTHERN COCOMMON842587107$5,846,634,92763,584,936OTR
SERVICENOW INCCOMMON81762P102$5,726,551,8817,192,895OTR
JPMORGAN BETABUILDERS CANADAFUND46641Q225$5,467,652,59676,406,547OTR
INTUITCOMMON461202103$5,437,263,8568,855,622OTR
SPDR S&P 500 ETF TROPTION78462F953$5,426,754,2689,701,200DFND
CONOCOPHILLIPSCOMMON20825C104$5,313,255,89150,592,799OTR
PEPSICO INCCOMMON713448108$5,308,875,67735,406,666OTR
TRANE TECHNOLOGIES PLCCOMMONG8994E103$5,297,235,49715,722,530OTR
ABBOTT LABSCOMMON002824100$5,295,897,32639,923,837OTR
INTERNATIONAL BUSINESS MACHSCOMMON459200101$5,153,702,10920,725,897OTR
PROGRESSIVE CORPCOMMON743315103$5,104,452,58618,036,296OTR