0000919185-25-000009
JPMORGAN CHASE & CO
Total Value: $1,529,211,332,934
Total Holdings: 31400
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$78,123,082,584157,058,938OTR
NVIDIA CORPORATIONCOMMON67066G104$73,084,526,579462,586,867OTR
APPLE INCCOMMON37833100$44,031,145,768214,606,399OTR
AMAZON COM INCCOMMON23135106$42,298,594,941192,799,927OTR
META PLATFORMS INCCOMMON30303M102$40,389,829,77054,721,870OTR
SPDR S&P 500 ETF TRUSTFUND78462F103$30,845,779,43649,924,377OTR
BROADCOM INCCOMMON11135F101$25,943,361,35294,116,458OTR
ISHARES CORE S&P 500 ETFFUND464287200$17,553,829,80128,271,587OTR
ALPHABET INCCOMMON02079K107$16,253,413,53791,625,308OTR
MASTERCARD INCORPORATEDCOMMON57636Q104$16,206,444,48628,840,047OTR
VANGUARD S&P 500 ETFFUND922908363$16,004,196,03828,174,911OTR
TESLA INCCOMMON88160R101$14,617,435,05946,015,610OTR
NETFLIX INCCOMMON64110L106$13,274,872,2189,912,995OTR
VANGUARD TOTAL INTL BOND ETFFUND92203J407$11,993,414,829242,242,270OTR
WELLS FARGO CO NEWCOMMON949746101$11,291,621,274140,933,663OTR
ABBVIE INCCOMMON00287Y109$10,620,186,75057,214,407OTR
ALPHABET INCCOMMON02079K305$10,607,306,58960,189,024OTR
SPDR S&P 500 ETF TROPTION78462F953$10,347,751,80016,748,000DFND
EXXON MOBIL CORPCOMMON30231G102$10,209,687,16494,709,527OTR
ORACLE CORPCOMMON68389X105$9,980,412,17545,649,660OTR
MCDONALDS CORPCOMMON580135101$9,967,312,43934,114,628OTR
ELI LILLY & COCOMMON532457108$9,752,764,53512,510,973DFND
WALMART INCCOMMON931142103$9,607,573,40198,256,685OTR
VANGUARD TOTAL BOND MARKETFUND921937835$9,267,834,780125,870,361OTR
JOHNSON & JOHNSONCOMMON478160104$8,569,682,15356,102,466OTR
EATON CORP PLCCOMMONG29183103$8,529,094,66023,891,689OTR
PHILIP MORRIS INTL INCCOMMON718172109$8,363,054,81345,918,050OTR
JPMORGAN BETABUILDERS JAPAN ETFFUND46641Q217$8,302,916,096134,394,885OTR
BANK AMERICA CORPCOMMON60505104$8,291,479,627175,220,818OTR
VISA INCCOMMON92826C839$8,090,116,99322,785,614OTR
LOWES COS INCCOMMON548661107$6,993,411,39031,520,203OTR
INTUITCOMMON461202103$6,948,387,3248,821,838OTR
DISNEY WALT COCOMMON254687106$6,868,756,43555,388,429OTR
SERVICENOW INCCOMMON81762P102$6,798,193,1406,612,471OTR
NEXTERA ENERGY INCCOMMON65339F101$6,748,523,85297,212,829OTR
BERKSHIRE HATHAWAY INC DELCOMMON84670702$6,684,570,95813,760,653OTR
INTERNATIONAL BUSINESS MACHSCOMMON459200101$6,594,540,84222,370,892OTR
SCHWAB CHARLES CORPCOMMON808513105$6,441,930,07970,604,230OTR
TAIWAN SEMICONDUCTOR MFG LTDADR874039100$6,427,789,99928,380,015OTR
SOUTHERN COCOMMON842587107$6,332,966,70868,964,026OTR
3M COCOMMON88579Y101$6,288,727,92041,307,883OTR
ANALOG DEVICES INCCOMMON32654105$6,264,086,18026,317,477OTR
TEXAS INSTRS INCCOMMON882508104$6,250,909,03430,107,412DFND
UNITEDHEALTH GROUP INCCOMMON91324P102$6,238,253,61819,996,223OTR
BOOKING HOLDINGS INCCOMMON09857L108$6,208,900,7231,072,482OTR
TRANE TECHNOLOGIES PLCCOMMONG8994E103$6,163,764,03014,091,447OTR
JPMORGAN BETABUILDERS CANADAFUND46641Q225$6,151,441,46876,226,040OTR
AMERICAN EXPRESS COCOMMON25816109$6,074,286,00219,042,721OTR
FINANCIAL SELECT SECTOR SPDRFUND81369Y605$5,989,034,940114,360,031OTR
HOWMET AEROSPACE INCCOMMON443201108$5,920,181,47831,806,624OTR