JPMORGAN Chase & Co Holdings & Portfolio - 13F Filings Analysis - Stocknear

JPMORGAN Chase & Co

CIK Number: 0000019617

1,529.2B
Market Value
5,568
# of Holdings
20 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 12, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MSFT Microsoft Corpo...
506.91
-0.64% 142.01M +5.24% 53.31B 205.33 3.89% Share
2 NVDA NVIDIA Corporat...
177.69
+0.40% 421.1M +1.76% 45.64B 31.38 3.33% Share
3 AAPL Apple Inc.
256.87
+1.81% 198.75M +8.60% 44.15B 113.34 3.22% Share
4 AMZN Amazon.com, Inc...
218.15
-0.94% 200.23M +9.49% 38.1B 105.85 2.78% Share
5 META Meta Platforms,...
748.91
-1.54% 58.2M +12.59% 33.54B 282.35 2.45% Share
6 SPY SPDR S&P 500 ET...
657.97
-0.47% 57.98M +9.01% 32.43B 317.8 2.37% Share
7 MA Mastercard Inco...
567.20
-0.28% 31.01M +2.55% 17B 300.26 1.24% Share
8 GOOG Alphabet Inc.
246.57
-0.51% 102.23M +9.94% 15.97B 102.2 1.17% Share
9 AVGO Broadcom Inc.
336.10
-0.95% 91.36M +15.22% 15.3B 132.55 1.12% Share
10 VOO Vanguard S&P 50...
606.64
-0.47% 29.23M +23.95% 15.02B 448.36 1.10% Share
11 UNH UnitedHealth Gr...
345.75
-1.72% 26.29M +7.62% 13.77B 344.11 1.01% Share
12 IVV iShares Core S&...
661.15
-0.47% 23.89M +31.39% 13.43B 465.2 0.98% Share
13 MCD McDonald's Corp...
302.29
-0.67% 37.54M +14.60% 11.73B 264.22 0.86% Share
14 ABBV AbbVie Inc.
218.58
-0.64% 54.75M +5.78% 11.47B 118.34 0.84% Share
15 XOM Exxon Mobil Cor...
115.61
+0.92% 95.41M +5.21% 11.35B 98.36 0.83% Share
16 BNDX Vanguard Total ...
49.35
-0.06% 230.52M -0.8% 11.25B 52.83 0.82% Share
17 LLY Eli Lilly and C...
714.37
-3.7% 13.48M -9.62% 11.13B 309.81 0.81% Share
18 WFC Wells Fargo & C...
84.31
+0.24% 142.63M +0.46% 10.24B 44.09 0.75% Share
19 TSLA Tesla, Inc.
423.39
-4.38% 39.42M +9.52% 10.21B 185.69 0.75% Share
20 GOOGL Alphabet Inc.
245.76
-0.56% 64.37M +16.59% 9.95B 88.3 0.73% Share
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