JPMORGAN Chase & Co

CIK Number: 0000019617

1,529.2B
Market Value
5,717
# 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...
522.28
+0.33% 142.01M +5.24% 53.31B 205.33 3.89% Share
2 NVDA NVIDIA Corporat...
182.02
+0.24% 421.1M +1.76% 45.64B 31.38 3.33% Share
3 AAPL Apple Inc.
232.81
-0.22% 198.75M +8.60% 44.15B 113.34 3.22% Share
4 AMZN Amazon.com, Inc...
230.94
+2.84% 200.23M +9.49% 38.1B 105.85 2.78% Share
5 META Meta Platforms,...
781.96
+0.24% 58.2M +12.59% 33.54B 282.35 2.45% Share
6 SPY SPDR S&P 500 ET...
644.93
+0.01% 57.98M +9.01% 32.43B 317.8 2.37% Share
7 MA Mastercard Inco...
583.65
+0.99% 31.01M +2.55% 17B 300.26 1.24% Share
8 GOOG Alphabet Inc.
203.77
+0.36% 102.23M +9.94% 15.97B 102.2 1.17% Share
9 AVGO Broadcom Inc.
311.19
+0.68% 91.36M +15.22% 15.3B 132.55 1.12% Share
10 VOO Vanguard S&P 50...
592.77
-0.01% 29.23M +23.95% 15.02B 448.36 1.10% Share
11 UNH UnitedHealth Gr...
271.50
-0.11% 26.29M +7.62% 13.77B 344.11 1.01% Share
12 IVV iShares Core S&...
648.15
+0.01% 23.89M +31.39% 13.43B 465.2 0.98% Share
13 MCD McDonald's Corp...
308.84
+1.24% 37.54M +14.60% 11.73B 264.22 0.86% Share
14 ABBV AbbVie Inc.
204.72
+1.61% 54.75M +5.78% 11.47B 118.34 0.84% Share
15 XOM Exxon Mobil Cor...
107.38
-0.21% 95.41M +5.21% 11.35B 98.36 0.83% Share
16 BNDX Vanguard Total ...
49.32
-0.23% 230.52M -0.8% 11.25B 52.83 0.82% Share
17 LLY Eli Lilly and C...
684.46
+3.63% 13.48M -9.62% 11.13B 309.81 0.81% Share
18 WFC Wells Fargo & C...
79.38
+1.91% 142.63M +0.46% 10.24B 44.09 0.75% Share
19 TSLA Tesla, Inc.
335.58
-1.12% 39.42M +9.52% 10.21B 185.69 0.75% Share
20 GOOGL Alphabet Inc.
202.88
+0.46% 64.37M +16.59% 9.95B 88.3 0.73% Share
21 V Visa Inc.
345.40
+0.83% 26.63M +110.88% 9.33B 281.44 0.68% Share
22 NFLX Netflix, Inc.
1230.56
+2.17% 9.9M +7.86% 9.23B 401.64 0.67% Share
23 JNJ Johnson & Johns...
174.72
+0.17% 54.06M +39.39% 8.97B 151.06 0.65% Share
24 WMT Walmart Inc.
100.84
-0.15% 98.99M +79.54% 8.69B 73.43 0.63% Share
25 BRK-B Berkshire Hatha...
479.02
+0.36% 16.2M +11.52% 8.63B 307.09 0.63% Share
26 BND Vanguard Total ...
73.54
-0.28% 103.23M +4.18% 7.58B 76.14 0.55% Share
27 BBJP JPMorgan BetaBu...
65.05
-0.63% 133.82M +2.66% 7.51B 55.86 0.55% Share
28 XLF Financial Selec...
53.01
+0.47% 150.01M +37.68% 7.47B 38.7 0.55% Share
29 BAC Bank of America...
47.70
+0.97% 165.29M -2.7% 6.9B 26.65 0.50% Share
30 KO The Coca-Cola C...
69.52
-1.33% 93.09M -0.58% 6.67B 57.64 0.49% Share
31 BMY Bristol-Myers S...
47.81
-0.08% 108.05M +12.53% 6.59B 58.73 0.48% Share
32 NEE NextEra Energy,...
72.22
-0.1% 92.07M +10.45% 6.53B 56.76 0.48% Share
33 LOW Lowe's Companie...
253.05
-1.24% 27.71M +8.06% 6.46B 179.62 0.47% Share
34 CRM Salesforce, Inc...
233.32
-1.57% 23.12M +20.11% 6.2B 256.47 0.45% Share
35 LIN Linde plc
477.49
+0.39% 13.25M +37.97% 6.17B 407.54 0.45% Share
36 ORCL Oracle Corporat...
244.93
+0.31% 43.03M -5.02% 6.02B 94.92 0.44% Share
37 AJG Arthur J. Galla...
293.43
-0.57% 17.37M +38.35% 6B 258.01 0.44% Share
38 ETN Eaton Corporati...
355.05
-0.68% 21.95M +22.98% 5.97B 154.72 0.44% Share
39 PM Philip Morris I...
165.25
-0.38% 36.85M +49.05% 5.85B 114.97 0.43% Share
40 SO The Southern Co...
94.18
-0.64% 63.58M +13.94% 5.85B 78.44 0.43% Share
41 NOW ServiceNow, Inc...
850.65
-1.42% 7.19M +12.36% 5.73B 640.14 0.42% Share
42 BBCA JPMorgan BetaBu...
82.49
-0.64% 76.41M +4.10% 5.47B 65.12 0.40% Share
43 INTU Intuit Inc.
710.55
-0.16% 8.86M +14.69% 5.44B 460.83 0.40% Share
44 COP ConocoPhillips
95.63
-0.26% 50.59M -0.52% 5.31B 68.18 0.39% Share
45 PEP PepsiCo, Inc.
148.62
-0.49% 35.41M +14.91% 5.31B 143.15 0.39% Share
46 TT Trane Technolog...
428.66
-1.43% 15.72M +9.84% 5.3B 151.76 0.39% Share
47 ABT Abbott Laborato...
129.32
-0.06% 39.92M +13.48% 5.3B 110.45 0.39% Share
48 IBM International B...
237.04
-1.26% 20.73M +57.52% 5.15B 198.31 0.38% Share
49 PGR The Progressive...
250.95
+0.71% 18.04M +15.04% 5.1B 131.5 0.37% Share
50 JPST JPMorgan Ultra-...
50.62
0.00% 100.11M +2.66% 5.07B 50.38 0.37% Share
51 TMO Thermo Fisher S...
485.13
+0.07% 10.14M +13.67% 5.04B 453.88 0.37% Share
52 AXP American Expres...
307.72
+0.28% 18.36M +9.58% 4.94B 153.74 0.36% Share
53 TXN Texas Instrumen...
193.71
+0.22% 27.36M +15.14% 4.92B 131.96 0.36% Share
54 MBB iShares MBS ETF
93.62
-0.34% 50.75M -1.87% 4.76B 97.05 0.35% Share
55 BKNG Booking Holding...
5485.75
+0.69% 1.02M +18.21% 4.71B 2827.78 0.34% Share
56 ADI Analog Devices,...
236.13
-0.63% 23.34M -7.06% 4.71B 133.69 0.34% Share
57 SYK Stryker Corpora...
378.47
-0.13% 12.62M +16.73% 4.7B 311.22 0.34% Share
58 JGLO Jpmorgan Global...
66.63
+0.03% 78.19M +3.59% 4.61B 56.43 0.34% Share
59 VGIT Vanguard Interm...
59.64
-0.22% 77.46M +17.93% 4.6B 58.38 0.34% Share
60 DE Deere & Company
478.62
-6.8% 9.78M +1.16% 4.59B 301.74 0.34% Share
61 TSM Taiwan Semicond...
240.97
-0.19% 27.54M -18.65% 4.57B 50.48 0.33% Share
62 PG The Procter & G...
153.70
-1.1% 26.44M +9.30% 4.51B 120.57 0.33% Share
63 MS Morgan Stanley
148.51
+0.51% 38.58M -5.97% 4.5B 51.86 0.33% Share
64 HD The Home Depot,...
400.32
-1.68% 11.8M +4.55% 4.33B 206.81 0.32% Share
65 BKR Baker Hughes Co...
43.27
+0.97% 97.98M +18.05% 4.31B 34.61 0.31% Share
66 GS The Goldman Sac...
746.99
+0.31% 7.83M -1.23% 4.28B 468.49 0.31% Share
67 NXPI NXP Semiconduct...
231.54
+0.44% 22.36M +0.51% 4.25B 167.97 0.31% Share
68 ISRG Intuitive Surgi...
477.00
-1.11% 8.57M -15.53% 4.25B 309.97 0.31% Share
69 VCIT Vanguard Interm...
83.12
-0.25% 51.91M +3.42% 4.24B 80.97 0.31% Share
70 SCHW The Charles Sch...
97.75
+2.26% 54.16M +10.39% 4.24B 58.45 0.31% Share
71 IVW iShares S&P 500...
115.82
+0.14% 43.81M -2.38% 4.07B 50.05 0.30% Share
72 MDLZ Mondelez Intern...
61.42
-1.24% 59.87M -2.74% 4.06B 57.54 0.30% Share
73 MMM 3M Company
156.66
-2.21% 27.47M +111.96% 4.03B 140.03 0.29% Share
74 UNP Union Pacific C...
221.35
-0.82% 16.84M +57.04% 3.98B 217.21 0.29% Share
75 JIRE JPMorgan Intern...
72.31
+0.12% 62.22M -4.76% 3.96B 49.3 0.29% Share
76 OTIS Otis Worldwide ...
87.56
-1.87% 37.92M +6.75% 3.91B 93.83 0.29% Share
77 BBAX JPMorgan BetaBu...
56.37
-0.77% 80.32M +5.20% 3.91B 56.21 0.29% Share
78 CVX Chevron Corpora...
155.20
-0.43% 23.01M +7.71% 3.85B 137.92 0.28% Share
79 VTEB Vanguard Tax-Ex...
48.88
-0.14% 77.27M -1.81% 3.83B 49.87 0.28% Share
80 VRTX Vertex Pharmace...
390.30
-1.42% 7.76M +22.85% 3.76B 300.55 0.27% Share
81 REGN Regeneron Pharm...
565.97
+0.79% 5.66M -19.85% 3.59B 645.72 0.26% Share
82 AZO AutoZone, Inc.
3998.08
-0.95% 936.4K +7.11% 3.57B 2076.9 0.26% Share
83 HON Honeywell Inter...
218.15
-0.73% 16.8M -28.5% 3.56B 181.06 0.26% Share
84 CMCSA Comcast Corpora...
32.88
-0.17% 94.26M +15.10% 3.48B 36.45 0.25% Share
85 DIS The Walt Disney...
116.33
-0.27% 34.65M +21.54% 3.42B 109.47 0.25% Share
86 COST Costco Wholesal...
975.42
-0.35% 3.61M +2.53% 3.41B 472.27 0.25% Share
87 BBIN JPMorgan BetaBu...
69.23
-0.01% 55.39M -6.6% 3.41B 51.23 0.25% Share
88 FI Fiserv, Inc.
134.58
+0.22% 15.35M +78.69% 3.39B 177.48 0.25% Share
89 IVE iShares S&P 500...
202.03
-0.1% 17.78M +5.47% 3.39B 116.93 0.25% Share
90 MDT Medtronic plc
91.95
-1.03% 37.63M +9.30% 3.38B 90.31 0.25% Share
91 CME CME Group Inc.
274.71
+0.29% 12.57M +16.50% 3.34B 180.5 0.24% Share
92 DASH DoorDash, Inc.
247.42
-2.67% 18.2M +16.74% 3.33B 121.62 0.24% Share
93 VGT Vanguard Inform...
704.44
-0.4% 6.13M +6.24% 3.32B 348.46 0.24% Share
94 EOG EOG Resources, ...
119.79
+0.27% 25.86M +2.42% 3.32B 87.63 0.24% Share
95 QQQ Invesco QQQ Tru...
579.86
-0.08% 7.03M +30.93% 3.3B 386.98 0.24% Share
96 SPOT Spotify Technol...
698.73
+0.54% 5.98M +1.27% 3.29B 292.56 0.24% Share
97 BSX Boston Scientif...
104.16
+1.62% 31.52M +20.11% 3.18B 48.06 0.23% Share
98 HWM Howmet Aerospac...
176.03
-0.44% 24.45M +21.05% 3.17B 70.99 0.23% Share
99 YUM Yum! Brands, In...
146.79
+1.38% 20.15M -12.36% 3.17B 130.27 0.23% Share
100 RTX RTX Corporation
155.06
-0.42% 23.27M +49.28% 3.08B 92.81 0.23% Share
101 MELI MercadoLibre, I...
2319.80
-0.32% 1.56M -6.12% 3.05B 637.97 0.22% Share
102 MCK McKesson Corpor...
673.84
+1.61% 4.49M +3.12% 3.02B 278.01 0.22% Share
103 BX Blackstone Inc.
174.53
-1.17% 21.57M -9.9% 3.02B 114.48 0.22% Share
104 BABA Alibaba Group H...
122.28
-3.61% 22.78M +75.33% 3.01B 114.09 0.22% Share
105 UBER Uber Technologi...
91.40
+0.63% 39.45M -11.73% 2.87B 34.04 0.21% Share
106 PLD Prologis, Inc.
105.85
-0.32% 25.53M -3.9% 2.85B 85.64 0.21% Share
107 AMP Ameriprise Fina...
513.94
+0.92% 5.82M +21.30% 2.82B 306.53 0.21% Share
108 CMG Chipotle Mexica...
43.16
-0.74% 55.99M +25.68% 2.81B 31.74 0.21% Share
109 MINT PIMCO Enhanced ...
100.44
0.00% 27.67M +15.94% 2.78B 100.14 0.20% Share
110 FIS Fidelity Nation...
71.58
-1.64% 36.88M +14.26% 2.75B 76.13 0.20% Share
111 TDG TransDigm Group...
1413.44
-0.87% 1.99M -9.75% 2.75B 1021.82 0.20% Share
112 SHOP Shopify Inc.
144.27
-3.88% 28.11M +19.55% 2.68B 74.49 0.20% Share
113 IEF iShares 7-10 Ye...
95.42
-0.32% 28.08M +4.98% 2.68B 99.51 0.20% Share
114 PANW Palo Alto Netwo...
173.55
-1.87% 15.54M +4.57% 2.65B 117.58 0.19% Share
115 TJX The TJX Compani...
132.95
-0.86% 21.66M -0.43% 2.64B 67.3 0.19% Share
116 BBEU JPMorgan BetaBu...
68.51
+0.32% 42.08M -4.24% 2.6B 55.63 0.19% Share
117 LRCX Lam Research Co...
107.35
+0.57% 35.52M +29.44% 2.58B 72.34 0.19% Share
118 MRK Merck & Co., In...
82.74
+0.04% 28.51M +5.16% 2.56B 83.05 0.19% Share
119 VGSH Vanguard Short-...
58.65
-0.1% 43.51M +15.65% 2.55B 58.53 0.19% Share
120 ROST Ross Stores, In...
147.38
-1.93% 19.84M +1.05% 2.54B 130.97 0.19% Share
121 VGK Vanguard Europe...
78.75
+0.20% 35.51M +32.79% 2.49B 64.21 0.18% Share
122 IWF iShares Russell...
450.40
+0.11% 6.81M -4.37% 2.46B 187.07 0.18% Share
123 COF Capital One Fin...
221.13
+1.92% 13.58M +18.87% 2.43B 121.16 0.18% Share
124 SBUX Starbucks Corpo...
93.05
-1.2% 24.31M +57.78% 2.38B 94.79 0.17% Share
125 ACN Accenture plc
246.13
+0.18% 7.27M -14.94% 2.27B 223.13 0.17% Share
126 AON Aon plc
366.34
-1.23% 5.66M +5.62% 2.26B 323.2 0.16% Share
127 VMBS Vanguard Mortga...
46.32
-0.3% 48.71M +4.72% 2.26B 46.32 0.16% Share
128 CSX CSX Corporation
36.35
+0.75% 76.3M -28.8% 2.25B 33.27 0.16% Share
129 CSCO Cisco Systems, ...
69.28
-1.58% 36.13M +39.08% 2.23B 50.67 0.16% Share
130 VTR Ventas, Inc.
67.55
-0.67% 32.35M +8.78% 2.22B 55.09 0.16% Share
131 AMT American Tower ...
203.48
-0.33% 10.13M +54.17% 2.2B 203.16 0.16% Share
132 MU Micron Technolo...
125.27
+0.80% 25.1M -20.68% 2.18B 106.75 0.16% Share
133 APP AppLovin Corpor...
433.49
-2.89% 8.19M +24.38% 2.17B 233.46 0.16% Share
134 DHI D.R. Horton, In...
163.90
-1% 16.75M -20.37% 2.13B 151.92 0.16% Share
135 PCG PG&E Corporatio...
15.31
+0.43% 123.52M -4.13% 2.12B 16.34 0.15% Share
136 CI The Cigna Group
290.40
+1.15% 6.3M +23.92% 2.07B 258.62 0.15% Share
137 ANET Arista Networks...
136.47
-1.12% 26.44M -16.5% 2.05B 110.53 0.15% Share
138 PLTR Palantir Techno...
181.00
-1.83% 23.79M +46.21% 2.01B 51.46 0.15% Share
139 HUBS HubSpot, Inc.
429.41
-1.91% 3.51M +5.53% 2.01B 455.61 0.15% Share
140 IEMG iShares Core MS...
61.97
-1.17% 36.71M +12.42% 1.98B 54.51 0.14% Share
141 CARR Carrier Global ...
65.76
-1.92% 31.13M +17.65% 1.97B 57.58 0.14% Share
142 TTWO Take-Two Intera...
233.16
-1.26% 9.34M +29.40% 1.93B 148.83 0.14% Share
143 KKR KKR & Co. Inc.
146.08
-0.94% 16.48M -19.67% 1.91B 96.28 0.14% Share
144 HLT Hilton Worldwid...
270.37
-0.91% 8.17M +3.39% 1.86B 156.43 0.14% Share
145 XLV Health Care Sel...
133.94
+0.49% 12.68M +16.01% 1.85B 120.55 0.14% Share
146 T AT&T Inc.
28.75
+1.27% 65.15M +35.16% 1.84B 22.41 0.13% Share
147 TRV The Travelers C...
268.64
-0.25% 6.88M -7.21% 1.82B 179.54 0.13% Share
148 EWJ iShares MSCI Ja...
78.79
-0.61% 26.35M +3.19% 1.81B 59.4 0.13% Share
149 APD Air Products an...
292.08
-0.72% 6.12M -14.95% 1.81B 233.1 0.13% Share
150 EFA iShares MSCI EA...
91.66
+0.02% 22.01M -0.24% 1.8B 68.57 0.13% Share