Fund Holdings — JPMORGAN CHASE & CO

Total Portfolio Value
$1246.02B
Total Bought
$1031.51B
Total Sold
$17.90B
Net Transaction
+$1013.61B
Filing Period:
Securities
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SharesValue ($K)
Q2 2024
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Q3 2024
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Change
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Q2 2024
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Q3 2024
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Weight (%)
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Change
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MICROSOFT CORP(MSFT)1,796,477137,436,900+135,640,423802,93559,139,0994.75%+58,336,164
NVIDIA CORPORATION(NVDA)6,662,978406,708,693+400,045,715823,14449,390,7043.96%+48,567,560
APPLE INC(AAPL)3,403,686178,809,389+175,405,703716,88441,662,5883.34%+40,945,704
AMAZON COM INC(AMZN)2,129,634179,551,547+177,421,913411,55233,455,8402.69%+33,044,288
SPDR S&P 500 ETF TRUST(SPY)933,76256,382,330+55,448,568508,17232,349,9272.60%+31,841,755
META PLATFORMS INC(META)366,54252,167,807+51,801,265184,81829,862,9402.40%+29,678,122
ELI LILLY & CO(LLY)293,91118,174,386+17,880,475266,10216,101,4171.29%+15,835,315
ALPHABET INC(GOOG)747,92694,372,544+93,624,618137,18515,778,1461.27%+15,640,961
UNITEDHEALTH GROUP INC(UNH)323,61826,350,282+26,026,664164,80615,406,4841.24%+15,241,678
MASTERCARD INCORPORATED(MA)134,05029,722,284+29,588,23459,13814,676,8651.18%+14,617,727
VANGUARD S&P 500 ETF587,66323,668,348+23,080,685293,90812,489,0781.00%+12,195,170
ISHARES CORE S&P 500 ETF869,88420,736,082+19,866,198476,02711,960,9870.96%+11,484,961
EXXON MOBIL CORP1,181,72289,422,185+88,240,463136,04010,482,0690.84%+10,346,029
BROADCOM INC(AVGO)222,05461,800,380+61,578,326356,51510,660,5660.86%+10,304,051
ABBVIE INC(ABBV)881,80152,112,101+51,230,300151,24710,291,0980.83%+10,139,851
ALPHABET INC(GOOG)2,174,79462,833,978+60,659,184396,13910,421,0160.84%+10,024,877
TESLA INC(TSLA)81,57131,558,253+31,476,68216,1418,256,5860.66%+8,240,445
MCDONALDS CORP(MCD)164,38526,360,246+26,195,86141,8928,026,9590.64%+7,985,067
REGENERON PHARMACEUTICALS(REGN)4,4057,489,500+7,485,0954,6307,873,2640.63%+7,868,634
WELLS FARGO CO NEW(WFC)731,091128,207,680+127,476,58943,4197,242,4520.58%+7,199,032
ORACLE CORP(ORCL)250,63641,825,946+41,575,31035,3907,127,1410.57%+7,091,752
LOWES COS INC(LOW)256,01826,274,937+26,018,91956,4427,116,5670.57%+7,060,125
NEXTERA ENERGY INC(NEE)270,38979,937,490+79,667,10119,1466,757,1160.54%+6,737,970
NETFLIX INC(NFLX)91,2719,432,029+9,340,75861,5976,689,8570.54%+6,628,260
BERKSHIRE HATHAWAY INC DEL335,04914,024,799+13,689,750136,2986,455,0550.52%+6,318,757
INTUIT(INTU)56,67010,120,585+10,063,91537,2446,284,8840.50%+6,247,640
COCA COLA CO(KO)432,99186,954,316+86,521,32527,5606,248,5370.50%+6,220,977
EATON CORP PLC(ETN)530,28018,854,720+18,324,440166,2696,249,2090.50%+6,082,939
TRANE TECHNOLOGIES PLC(TT)23,76715,657,581+15,633,8147,8186,086,5720.49%+6,078,755
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
457,401134,344,642+133,887,24118,8046,088,4990.49%+6,069,695
TAIWAN SEMICONDUCTOR MFG LTD(TSM)152,57134,788,015+34,635,44426,5186,041,6350.48%+6,015,116
BANK AMERICA CORP2,239,292149,403,848+147,164,55689,0575,928,3450.48%+5,839,288
SERVICENOW INC(NOW)123,3986,436,019+6,312,62197,0745,756,3130.46%+5,659,239
TEXAS INSTRS INC(TXN)324,80727,646,010+27,321,20363,1855,710,8360.46%+5,647,652
JOHNSON & JOHNSON(JNJ)268,24733,799,280+33,531,03339,2075,477,5120.44%+5,438,305
CONOCOPHILLIPS(COP)155,16547,189,229+47,034,06417,7484,968,0820.40%+4,950,334
NXP SEMICONDUCTORS N V
COM
6,73220,617,894+20,611,1621,8124,948,5010.40%+4,946,689
SOUTHERN CO(SO)149,76954,724,725+54,574,95611,6184,935,0760.40%+4,923,458
ANALOG DEVICES INC(ADI)170,23921,531,478+21,361,23938,8594,955,9010.40%+4,917,042
INTRUSION INC640,83310,117,118+9,476,285161,0104,920,3610.39%+4,759,351
UBER TECHNOLOGIES INC(UBER)319,60461,664,992+61,345,38823,2294,634,7410.37%+4,611,512
HONEYWELL INTERNATIONAL INC CO(HON)330,59122,029,394+21,698,80370,5944,553,6970.37%+4,483,102
MONDELEZ INTL INC(MDLZ)733,83660,590,889+59,857,05348,0224,463,7310.36%+4,415,709
AUTOZONE INC(AZO)5671,359,940+1,359,3731,6814,283,8700.34%+4,282,189
HOME DEPOT INC(HD)327,26210,827,222+10,499,960112,6574,387,1910.35%+4,274,534
AMERICAN EXPRESS CO(AXP)66,83615,641,718+15,574,88215,4764,242,0340.34%+4,226,558
MORGAN STANLEY(MS)997,29440,993,901+39,996,60796,9274,273,2040.34%+4,176,277
PEPSICO INC(PEP)637,41925,044,277+24,406,858105,1304,258,7790.34%+4,153,650
PROCTER AND GAMBLE CO(PG)487,71724,392,578+23,904,86180,4344,224,7950.34%+4,144,361
LINDE PLC(LIN)200,6458,768,736+8,568,09188,0454,181,4600.34%+4,093,415
ISHARES S&P 500 GROWTH ETF1,365,88443,527,642+42,161,758126,3994,167,7720.33%+4,041,373
DEERE & CO(DE)19,2759,700,139+9,680,8647,2024,048,1600.32%+4,040,958
THERMO FISHER SCIENTIFIC INC(TMO)106,6306,606,909+6,500,27958,9664,086,8360.33%+4,027,870
BRISTOL MYERS SQUIBB CO COM(BMY)131,19277,930,028+77,798,8365,4484,032,1000.32%+4,026,651
SALESFORCE INC(CRM)206,46614,687,808+14,481,34253,0824,020,2000.32%+3,967,118
STRYKER CORP(SYK)34,76310,820,528+10,785,76511,8283,909,0250.31%+3,897,197
CHEVRON CORP NEW(CVX)557,08726,917,090+26,360,00387,1393,964,0800.32%+3,876,941
BOOKING HOLDINGS INC(BKNG)16,225925,728+909,50364,2733,899,2880.31%+3,835,015
PROLOGIS INC.(PLD)743,33229,903,350+29,160,01883,4843,776,1950.30%+3,692,712
COMCAST CORP NEW(CCZ)308,57988,300,549+87,991,97012,0843,688,3140.30%+3,676,230
ADVANCED MICRO DEVICES INC(AMD)198,23121,940,155+21,741,92432,1553,599,9410.29%+3,567,786
MICRON TECHNOLOGY INC(MU)26,82534,004,060+33,977,2353,5283,526,5610.28%+3,523,033
LAM RESEARCH CORP(LRCX)34,4674,261,558+4,227,09136,7023,477,7740.28%+3,441,071
MERCADOLIBRE INC(MELI)4,5241,675,534+1,671,0107,4353,438,1300.28%+3,430,696
PROGRESSIVE CORP(PGR)281,49813,418,248+13,136,75058,4703,405,0150.27%+3,346,545
ISHARES S&P 500 VALUE ETF114,21416,996,125+16,881,91120,7883,351,1260.27%+3,330,338
PHILIP MORRIS INTL INC(PM)75,02626,914,977+26,839,9517,6023,267,4780.26%+3,259,876
UNITED PARCEL SERVICE INC(UPS)43,62923,879,312+23,835,6835,9713,255,7060.26%+3,249,735
ABBOTT LABORATORIES568,26428,918,015+28,349,75159,0483,296,9430.26%+3,237,895
EOG RES INC(EOG)30,83626,278,272+26,247,4363,8813,230,3880.26%+3,226,507
VERTEX PHARMACEUTICALS INC(VRTX)18,8916,928,587+6,909,6968,8553,222,3480.26%+3,213,493
TJX COS INC NEW(TJX)780,15827,979,394+27,199,23685,8953,288,6980.26%+3,202,803
VANGUARD INFO TECH ETF
INF TECH ETF
75,3635,484,097+5,408,73443,4533,216,5340.26%+3,173,080
BLACKSTONE INC(BX)601,38621,107,324+20,505,93874,4523,232,1650.26%+3,157,713
YUM BRANDS INC(YUM)69,39522,497,465+22,428,0709,1923,143,1210.25%+3,133,929
CSX CORP(CSX)85,88990,477,834+90,391,9452,8733,124,2000.25%+3,121,327
SCHWAB CHARLES CORP(SCHW)170,82048,232,184+48,061,36412,5883,125,9280.25%+3,113,340
VISA INC(V)714,39011,844,034+11,129,644187,5063,256,5170.26%+3,069,011
COSTCO WHOLESALE CORP.(COST)211,7233,582,081+3,370,358179,9623,175,5870.25%+2,995,625
GOLDMAN SACHS GROUP INC(GS)63,6726,064,259+6,000,58728,8003,002,4760.24%+2,973,676
MERCK & CO INC(MRK)824,74526,840,342+26,015,597102,1033,047,9890.24%+2,945,886
OTIS WORLDWIDE CORP(OTIS)20,70828,067,272+28,046,5641,9932,917,3120.23%+2,915,319
TRANSDIGM GROUP INC(TDG)4,2811,997,827+1,993,5465,4702,851,1600.23%+2,845,690
ACCENTURE PLC IRELAND
SHS CLASS A
135,5787,873,083+7,737,50541,1362,782,9780.22%+2,741,842
TRAVELERS COMPANIES INC(TRV)44,22411,676,583+11,632,3598,9922,733,7220.22%+2,724,730
KKR & CO INC(KKR)518,09321,105,058+20,586,96554,5242,755,8980.22%+2,701,374
MEDTRONIC PLC(MDT)201,84530,044,606+29,842,76115,8872,704,9160.22%+2,689,029
D R HORTON INC(DHI)126,85213,866,841+13,739,98917,8772,645,3770.21%+2,627,500
INTERNATIONAL BUSINESS MACH CO(IBM)106,17011,941,394+11,835,22418,3622,640,0040.21%+2,621,642
ARISTA NETWORKS INC222,8726,918,422+6,695,55078,1122,655,4290.21%+2,577,317
WALMART INC(WMT)388,21731,764,626+31,376,40926,2862,564,9940.21%+2,538,707
CHIPOTLE MEXICAN GRILL INC(CMG)92,63743,192,348+43,099,7115,8042,488,7430.20%+2,482,939
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
12,45022,651,999+22,639,5491,2862,481,0740.20%+2,479,788
PALO ALTO NETWORKS INC(PANW)253,4527,171,617+6,918,16585,9232,451,2590.20%+2,365,336
ISHARES BROAD USD HIGH YIELD
BROAD USD HIGH
1,744,86963,967,523+62,222,65463,3042,408,3770.19%+2,345,073
QUANTA SERVICES INC188,7008,008,928+7,820,22847,9472,387,8620.19%+2,339,915
ISHARES RUSSELL 1000 GROWTH473,2216,664,451+6,191,230172,4942,501,7020.20%+2,329,208
CME GROUP INC(CME)126,07110,456,349+10,330,27824,7862,340,2910.19%+2,315,505
MICROCHIP TECHNOLOGY INC(MCHP)212,27229,017,284+28,805,01219,4232,329,7980.19%+2,310,375
ISHARES CORE S&P MIDCAP ETF1,025,08937,943,898+36,918,80959,9882,364,6640.19%+2,304,676
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JPMORGAN CHASE & CO — 13F Holdings — Q3 2024 | TickerTrail