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

JPMORGAN Chase & Co

CIK Number: 0000019617

1,529.2B
Market Value
5,444
# of Holdings
20 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 12, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MSFT Microsoft Corpo...
515.74
-0.76% 157.06M +10.60% 78.12B 233.32 5.11% Share
2 NVDA NVIDIA Corporat...
188.89
+0.88% 462.59M +9.85% 73.08B 42.74 4.78% Share
3 AAPL Apple Inc.
257.13
+0.66% 214.61M +7.98% 44.03B 120.13 2.88% Share
4 AMZN Amazon.com, Inc...
222.41
+0.81% 192.8M -3.71% 42.3B 105.85 2.77% Share
5 META Meta Platforms,...
727.05
+1.35% 54.72M -5.97% 40.39B 282.35 2.64% Share
6 SPY SPDR S&P 500 ET...
669.16
+0.11% 49.92M -13.89% 30.85B 317.8 2.02% Share
7 AVGO Broadcom Inc.
338.18
+1.44% 94.12M +3.01% 25.94B 136.73 1.70% Share
8 IVV iShares Core S&...
672.48
+0.10% 28.27M +18.33% 17.55B 489.31 1.15% Share
9 GOOG Alphabet Inc.
246.43
+0.36% 91.63M -10.38% 16.25B 102.2 1.06% Share
10 MA Mastercard Inco...
577.42
+0.64% 28.84M -7.01% 16.21B 300.26 1.06% Share
11 VOO Vanguard S&P 50...
615.21
+0.10% 28.17M -3.61% 16B 448.36 1.05% Share
12 TSLA Tesla, Inc.
435.97
-5.11% 46.02M +16.74% 14.62B 204.62 0.96% Share
13 NFLX Netflix, Inc.
1162.53
-0.71% 9.91M +0.18% 13.27B 403.3 0.87% Share
14 BNDX Vanguard Total ...
49.41
+0.06% 242.24M +5.09% 11.99B 52.67 0.78% Share
15 WFC Wells Fargo & C...
80.50
-0.46% 140.93M -1.19% 11.29B 44.09 0.74% Share
16 ABBV AbbVie Inc.
236.58
-3.19% 57.21M +4.49% 10.62B 121.23 0.69% Share
17 GOOGL Alphabet Inc.
245.69
+0.32% 60.19M -6.5% 10.61B 88.3 0.69% Share
18 XOM Exxon Mobil Cor...
111.30
-0.62% 94.71M -0.74% 10.21B 98.36 0.67% Share
19 ORCL Oracle Corporat...
289.01
0.00% 45.65M +6.08% 9.98B 102.01 0.65% Share
20 MCD McDonald's Corp...
299.91
-0.2% 34.11M -9.12% 9.97B 264.22 0.65% Share
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