13F-HR - JPMorgan Chase & Co. | StockGist

Portfolio Summary

Total Value

$1592803.64B

Holdings Count

31,795

Period of Report

Dec 31, 2025

Report Type

Holdings

Showing 100 of 31,795

Issuer	CUSIP	Value	Shares	Voting (S/Sh/N)
NVIDIA CORPORATION	67066G104	$56150.30B	301,074,020	259,745,092 / 688,833 / 40,640,095
MICROSOFT CORP	594918104	$46233.84B	95,599,521	82,865,797 / 229,565 / 12,504,158
APPLE INC	037833100	$41127.15B	151,280,607	126,878,400 / 390,421 / 24,011,785
AMAZON COM INC	023135106	$24386.83B	105,653,002	89,259,821 / 336,024 / 16,057,157
ALPHABET INC	02079K107	$21921.77B	69,859,048	62,569,782 / 0 / 7,289,265
BROADCOM INC	11135F101	$21451.25B	61,979,921	54,118,188 / 85,763 / 7,775,969
SPDR S&P 500 ETF TRUST	78462F103	$20686.20B	30,335,223	923 / 0 / 30,334,300
META PLATFORMS INC	30303M102	$18426.54B	27,915,186	24,055,899 / 83,093 / 3,776,193
TESLA INC	88160R101	$14868.36B	33,061,376	28,820,248 / 35,278 / 4,205,849
SPDR S&P 500 ETF TR	78462F953	$13600.42B	19,944,300	19,944,300 / 0 / 0
MASTERCARD INCORPORATED	57636Q104	$12565.92B	22,011,490	19,790,189 / 71,918 / 2,149,383
ALPHABET INC	02079K305	$11961.10B	38,214,369	28,531,792 / 187,424 / 9,495,152
VANGUARD TOTAL INTL BOND ETF	92203J407	$10362.52B	214,456,124	214,446,843 / 0 / 9,281
NVIDIA CORPORATION	67066G104	$8717.82B	46,744,363	28,751,493 / 0 / 17,992,870
ELI LILLY & CO	532457108	$8552.98B	7,958,633	6,760,117 / 7,198 / 1,191,318
JOHNSON & JOHNSON	478160104	$8103.47B	39,156,663	34,407,614 / 154,526 / 4,594,523
WALMART INC	931142103	$7969.97B	71,537,287	62,896,282 / 291,951 / 8,349,053
VANGUARD TOTAL BOND MARKET	921937835	$7896.99B	106,615,199	106,281,210 / 0 / 333,989
ABBVIE INC	00287Y109	$7829.16B	34,264,766	30,303,725 / 104,834 / 3,856,207
WELLS FARGO CO NEW	949746101	$7728.46B	82,923,371	74,082,565 / 295,297 / 8,545,508
MICROSOFT CORP	594918104	$7412.03B	15,326,139	8,691,156 / 0 / 6,634,983
NVIDIA CORPORATION	67066G104	$7075.27B	37,937,116	11,998,089 / 0 / 25,939,027
MCDONALDS CORP	580135101	$6686.20B	21,876,766	19,613,188 / 103,162 / 2,160,415
LOWES COS INC	548661107	$6292.45B	26,092,432	23,686,211 / 112,294 / 2,293,926
APPLE INC	037833100	$6002.29B	22,078,611	13,057,272 / 0 / 9,021,339
MICROSOFT CORP	594918104	$5878.35B	12,154,884	3,264,183 / 0 / 8,890,701
DISNEY WALT CO	254687106	$5786.68B	50,863,010	44,908,913 / 406,192 / 5,547,905
ORACLE CORP	68389X105	$5784.58B	29,678,191	26,431,378 / 40,613 / 3,206,200
3M CO	88579Y101	$5696.67B	35,581,924	33,135,451 / 75,910 / 2,370,563
BANK AMERICA CORP	060505104	$5681.71B	103,303,779	89,513,897 / 380,341 / 13,409,541
SPDR GOLD TR	78463V907	$5589.28B	14,103,300	14,103,300 / 0 / 0
NEXTERA ENERGY INC	65339F101	$5483.44B	68,303,969	61,311,167 / 297,417 / 6,695,385
AMERICAN EXPRESS CO	025816109	$5339.53B	14,433,100	12,897,422 / 82,658 / 1,453,019
JPMORGAN BETABUILDERS JAPAN ETF	46641Q217	$5271.61B	79,981,949	0 / 0 / 79,981,949
INTUIT	461202103	$5216.26B	7,874,557	7,209,245 / 7,536 / 657,775
GOLDMAN SACHS GROUP INC	38141G104	$5102.73B	5,805,159	5,378,934 / 0 / 426,224
SCHWAB CHARLES CORP	808513105	$4721.08B	47,253,285	41,827,778 / 285,932 / 5,139,575
BERKSHIRE HATHAWAY INC DEL	084670702	$4675.02B	9,300,742	7,063,704 / 0 / 2,237,038
TRANE TECHNOLOGIES PLC	G8994E103	$4599.63B	11,818,167	10,628,093 / 65,681 / 1,124,392
APPLE INC	037833100	$4592.20B	16,891,790	6,302,373 / 0 / 10,589,417
PHILIP MORRIS INTL INC	718172109	$4528.76B	28,234,150	25,775,178 / 0 / 2,458,971
ANALOG DEVICES INC	032654105	$4488.11B	16,549,072	15,098,315 / 48,342 / 1,402,415
RTX CORPORATION	75513E101	$4425.36B	24,129,546	21,605,628 / 0 / 2,523,918
NETFLIX INC	64110L106	$4421.03B	47,152,652	40,958,130 / 0 / 6,194,522
PALANTIR TECHNOLOGIES INC	69608A108	$4358.02B	24,517,696	21,622,546 / 0 / 2,895,149
NVIDIA CORPORATION	67066G104	$4337.67B	23,258,308	17,580,131 / 2,032,468 / 3,645,709
JPMORGAN ULTRA-SHORT INCOME	46641Q837	$4329.64B	85,582,998	652 / 0 / 85,582,346
EXXON MOBIL CORP	30231G102	$4320.46B	35,902,128	27,781,338 / 328,309 / 7,792,481
ISHARES SILVER TR	46428Q959	$4266.94B	66,236,300	66,236,300 / 0 / 0
JPMORGAN GLBL SLCT EQ ETF	46654Q740	$4234.05B	62,569,124	57,716,840 / 0 / 4,852,284
TAIWAN SEMICONDUCTOR MFG LT	874039100	$4217.44B	13,878,180	12,753,887 / 0 / 1,124,293
SPDR S&P 500 ETF TR	78462F903	$4199.54B	6,158,400	6,158,400 / 0 / 0
HOWMET AEROSPACE INC	443201108	$4164.30B	20,311,682	18,134,064 / 94,497 / 2,083,121
NVIDIA CORPORATION	67066G904	$4115.94B	22,069,400	22,069,400 / 0 / 0
JPMORGAN BETABUILDERS CANADA	46641Q225	$4107.63B	44,168,098	0 / 0 / 44,168,098
SERVICENOW INC	81762P102	$4077.57B	26,617,755	24,104,131 / 31,450 / 2,482,174
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	46641Q134	$3995.54B	53,359,186	50,791,596 / 0 / 2,567,590
INVESCO QQQ TR	46090E903	$3968.44B	6,460,000	6,460,000 / 0 / 0
JPM BETABUILDERS INTL EQTY	46641Q373	$3949.93B	54,617,350	54,614,402 / 0 / 2,948
NVIDIA CORPORATION	67066G104	$3861.07B	20,702,774	20,702,774 / 0 / 0
MEDTRONIC PLC	G5960L103	$3812.59B	39,689,694	35,379,662 / 221,773 / 4,088,258
BROADCOM INC	11135F101	$3804.67B	10,992,978	4,751,358 / 0 / 6,241,620
EATON CORP PLC	G29183103	$3804.37B	11,944,257	10,966,191 / 18,170 / 959,896
GALLAGHER ARTHUR J & CO	363576109	$3767.32B	14,557,421	13,313,252 / 54,909 / 1,189,259
MICROSOFT CORP	594918104	$3744.98B	7,743,652	5,972,280 / 618,209 / 1,153,163
SHOPIFY INC	82509L107	$3719.88B	23,109,153	22,575,834 / 0 / 533,318
JPMORGAN BETABUILDERS EUROPE ETF	46641Q191	$3713.09B	50,656,015	0 / 0 / 50,656,015
SPDR S&P 500 ETF TRUST	78462F103	$3691.99B	5,414,107	5,391,069 / 0 / 23,038
SOUTHERN CO	842587107	$3689.44B	42,310,043	37,608,123 / 360,866 / 4,341,054
INVESCO QQQ TR	46090E953	$3688.38B	6,004,100	6,004,100 / 0 / 0
VANGUARD S&P 500 ETF	922908363	$3683.60B	5,873,735	5,462 / 0 / 5,868,273
AMAZON COM INC	023135106	$3666.33B	15,883,942	8,570,932 / 0 / 7,313,010
MICROSOFT CORP	594918104	$3639.71B	7,525,973	7,525,973 / 0 / 0
SPDR S&P 500 ETF TR	78462F953	$3581.03B	5,251,400	5,251,400 / 0 / 0
MORGAN STANLEY	617446448	$3570.87B	20,114,152	17,932,915 / 93,792 / 2,087,444
SPDR GOLD TR	78463V957	$3557.24B	8,975,900	8,975,900 / 0 / 0
APPLE INC	037833100	$3550.15B	13,058,753	9,966,260 / 1,169,081 / 1,923,412
BROADCOM INC	11135F101	$3501.45B	10,116,875	5,645,203 / 0 / 4,471,672
BOOKING HOLDINGS INC	09857L108	$3494.91B	652,604	596,893 / 0 / 55,710
AMPHENOL CORP NEW	032095101	$3464.77B	25,638,389	22,952,084 / 27,972 / 2,658,333
VISA INC	92826C839	$3434.74B	9,793,674	7,265,891 / 0 / 2,527,782
INSMED INC	457669307	$3340.99B	19,196,655	18,629,784 / 0 / 566,871
ISHARES TR	464287955	$3337.14B	13,556,800	13,556,800 / 0 / 0
ISHARES US TREASURY BOND ETF	46429B267	$3311.86B	143,837,661	143,517,488 / 0 / 320,173
NXP SEMICONDUCTORS N V	N6596X109	$3293.72B	15,174,218	14,035,165 / 37,595 / 1,101,458
DEERE & CO	244199105	$3266.27B	7,015,642	6,364,896 / 9,569 / 641,177
VANGUARD TAX-EXEMPT BOND ETF	922907746	$3259.68B	64,817,590	0 / 0 / 64,817,590
ISHARES CORE S&P 500 ETF	464287200	$3255.56B	4,753,061	524,672 / 0 / 4,228,389
JPMORGAN BETABUILDERS JAPAN ETF	46641Q217	$3242.97B	49,203,039	49,055,839 / 0 / 147,200
STATE STREET FINANCIAL SELECT	81369Y605	$3229.11B	58,957,689	0 / 0 / 58,957,689
VANGUARD INT-TERM CORPORATE	92206C870	$3228.03B	38,543,672	38,542,407 / 0 / 1,265
ALPHABET INC	02079K107	$3211.94B	10,235,632	5,520,781 / 0 / 4,714,851
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	72201R833	$3211.01B	32,001,269	243 / 0 / 32,001,026
AMAZON COM INC	023135106	$3181.60B	13,783,886	4,510,757 / 0 / 9,273,129
COCA COLA CO	191216100	$3159.14B	45,188,702	38,766,650 / 295,733 / 6,126,319
INTERNATIONAL BUSINESS MACH	459200101	$3151.55B	10,639,580	9,562,576 / 0 / 1,077,003
ADVANCED MICRO DEVICES INC	007903107	$3124.94B	14,591,609	12,591,277 / 0 / 2,000,331
GE VERNOVA INC	36828A101	$3078.81B	4,710,757	4,280,303 / 0 / 430,454
ISHARES S&P 500 GROWTH ETF	464287309	$3011.82B	24,434,716	0 / 0 / 24,434,716
VANGUARD INTERMEDIATE-TERM T	92206C706	$2998.08B	50,026,437	0 / 0 / 50,026,437

Amendment History

36 filings

13F-HR
Original
Viewing
Feb 11, 20260000019617-26-000083
13F-HR/A
Amendment 1
Dec 26, 20240000019617-24-000669
13F-HR/A
Amendment 2
Dec 26, 20240000019617-24-000675
13F-HR/A
Amendment 3
Dec 26, 20240000019617-24-000669
13F-HR/A
Amendment 4
Dec 26, 20240000019617-24-000669
13F-HR/A
Amendment 5
Dec 26, 20240000019617-24-000669
13F-HR/A
Amendment 6
Dec 26, 20240000019617-24-000669
13F-HR/A
Amendment 7
Dec 26, 20240000019617-24-000669
13F-HR/A
Amendment 8
Dec 26, 20240000019617-24-000669
13F-HR/A
Amendment 9
Dec 26, 20240000019617-24-000671
13F-HR/A
Amendment 10
Dec 26, 20240000019617-24-000671
13F-HR/A
Amendment 11
Dec 26, 20240000019617-24-000671
13F-HR/A
Amendment 12
Dec 26, 20240000019617-24-000671
13F-HR/A
Amendment 13
Dec 26, 20240000019617-24-000671
13F-HR/A
Amendment 14
Dec 26, 20240000019617-24-000671
13F-HR/A
Amendment 15
Dec 26, 20240000019617-24-000671
13F-HR/A
Amendment 16
Dec 26, 20240000019617-24-000673
13F-HR/A
Amendment 17
Dec 26, 20240000019617-24-000673
13F-HR/A
Amendment 18
Dec 26, 20240000019617-24-000673
13F-HR/A
Amendment 19
Dec 26, 20240000019617-24-000673
13F-HR/A
Amendment 20
Dec 26, 20240000019617-24-000673
13F-HR/A
Amendment 21
Dec 26, 20240000019617-24-000673
13F-HR/A
Amendment 22
Dec 26, 20240000019617-24-000673
13F-HR/A
Amendment 23
Dec 26, 20240000019617-24-000675
13F-HR/A
Amendment 24
Dec 26, 20240000019617-24-000675
13F-HR/A
Amendment 25
Dec 26, 20240000019617-24-000675
13F-HR/A
Amendment 26
Dec 26, 20240000019617-24-000675
13F-HR/A
Amendment 27
Dec 26, 20240000019617-24-000675
13F-HR/A
Amendment 28
Dec 26, 20240000019617-24-000675
13F-HR/A
Amendment 29
Nov 26, 20250000019617-25-001093
13F-HR/A
Amendment 30
Nov 26, 20250000019617-25-001093
13F-HR/A
Amendment 31
Nov 26, 20250000019617-25-001093
13F-HR/A
Amendment 32
Nov 26, 20250000019617-25-001093
13F-HR/A
Amendment 33
Nov 26, 20250000019617-25-001093
13F-HR/A
Amendment 34
Nov 26, 20250000019617-25-001093
13F-HR/A
Amendment 35
Latest
Nov 26, 20250000019617-25-001093