JPMORGAN CHASE & CO
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in JPMORGAN CHASE & CO
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 4.75% | 73.963 B $ | 447798884 | 2013/06/30 | -5.519 B $ | -6.49 % |
| 2026/03/31 | AAPL | APPLE INC | 3.67% | 57.125 B $ | 231622141 | 2013/06/30 | -4.073 B $ | -6.65 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 2.93% | 45.634 B $ | 127128999 | 2013/06/30 | -16.763 B $ | -23.46 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 2.18% | 33.948 B $ | 168937577 | 2013/06/30 | -3.609 B $ | -9.77 % |
| 2026/03/31 | GOOG | ALPHABET INC | 2.10% | 32.725 B $ | 119811316 | 2015/12/31 | -2.710 B $ | -8.59 % |
| 2026/03/31 | SPY | STATE STREET SPDR S&P 500 ETF | 1.86% | 28.938 B $ | 45790886 | 2013/06/30 | -1.407 B $ | -4.63 % |
| 2026/03/31 | AVGO | BROADCOM INC | 1.73% | 26.930 B $ | 91782808 | 2018/06/30 | -3.431 B $ | -10.57 % |
| 2026/03/31 | META | META PLATFORMS INC | 1.73% | 26.916 B $ | 50180811 | 2013/06/30 | -3.858 B $ | -13.33 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 1.25% | 19.398 B $ | 70925551 | 2015/12/31 | -1.645 B $ | -8.13 % |
| 2026/03/31 | TSLA | TESLA INC | 1.05% | 16.370 B $ | 46075161 | 2013/06/30 | -3.477 B $ | -17.34 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 1.04% | 16.132 B $ | 32656501 | 2013/06/30 | -2.223 B $ | -12.48 % |
| 2026/03/31 | VOO | VANGUARD S&P 500 ETF | 1.02% | 15.834 B $ | 27256597 | 2013/12/31 | -345.746 M $ | -4.72 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.98% | 15.300 B $ | 63096344 | 2013/06/30 | 2.195 B $ | 18.12 % |
| 2026/03/31 | WMT | WALMART INC | 0.97% | 15.125 B $ | 122469785 | 2013/06/30 | 1.486 B $ | 11.55 % |
| 2026/03/31 | IVV | ISHARES CORE S&P 500 ETF | 0.96% | 14.960 B $ | 23561821 | 2013/06/30 | -352.016 M $ | -4.63 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.94% | 14.678 B $ | 85599509 | 2013/06/30 | 3.471 B $ | 40.98 % |
| 2026/03/31 | BNDX | VANGUARD TOTAL INTL BOND ETF | 0.89% | 13.789 B $ | 288538828 | 2014/06/30 | -74.463 M $ | -0.56 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.78% | 12.145 B $ | 13698491 | 2013/06/30 | -2.014 B $ | -14.41 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.78% | 12.093 B $ | 56741691 | 2013/06/30 | -576.327 M $ | -4.81 % |
| 2026/03/31 | STATE STR SPDR S&P 500 ETF T | 0.77% | 11.934 B $ | 18883100 | 2015/09/30 | -1.259 B $ | -7.32 % | |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.75% | 11.618 B $ | 37656840 | 2013/06/30 | 163.996 M $ | 1.69 % |
| 2026/03/31 | BND | VANGUARD TOTAL BOND MARKET | 0.67% | 10.496 B $ | 142837967 | 2013/06/30 | -60.041 M $ | -0.58 % |
| 2026/03/31 | NEE | NEXTERA ENERGY INC | 0.66% | 10.309 B $ | 111988240 | 2013/06/30 | 1.286 B $ | 15.70 % |
| 2026/03/31 | WFC | WELLS FARGO & CO | 0.64% | 9.923 B $ | 129208607 | 2013/06/30 | -1.778 B $ | -14.58 % |
| 2026/03/31 | BBJP | JPMORGAN BETABUILDERS JAPAN ETF | 0.60% | 9.279 B $ | 139222685 | 2021/06/30 | 411.241 M $ | 4.55 % |
| 2026/03/31 | LOW | LOWES COS INC | 0.55% | 8.631 B $ | 37109610 | 2013/06/30 | -176.003 M $ | -2.02 % |
| 2026/03/31 | PM | PHILIP MORRIS INTL INC | 0.55% | 8.504 B $ | 51591197 | 2013/06/30 | 206.054 M $ | 3.08 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.50% | 7.766 B $ | 16361338 | 2013/06/30 | -302.120 M $ | -4.67 % |
| 2026/03/31 | RTX | RTX CORPORATION | 0.50% | 7.739 B $ | 41351406 | 2020/06/30 | 305.049 M $ | 5.18 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.49% | 7.591 B $ | 23984642 | 2013/06/30 | 857.717 M $ | 11.21 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.47% | 7.253 B $ | 76893065 | 2013/06/30 | -1.332 B $ | -15.29 % |
| 2026/03/31 | TXN | TEXAS INSTRS INC | 0.46% | 7.155 B $ | 38381788 | 2013/06/30 | 584.909 M $ | 11.90 % |
| 2026/03/31 | XLF | STATE STREET FINANCIAL SELECT | 0.45% | 7.012 B $ | 144985688 | 2013/06/30 | -520.440 M $ | -9.86 % |
| 2026/03/31 | MS | MORGAN STANLEY | 0.44% | 6.901 B $ | 43578279 | 2013/06/30 | -462.859 M $ | -7.30 % |
| 2026/03/31 | SCHW | SCHWAB CHARLES CORP | 0.44% | 6.872 B $ | 73848142 | 2013/06/30 | -398.442 M $ | -5.94 % |
| 2026/03/31 | BBCA | JPMORGAN BETABUILDERS CANADA | 0.44% | 6.857 B $ | 74812398 | 2021/06/30 | 78.726 M $ | 1.14 % |
| 2026/03/31 | TT | TRANE TECHNOLOGIES PLC | 0.43% | 6.760 B $ | 16735421 | 2020/03/31 | 452.665 M $ | 7.08 % |
| 2026/03/31 | ETN | EATON CORP PLC | 0.43% | 6.630 B $ | 19300911 | 2013/06/30 | 711.897 M $ | 12.29 % |
| 2026/03/31 | MMM | 3M CO | 0.42% | 6.617 B $ | 46431098 | 2013/06/30 | -677.394 M $ | -9.29 % |
| 2026/03/31 | LRCX | LAM RESEARCH CORP | 0.42% | 6.540 B $ | 32712933 | 2024/12/31 | 998.645 M $ | 24.82 % |
| 2026/03/31 | BBEU | JPMORGAN BETABUILDERS EUROPE ETF | 0.42% | 6.523 B $ | 92973972 | 2021/06/30 | -81.877 M $ | -1.21 % |
| 2026/03/31 | ADI | ANALOG DEVICES INC | 0.40% | 6.284 B $ | 20732781 | 2013/06/30 | 1.055 B $ | 17.31 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.40% | 6.256 B $ | 52972983 | 2013/06/30 | 438.876 M $ | 14.28 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.40% | 6.247 B $ | 132271796 | 2013/06/30 | -1.010 B $ | -11.36 % |
| 2026/03/31 | AXP | AMERICAN EXPRESS CO | 0.39% | 6.071 B $ | 20408323 | 2013/06/30 | -1.419 B $ | -18.24 % |
| 2026/03/31 | APH | AMPHENOL CORP | 0.38% | 5.871 B $ | 49270578 | 2013/06/30 | -301.718 M $ | -6.50 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.38% | 5.853 B $ | 62954396 | 2013/06/30 | 151.849 M $ | 2.55 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 0.37% | 5.827 B $ | 7215462 | 2013/06/30 | -259.952 M $ | -3.76 % |
| 2026/03/31 | INTU | INTUIT | 0.36% | 5.620 B $ | 13098859 | 2013/06/30 | -2.694 B $ | -34.73 % |
| 2026/03/31 | BMY | BRISTOL-MYERS SQUIBB CO | 0.35% | 5.524 B $ | 92475194 | 2013/06/30 | 505.717 M $ | 12.44 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.35% | 5.520 B $ | 6752963 | 2024/06/30 | 1.392 B $ | 33.56 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.35% | 5.457 B $ | 34798932 | 2013/06/30 | 348.327 M $ | 8.20 % |
| 2026/03/31 | KO | COCA COLA CO | 0.35% | 5.384 B $ | 70592595 | 2013/06/30 | 430.072 M $ | 8.78 % |
| 2026/03/31 | DE | DEERE & CO | 0.34% | 5.272 B $ | 9490443 | 2013/06/30 | 939.395 M $ | 20.99 % |
| 2026/03/31 | SPDR GOLD TR | 0.33% | 5.148 B $ | 12417000 | 2015/09/30 | 163.990 M $ | 4.61 % | |
| 2026/03/31 | SPLG | STE STR SPDR PT S&P 500 ETF | 0.33% | 5.146 B $ | 69185442 | 2020/06/30 | -31.137 M $ | -4.59 % |
| 2026/03/31 | VGIT | VANGUARD INTERMEDIATE-TERM T | 0.33% | 5.098 B $ | 85775873 | 2016/03/31 | -29.372 M $ | -0.63 % |
| 2026/03/31 | SYK | STRYKER CORPORATION | 0.33% | 5.086 B $ | 15596897 | 2013/06/30 | -277.880 M $ | -6.51 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 0.33% | 5.076 B $ | 15775296 | 2013/06/30 | 689.648 M $ | 18.37 % |
| 2026/03/31 | JPST | JPMORGAN ULTRA-SHORT INCOME | 0.33% | 5.072 B $ | 100296477 | 2017/06/30 | 2.129 M $ | 0.04 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.32% | 5.001 B $ | 19102541 | 2013/06/30 | -1.024 B $ | -18.03 % |
| 2026/03/31 | BBAX | JPMORGAN BETABUILDERS DEVELO | 0.32% | 4.954 B $ | 85430252 | 2021/06/30 | 264.567 M $ | 5.61 % |
| 2026/03/31 | GOVT | ISHARES US TREASURY BOND ETF | 0.31% | 4.893 B $ | 213742832 | 2015/12/31 | -23.409 M $ | -0.52 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.31% | 4.805 B $ | 33202858 | 2013/06/30 | 22.840 M $ | 0.79 % |
| 2026/03/31 | EOG | EOG RES INC | 0.31% | 4.773 B $ | 31843235 | 2013/06/30 | 1.343 B $ | 37.67 % |
| 2026/03/31 | AMD | ADVANCED MICRO DEVICES INC | 0.31% | 4.754 B $ | 24248547 | 2013/06/30 | -224.385 M $ | -5.01 % |
| 2026/03/31 | HWM | HOWMET AEROSPACE INC | 0.30% | 4.680 B $ | 20987781 | 2020/03/31 | 705.397 M $ | 12.41 % |
| 2026/03/31 | GILD | GILEAD SCIENCES INC | 0.30% | 4.635 B $ | 33992410 | 2013/06/30 | 383.085 M $ | 13.55 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.29% | 4.510 B $ | 32492417 | 2013/06/30 | -1.970 B $ | -24.52 % |
| 2026/03/31 | COP | CONOCOPHILLIPS | 0.29% | 4.471 B $ | 33645760 | 2013/06/30 | 940.949 M $ | 41.01 % |
| 2026/03/31 | WDC | WESTERN DIGITAL CORP | 0.28% | 4.407 B $ | 17512148 | 2013/06/30 | 1.404 B $ | 57.02 % |
| 2026/03/31 | BKNG | BOOKING HOLDINGS INC | 0.28% | 4.407 B $ | 1070206 | 2018/03/31 | -5.807 B $ | -96.86 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.28% | 4.400 B $ | 18544694 | 2013/06/30 | -818.250 M $ | -18.17 % |
| 2026/03/31 | IVW | ISHARES S&P 500 GROWTH ETF | 0.28% | 4.398 B $ | 40454780 | 2013/06/30 | -413.209 M $ | -8.23 % |
| 2026/03/31 | MDT | MEDTRONIC PLC | 0.28% | 4.370 B $ | 50973541 | 2015/03/31 | -504.533 M $ | -9.80 % |
| 2026/03/31 | VCIT | VANGUARD INT-TERM CORPORATE | 0.28% | 4.361 B $ | 52983058 | 2013/06/30 | -51.306 M $ | -1.19 % |
| 2026/03/31 | VGT | VANGUARD INFO TECH ETF | 0.28% | 4.300 B $ | 6430753 | 2013/12/31 | -359.911 M $ | -7.44 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.28% | 4.287 B $ | 20344106 | 2013/06/30 | 1.034 B $ | 35.75 % |
| 2026/03/31 | AJG | GALLAGHER ARTHUR J & CO | 0.27% | 4.226 B $ | 19568047 | 2013/06/30 | -857.422 M $ | -16.31 % |
| 2026/03/31 | UNP | UNION PAC CORP | 0.27% | 4.221 B $ | 17642696 | 2013/06/30 | 129.474 M $ | 4.89 % |
| 2026/03/31 | SO | SOUTHERN CO | 0.27% | 4.201 B $ | 43337750 | 2013/06/30 | 575.700 M $ | 10.69 % |
| 2026/03/31 | JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 0.27% | 4.178 B $ | 56925648 | 2022/06/30 | 49.551 M $ | 1.15 % |
| 2026/03/31 | V | VISA INC | 0.26% | 4.083 B $ | 13630427 | 2013/06/30 | -714.093 M $ | -13.82 % |
| 2026/03/31 | JGLO | JPMORGAN GLBL SLCT EQ ETF | 0.26% | 4.036 B $ | 63595420 | 2023/09/30 | -152.779 M $ | -3.55 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.26% | 4.026 B $ | 4039916 | 2013/06/30 | 399.669 M $ | 15.55 % |
| 2026/03/31 | ISHARES TR | 0.25% | 3.959 B $ | 18930500 | 2015/12/31 | -71.053 M $ | -1.92 % | |
| 2026/03/31 | BBIN | JPM BETABUILDERS INTL EQTY | 0.25% | 3.951 B $ | 55662066 | 2020/06/30 | 44.987 M $ | 1.11 % |
| 2026/03/31 | AZO | AUTOZONE INC | 0.25% | 3.822 B $ | 1143363 | 2013/06/30 | -7.727 M $ | -0.40 % |
| 2026/03/31 | NXPI | NXP SEMICONDUCTORS N V | 0.24% | 3.797 B $ | 20261543 | 2013/09/30 | -411.650 M $ | -9.31 % |
| 2026/03/31 | CIEN | CIENA CORP | 0.24% | 3.733 B $ | 10226649 | 2013/06/30 | 1.677 B $ | 66.00 % |
| 2026/03/31 | INSM | INSMED INC | 0.24% | 3.703 B $ | 24150499 | 2013/06/30 | -244.059 M $ | -6.04 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.24% | 3.679 B $ | 13465174 | 2021/09/30 | -284.760 M $ | -7.88 % |
| 2026/03/31 | CME | CME GROUP INC | 0.23% | 3.633 B $ | 12209761 | 2013/06/30 | 247.229 M $ | 8.16 % |
| 2026/03/31 | MDLZ | MONDELEZ INTL INC | 0.23% | 3.620 B $ | 62138016 | 2013/06/30 | 240.432 M $ | 7.08 % |
| 2026/03/31 | AZN | ASTRAZENECA PLC | 0.23% | 3.604 B $ | 18590922 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VGK | VANGUARD FTSE EUROPE ETF | 0.23% | 3.590 B $ | 44950264 | 2013/06/30 | -52.621 M $ | -1.41 % |
| 2026/03/31 | IVE | ISHARES S&P 500 VALUE ETF | 0.23% | 3.568 B $ | 17182077 | 2013/06/30 | -17.248 M $ | -0.43 % |
| 2026/03/31 | BKR | BAKER HUGHES COMPANY | 0.23% | 3.531 B $ | 58196567 | 2017/09/30 | 1.347 B $ | 34.06 % |
| 2026/03/31 | MBB | ISHARES MBS ETF | 0.23% | 3.518 B $ | 37143199 | 2013/06/30 | -9.474 M $ | -0.28 % |
| 2026/03/31 | T | AT&T INC | 0.22% | 3.403 B $ | 118227450 | 2013/06/30 | 300.450 M $ | 16.71 % |