JPMorgan Chase & Co

 JPM Morningstar Rating

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JPM

Funds Institutions
Name Shares
Held 		% Total
Shares Held 		Shares
Change 		% Chg from
Prior Port 		% Total
Assets 		Date of
Portfolio 		Star Rating
Vanguard Total Stock Market Index Fund 85,499,490 2.86 -1,121,953 -1.30 1.06 06/30/2021
Vanguard 500 Index Fund 62,561,484 2.09 -529,539 -0.84 1.3 06/30/2021
SPDR® S&P 500 ETF Trust 31,232,208 1.05 144,261 0.46 1.23 07/31/2021
Financial Select Sector SPDR® Fund 29,148,641 0.98 -359,605 -1.22 11.27 07/31/2021
Fidelity® 500 Index Fund 28,539,798 0.96 54,251 0.19 1.29 06/30/2021
iShares Core S&P 500 ETF 23,946,948 0.80 -5,364 -0.02 1.23 07/30/2021
Vanguard Institutional Index Fund 23,887,559 0.80 -244,600 -1.01 1.3 06/30/2021
American Funds Income Fund of Amer 22,980,355 0.77 -1,611,800 -6.55 2.83 06/30/2021
Vanguard Value Index Fund 22,817,904 0.76 -118,157 -0.52 2.82 06/30/2021
Capital Group Wash Mutual Invtrs Comp 19,122,972 0.64 -964,142 -4.80 1.9 06/30/2021
American Funds Washington Mutual Fund 19,122,972 0.64 -964,142 -4.80 1.9 06/30/2021
MFS Value Fund 17,774,539 0.59 0 0.00 4.42 06/30/2021
Vanguard Dividend Appreciation Index Fd 17,533,239 0.59 18,689 0.11 3.8 06/30/2021
American Funds American Balanced Fund 16,448,193 0.55 -260,556 -1.56 1.23 06/30/2021
Vanguard Wellington™ Fund 16,177,575 0.54 -1,421,131 -8.08 2.09 06/30/2021
Capital Group Investment Co of Amer Comp 14,867,909 0.50 -421,689 -2.76 1.97 06/30/2021
American Funds Invmt Co of Amer 14,867,909 0.50 -421,689 -2.76 1.97 06/30/2021
American Funds Growth Fund of Amer 14,631,608 0.49 410,154 2.88 0.81 06/30/2021
Capital Group Growth Fnd of Amer Comp 14,631,608 0.49 410,154 2.88 0.81 06/30/2021
State Street S&P 500 Index Fund 13,252,573 0.44 64,600 0.49 1.22 07/31/2021
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