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JPMORGAN CHASE&CO投資組合

加入 代碼 名稱 日期
市價
報酬率(%)
成交量
漲跌幅
1日 1年 3年 5年
AAPL Apple Inc 2020-10-31 108.86  5.60 76.3238.0130.30 189,473,719.00
SPY SPDR® S&P 500 ETF Trust 2020-10-31 326.54 1.20 11.0910.7211.78 118,501,095.00
BAC Bank of America Corp 2020-10-31 23.70 0.68  21.91 2.289.26 66,229,025.00
WFC Wells Fargo & Co 2020-10-31 21.45 1.47  55.30 22.12 11.40 34,452,582.00
MSFT Microsoft Corp 2020-10-31 202.47  1.10 42.6435.7432.01 36,783,304.00
OXY Occidental Petroleum Corp 2020-10-31 9.13  0.00  73.51 35.97 21.07 23,056,948.00
PFE Pfizer Inc 2020-10-31 35.48 0.57  3.624.274.52 24,238,141.00
EFA iShares MSCI EAFE ETF 2020-10-31 61.39  0.85  6.20 0.893.06 35,374,205.00
NVDA NVIDIA Corp 2020-10-31 501.36  3.76 149.7334.5077.81 10,315,624.00
BABA Alibaba Group Holding Ltd ADR 2020-10-31 304.69  2.52 72.4618.1229.45 14,750,123.00
TSM Taiwan Semiconductor Manufacturing Co Ltd ADR 2020-10-31 83.87  1.20 65.7227.8732.77 4,960,345.00
IEFA iShares Core MSCI EAFE ETF 2020-10-31 58.16  0.87  5.43 0.573.62 19,634,758.00
MRK Merck & Co Inc 2020-10-31 75.21  0.90  10.4014.079.36 10,583,288.00
V Visa Inc Class A 2020-10-31 181.71  1.71 2.2618.8719.11 10,195,769.00
NEE NextEra Energy Inc 2020-10-31 73.21  1.08 25.1525.6325.11 8,787,574.00
JNJ Johnson & Johnson 2020-10-31 137.11  0.06 6.812.068.88 7,335,626.00
AMZN Amazon.com Inc 2020-10-31 3,036.15  5.45 70.8940.0537.14 8,324,766.00
IEF iShares 7-10 Year Treasury Bond ETF 2020-10-31 120.06  0.41 9.666.444.35 7,245,284.00
MA Mastercard Inc A 2020-10-31 288.64  1.55 4.8525.2924.34 6,859,701.00
IVV iShares Core S&P 500 ETF 2020-10-31 327.62 1.20 11.0610.7511.83 6,561,301.00
HD The Home Depot Inc 2020-10-31 266.71  1.08 16.1919.3218.40 3,858,549.00
UNH UnitedHealth Group Inc 2020-10-31 305.14 0.48 22.6014.6822.28 3,554,304.00
GOOG Alphabet Inc Class C 2020-10-31 1,621.01 3.43 28.6416.8317.93 4,368,764.00
GOOGL Alphabet Inc A 2020-10-31 1,616.11 3.80 28.3816.0916.99 4,995,900.00