JP Morgan Chase Portfolio holdings
JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.
Top Buys
| 1 | +$9.74B | |
| 2 | +$8.51B | |
| 3 | +$6.03B | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$4.86B |
| 5 |
Meta Platforms (Facebook)
META
|
+$4.05B |
Top Sells
| 1 | +$8.63B | |
| 2 | +$3.02B | |
| 3 | +$2.14B | |
| 4 |
Shopify
SHOP
|
+$2.1B |
| 5 |
Robinhood
HOOD
|
+$1.82B |
Sector Composition
| 1 | Technology | 23.68% |
| 2 | Healthcare | 9.13% |
| 3 | Financials | 9.12% |
| 4 | Consumer Discretionary | 8.62% |
| 5 | Communication Services | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$5.69T
| $74B | 5.02% |
447,798,884
-8,342,254
|
|
||
2
Apple
AAPL
$4.38T
| $57.1B | 3.88% |
231,622,141
+6,203,030
|
|
||
3
Microsoft
MSFT
$3.04T
| $45.6B | 3.1% |
127,128,999
-20,630,851
|
|
||
4
Amazon
AMZN
$2.89T
| $33.9B | 2.3% |
168,937,577
+8,891,287
|
|
||
5
Alphabet (Google) Class C
GOOG
$4.81T
| $32.7B | 2.22% |
119,811,316
+19,208,423
|
|
||
6
State Street SPDR S&P 500 ETF Trust
SPY
$768B
| $28.9B | 1.96% |
45,790,886
+1,230,464
|
|
||
7
Broadcom
AVGO
$2.06T
| $26.9B | 1.83% |
91,782,808
-1,976,042
|
|
||
|
8
Meta Platforms (Facebook)
META
$1.57T
| $26.9B | 1.83% |
50,180,811
+6,325,302
|
|
||
|
9
Alphabet (Google) Class A
GOOGL
$4.86T
| $19.4B | 1.32% |
70,925,551
+6,270,810
|
|
||
10
Tesla
TSLA
$1.67T
| $16.4B | 1.11% |
46,075,161
+1,483,545
|
|
||
11
Mastercard
MA
$432B
| $16.1B | 1.09% |
32,656,501
+1,442,277
|
|
||
12
Vanguard S&P 500 ETF
VOO
$966B
| $15.8B | 1.07% |
27,256,597
+15,568,104
|
|
||
13
Johnson & Johnson
JNJ
$553B
| $15.3B | 1.04% |
63,096,344
+4,538,106
|
|
||
14
Walmart Inc
WMT
$1.05T
| $15.1B | 1.03% |
122,469,785
+7,036,146
|
|
||
15
iShares Core S&P 500 ETF
IVV
$833B
| $15B | 1.02% |
23,561,821
+12,467,700
|
|
||
16
Exxon Mobil
XOM
$633B
| $14.7B | 1% |
85,599,509
+15,223,344
|
|
||
17
Vanguard Total International Bond ETF
BNDX
$78.7B
| $13.8B | 0.94% |
288,538,828
+12,750,456
|
|
||
18
Eli Lilly
LLY
$898B
| $12.1B | 0.82% |
13,698,491
+700,545
|
|
||
19
AbbVie
ABBV
$372B
| $12.1B | 0.82% |
56,741,691
+4,348,368
|
|
||
20
McDonald's
MCD
$195B
| $11.6B | 0.79% |
37,656,840
+5,874,607
|
|
||
21
Vanguard Total Bond Market
BND
$153B
| $10.5B | 0.71% |
142,837,967
+3,208,380
|
|
||
22
NextEra Energy
NEE
$198B
| $10.3B | 0.7% |
111,988,240
+9,951,611
|
|
||
23
Wells Fargo
WFC
$225B
| $9.92B | 0.67% |
129,208,607
-1,642,473
|
|
||
24
JPMorgan BetaBuilders Japan ETF
BBJP
$17.1B
| $9.28B | 0.63% |
139,222,685
+2,142,447
|
|
||
25
Lowe's Companies
LOW
$125B
| $8.63B | 0.59% |
37,109,610
+1,043,391
|
|