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 | +$4.14B | |
| 2 | +$3.53B | |
| 3 | +$2.93B | |
| 4 |
Amphenol
APH
|
+$2.35B |
| 5 |
TotalEnergies
TTE
|
+$1.73B |
Top Sells
| 1 | +$9.76B | |
| 2 | +$7.54B | |
| 3 | +$7.17B | |
| 4 |
NVIDIA
NVDA
|
+$6.06B |
| 5 |
Microsoft
MSFT
|
+$5.34B |
Sector Composition
| 1 | Technology | 26.96% |
| 2 | Financials | 10.46% |
| 3 | Consumer Discretionary | 9.41% |
| 4 | Healthcare | 8.5% |
| 5 | Communication Services | 7.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$4.54T
| $85.1B | 5.34% |
456,141,138
-32,478,144
|
|
||
|
2
Microsoft
MSFT
$2.98T
| $71.5B | 4.49% |
147,759,850
-11,048,048
|
|
||
3
Apple
AAPL
$3.84T
| $61.3B | 3.85% |
225,419,111
-11,236,420
|
|
||
4
Amazon
AMZN
$2.14T
| $36.9B | 2.32% |
160,046,290
-22,614,647
|
|
||
5
Broadcom
AVGO
$1.57T
| $32.4B | 2.04% |
93,758,850
-190,008
|
|
||
6
Alphabet (Google) Class C
GOOG
$3.74T
| $31.6B | 1.98% |
100,602,893
+1,073,151
|
|
||
7
State Street SPDR S&P 500 ETF Trust
SPY
$697B
| $30.4B | 1.91% |
44,560,422
-5,092,100
|
|
||
8
Meta Platforms (Facebook)
META
$1.64T
| $28.9B | 1.82% |
43,855,509
-10,859,259
|
|
||
|
9
Alphabet (Google) Class A
GOOGL
$3.74T
| $20.2B | 1.27% |
64,654,741
-5,239,152
|
|
||
10
Tesla
TSLA
$1.57T
| $20.1B | 1.26% |
44,591,616
-47,889
|
|
||
11
Mastercard
MA
$470B
| $17.8B | 1.12% |
31,214,224
-190,327
|
|
||
12
Eli Lilly
LLY
$929B
| $14B | 0.88% |
12,997,946
+2,729,791
|
|
||
13
Vanguard Total International Bond ETF
BNDX
$75.9B
| $13.3B | 0.84% |
275,788,372
+23,417,119
|
|
||
14
Walmart Inc
WMT
$1.07T
| $12.9B | 0.81% |
115,433,639
-1,159,731
|
|
||
15
Wells Fargo
WFC
$267B
| $12.2B | 0.77% |
130,851,080
-14,333,386
|
|
||
16
Johnson & Johnson
JNJ
$589B
| $12.1B | 0.76% |
58,558,238
-82,618
|
|
||
17
AbbVie
ABBV
$402B
| $12B | 0.75% |
52,393,323
-4,141,493
|
|
||
18
Vanguard Total Bond Market
BND
$151B
| $10.3B | 0.65% |
139,629,587
+8,283,073
|
|
||
19
McDonald's
MCD
$236B
| $9.71B | 0.61% |
31,782,233
-2,432,048
|
|
||
20
JPMorgan BetaBuilders Japan ETF
BBJP
$16.2B
| $9.03B | 0.57% |
137,080,238
+661,704
|
|
||
21
Bank of America
BAC
$379B
| $8.89B | 0.56% |
161,572,280
-20,098,361
|
|
||
22
Walt Disney
DIS
$181B
| $8.71B | 0.55% |
76,580,070
+8,865,458
|
|
||
23
Lowe's Companies
LOW
$160B
| $8.7B | 0.55% |
36,066,219
-1,540,730
|
|
||
24
Exxon Mobil
XOM
$627B
| $8.47B | 0.53% |
70,376,165
-4,661,338
|
|
||
25
NextEra Energy
NEE
$191B
| $8.19B | 0.51% |
102,036,629
+5,027,929
|
|