JP Morgan Chase & Co 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 | +$5.61B | |
| 2 | +$4.86B | |
| 3 | +$3.39B | |
| 4 |
GE Vernova
GEV
|
+$2.58B |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.36B |
Top Sells
| 1 | +$4.13B | |
| 2 | +$2.46B | |
| 3 | +$2.23B | |
| 4 |
Exxon Mobil
XOM
|
+$2.22B |
| 5 |
Intuitive Surgical
ISRG
|
+$1.87B |
Sector Composition
| 1 | Technology | 27.28% |
| 2 | Financials | 10.2% |
| 3 | Consumer Discretionary | 9.9% |
| 4 | Communication Services | 8.2% |
| 5 | Healthcare | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.7T
| $91.2B | 5.46% |
488,619,282
+26,032,415
|
|
||
2
Microsoft
MSFT
$3.78T
| $82.3B | 4.93% |
158,807,898
+1,748,960
|
|
||
3
Apple
AAPL
$4.07T
| $60.3B | 3.61% |
236,655,531
+22,049,132
|
|
||
4
Meta Platforms (Facebook)
META
$1.58T
| $40.2B | 2.41% |
54,714,768
-7,102
|
|
||
5
Amazon
AMZN
$2.66T
| $40.1B | 2.4% |
182,660,937
-10,138,990
|
|
||
6
SPDR S&P 500 ETF Trust
SPY
$678B
| $33.1B | 1.98% |
49,652,522
-271,855
|
|
||
7
Broadcom
AVGO
$1.66T
| $31B | 1.86% |
93,948,858
-167,600
|
|
||
|
8
Alphabet (Google) Class C
GOOG
$3.52T
| $24.2B | 1.45% |
99,529,742
+7,904,434
|
|
||
9
Tesla
TSLA
$1.46T
| $19.9B | 1.19% |
44,639,505
-1,376,105
|
|
||
10
Mastercard
MA
$501B
| $17.9B | 1.07% |
31,404,551
+2,564,504
|
|
||
|
11
Alphabet (Google) Class A
GOOGL
$3.52T
| $17B | 1.02% |
69,893,893
+9,704,869
|
|
||
12
Vanguard S&P 500 ETF
VOO
$778B
| $16.7B | 1% |
27,247,346
-927,565
|
|
||
13
iShares Core S&P 500 ETF
IVV
$678B
| $14.8B | 0.89% |
22,105,313
-6,166,274
|
|
||
14
Oracle
ORCL
$673B
| $13.9B | 0.84% |
49,573,370
+3,923,710
|
|
||
15
AbbVie
ABBV
$398B
| $13.1B | 0.78% |
56,534,816
-679,591
|
|
||
16
Vanguard Total International Bond ETF
BNDX
$69.6B
| $12.5B | 0.75% |
252,371,253
+10,128,983
|
|
||
17
Wells Fargo
WFC
$271B
| $12.2B | 0.73% |
145,184,466
+4,250,803
|
|
||
18
Walmart
WMT
$825B
| $12B | 0.72% |
116,593,370
+18,336,685
|
|
||
19
Johnson & Johnson
JNJ
$467B
| $10.9B | 0.65% |
58,640,856
+2,538,390
|
|
||
20
Netflix
NFLX
$482B
| $10.7B | 0.64% |
8,925,009
-987,986
|
|
||
21
McDonald's
MCD
$219B
| $10.4B | 0.62% |
34,214,281
+99,653
|
|
||
22
Vanguard Total Bond Market
BND
$137B
| $9.77B | 0.59% |
131,346,514
+5,476,153
|
|
||
23
Lowe's Companies
LOW
$132B
| $9.45B | 0.57% |
37,606,949
+6,086,746
|
|
||
24
Bank of America
BAC
$392B
| $9.37B | 0.56% |
181,670,641
+6,449,823
|
|
||
25
JPMorgan BetaBuilders Japan ETF
BBJP
$14.7B
| $9.05B | 0.54% |
136,418,534
+2,023,649
|
|