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 | |
|---|---|---|---|---|---|---|
26
Philip Morris
PM
$276B
| $8.5B | 0.58% |
51,591,197
+9,879,834
|
|
||
27
Berkshire Hathaway Class B
BRK.B
$1.02T
| $7.77B | 0.53% |
16,361,338
+3,477,753
|
|
||
28
RTX Corp
RTX
$242B
| $7.74B | 0.53% |
41,351,406
+9,241,010
|
|
||
29
TSMC
TSM
$2.17T
| $7.59B | 0.52% |
23,984,642
-1,197,898
|
|
||
30
Walt Disney
DIS
$177B
| $7.25B | 0.49% |
76,893,065
+312,995
|
|
||
31
Texas Instruments
TXN
$278B
| $7.16B | 0.49% |
38,381,788
+10,056,903
|
|
||
32
State Street Financial Select Sector SPDR ETF
XLF
$49.8B
| $7.01B | 0.48% |
144,985,688
+48,607,893
|
|
||
33
Morgan Stanley
MS
$328B
| $6.9B | 0.47% |
43,578,279
+7,863,826
|
|
||
34
Charles Schwab
SCHW
$152B
| $6.87B | 0.47% |
73,848,142
+6,657,227
|
|
||
35
JPMorgan BetaBuilders Canada ETF
BBCA
$10.6B
| $6.86B | 0.47% |
74,812,398
+542,359
|
|
||
36
Trane Technologies
TT
$99.8B
| $6.76B | 0.46% |
16,735,421
+298,798
|
|
||
37
Eaton
ETN
$156B
| $6.63B | 0.45% |
19,300,911
+1,121,714
|
|
||
38
3M
MMM
$79.9B
| $6.62B | 0.45% |
46,431,098
+876,725
|
|
||
39
Lam Research
LRCX
$398B
| $6.54B | 0.44% |
32,712,933
+9,204,337
|
|
||
40
JPMorgan BetaBuilders Europe ETF
BBEU
$9.14B
| $6.52B | 0.44% |
92,973,972
+977,070
|
|
||
41
Analog Devices
ADI
$202B
| $6.28B | 0.43% |
20,732,781
-1,735,896
|
|
||
42
Merck
MRK
$293B
| $6.26B | 0.42% |
52,972,983
+23,773,005
|
|
||
43
Bank of America
BAC
$366B
| $6.25B | 0.42% |
132,271,796
-29,300,484
|
|
||
44
American Express
AXP
$216B
| $6.07B | 0.41% |
20,408,323
-624,635
|
|
||
45
Amphenol
APH
$183B
| $5.87B | 0.4% |
49,270,578
+14,945,430
|
|
||
46
Netflix
NFLX
$362B
| $5.85B | 0.4% |
62,954,396
-580,786
|
|
||
47
Goldman Sachs
GS
$303B
| $5.83B | 0.4% |
7,215,462
-659,500
|
|
||
48
Intuit
INTU
$90.7B
| $5.62B | 0.38% |
13,098,859
+1,389,075
|
|
||
49
Bristol-Myers Squibb
BMY
$117B
| $5.52B | 0.37% |
92,475,194
+17,107,541
|
|
||
50
GE Vernova
GEV
$260B
| $5.52B | 0.37% |
6,752,963
+408,532
|
|