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 | |
|---|---|---|---|---|---|---|
26
Oracle
ORCL
$458B
| $8.03B | 0.5% |
41,223,455
-8,349,915
|
|
||
27
American Express
AXP
$232B
| $7.78B | 0.49% |
21,032,958
-1,154,291
|
|
||
28
Intuit
INTU
$111B
| $7.76B | 0.49% |
11,709,784
+1,139,677
|
|
||
29
TSMC
TSM
$1.91T
| $7.65B | 0.48% |
25,182,540
+690,178
|
|
||
30
iShares Core S&P 500 ETF
IVV
$756B
| $7.6B | 0.48% |
11,094,121
-11,011,192
|
|
||
31
Vanguard S&P 500 ETF
VOO
$853B
| $7.33B | 0.46% |
11,688,493
-15,558,853
|
|
||
32
3M
MMM
$91.4B
| $7.29B | 0.46% |
45,554,373
+73,475
|
|
||
33
Goldman Sachs
GS
$271B
| $6.92B | 0.43% |
7,874,962
+876,549
|
|
||
34
JPMorgan BetaBuilders Canada ETF
BBCA
$10.1B
| $6.91B | 0.43% |
74,270,039
-314,829
|
|
||
35
JPMorgan BetaBuilders Europe ETF
BBEU
$9.18B
| $6.74B | 0.42% |
91,996,902
+56,521,262
|
|
||
36
Charles Schwab
SCHW
$167B
| $6.71B | 0.42% |
67,190,915
+6,603,261
|
|
||
37
Philip Morris
PM
$295B
| $6.69B | 0.42% |
41,711,363
-5,542,623
|
|
||
38
Berkshire Hathaway Class B
BRK.B
$1.08T
| $6.48B | 0.41% |
12,883,585
+300,024
|
|
||
39
Trane Technologies
TT
$103B
| $6.4B | 0.4% |
16,436,623
+911,613
|
|
||
40
Morgan Stanley
MS
$268B
| $6.34B | 0.4% |
35,714,453
-1,698,283
|
|
||
41
Palantir
PLTR
$313B
| $6.32B | 0.4% |
35,575,332
+909,314
|
|
||
42
Analog Devices
ADI
$163B
| $6.09B | 0.38% |
22,468,677
+300,909
|
|
||
43
Booking.com
BKNG
$133B
| $6B | 0.38% |
1,119,516
-41,599
|
|
||
44
Netflix
NFLX
$323B
| $5.96B | 0.37% |
63,535,182
-25,714,908
|
|
||
45
RTX Corp
RTX
$270B
| $5.89B | 0.37% |
32,110,396
+1,960,444
|
|
||
46
ServiceNow
NOW
$112B
| $5.8B | 0.36% |
37,856,728
-1,656,487
|
|
||
47
Eaton
ETN
$152B
| $5.79B | 0.36% |
18,179,197
-1,042,231
|
|
||
48
Howmet Aerospace
HWM
$101B
| $5.68B | 0.36% |
27,727,872
-1,004,648
|
|
||
49
UnitedHealth
UNH
$261B
| $5.68B | 0.36% |
17,199,093
-1,355,553
|
|
||
50
JPMorgan Ultra-Short Income ETF
JPST
$36.7B
| $5.39B | 0.34% |
106,472,614
+9,729,791
|
|