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 | |
|---|---|---|---|---|---|---|
51
PepsiCo
PEP
$197B
| $5.46B | 0.37% |
34,798,932
+5,204,430
|
|
||
52
Coca-Cola
KO
$340B
| $5.38B | 0.37% |
70,592,595
+548,336
|
|
||
53
Deere & Co
DE
$146B
| $5.27B | 0.36% |
9,490,443
-121,704
|
|
||
|
SPYM
54
State Street SPDR Portfolio S&P 500 ETF
SPYM
$146B
| $5.15B | 0.35% |
69,185,442
+60,724,409
|
|
||
55
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.3B
| $5.1B | 0.35% |
85,775,873
+8,481,735
|
|
||
56
Stryker
SYK
$117B
| $5.09B | 0.35% |
15,596,897
+3,451,783
|
|
||
57
Micron Technology
MU
$1.1T
| $5.08B | 0.34% |
15,775,296
+2,621,597
|
|
||
58
JPMorgan Ultra-Short Income ETF
JPST
$38.1B
| $5.07B | 0.34% |
100,296,477
-6,176,137
|
|
||
59
UnitedHealth
UNH
$345B
| $5B | 0.34% |
19,102,541
+1,903,448
|
|
||
60
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.41B
| $4.95B | 0.34% |
85,430,252
+1,706,360
|
|
||
61
iShares US Treasury Bond ETF
GOVT
$41.6B
| $4.89B | 0.33% |
213,742,832
+18,666,004
|
|
||
62
Procter & Gamble
PG
$334B
| $4.81B | 0.33% |
33,202,858
+12,990,802
|
|
||
63
EOG Resources
EOG
$71B
| $4.77B | 0.32% |
31,843,235
-2,103,766
|
|
||
64
Advanced Micro Devices
AMD
$842B
| $4.75B | 0.32% |
24,248,547
+3,336,658
|
|
||
65
Howmet Aerospace
HWM
$103B
| $4.68B | 0.32% |
20,987,781
-6,740,091
|
|
||
66
Gilead Sciences
GILD
$167B
| $4.63B | 0.31% |
33,992,410
+10,956,647
|
|
||
67
Oracle
ORCL
$649B
| $4.51B | 0.31% |
32,492,417
-8,731,038
|
|
||
68
ConocoPhillips
COP
$139B
| $4.47B | 0.3% |
33,645,760
+9,135,489
|
|
||
69
Western Digital
WDC
$183B
| $4.41B | 0.3% |
17,512,148
+3,216,183
|
|
||
70
Booking.com
BKNG
$130B
| $4.41B | 0.3% |
26,755,150
-1,232,750
|
|
||
71
IBM
IBM
$280B
| $4.4B | 0.3% |
18,544,694
+3,341,239
|
|
||
72
iShares S&P 500 Growth ETF
IVW
$76.3B
| $4.4B | 0.3% |
40,454,780
-255,422
|
|
||
73
Medtronic
MDT
$94.8B
| $4.37B | 0.3% |
50,973,541
-2,643,153
|
|
||
74
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66B
| $4.36B | 0.3% |
52,983,058
+1,676,736
|
|
||
75
Vanguard Information Technology ETF
VGT
$147B
| $4.3B | 0.29% |
51,446,024
+85,144
|
|