JPMorgan 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 |
Microsoft
MSFT
|
$7.49B |
| 2 |
NVIDIA
NVDA
|
$6.55B |
| 3 |
Apple
AAPL
|
$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.72B |
| 5 |
Walt Disney
DIS
|
$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.57B |
| 3 |
Linde
LIN
|
$1.98B |
| 4 |
UnitedHealth
UNH
|
$1.96B |
| 5 |
Union Pacific
UNP
|
$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $78.1B | 5.11% | 157,058,938 +15,048,970 | +11% | +$7.49B |
|
|
2
NVIDIA
NVDA
$4.24T
| $73.1B | 4.78% | 462,586,867 +41,486,164 | +10% | +$6.55B |
|
|
3
Apple
AAPL
$3.45T
| $44B | 2.88% | 214,606,399 +15,860,801 | +8% | +$3.25B |
|
4
Amazon
AMZN
$2.44T
| $42.3B | 2.77% | 192,799,927 -7,428,167 | -4% | -$1.63B |
|
|
5
Meta Platforms (Facebook)
META
$1.86T
| $40.4B | 2.64% | 54,721,870 -3,476,325 | -6% | -$2.57B |
|
|
6
SPDR S&P 500 ETF Trust
SPY
$658B
| $30.8B | 2.02% | 49,924,377 -8,052,218 | -14% | -$4.98B |
|
7
Broadcom
AVGO
$1.4T
| $25.9B | 1.7% | 94,116,458 +2,754,384 | +3% | +$759M |
|
|
8
iShares Core S&P 500 ETF
IVV
$662B
| $17.6B | 1.15% | 28,271,587 +4,378,977 | +18% | +$2.72B |
|
9
Alphabet (Google) Class C
GOOG
$2.58T
| $16.3B | 1.06% | 91,625,308 -10,607,689 | -10% | -$1.88B |
|
10
Mastercard
MA
$538B
| $16.2B | 1.06% | 28,840,047 -2,174,626 | -7% | -$1.22B |
|
11
Vanguard S&P 500 ETF
VOO
$726B
| $16B | 1.05% | 28,174,911 -1,055,650 | -4% | -$600M |
|
12
Tesla
TSLA
$1.08T
| $14.6B | 0.96% | 46,015,610 +6,600,062 | +17% | +$2.1B |
|
13
Netflix
NFLX
$513B
| $13.3B | 0.87% | 9,912,995 +17,619 | +0.2% | +$23.6M |
|
14
Vanguard Total International Bond ETF
BNDX
$68.3B
| $12B | 0.78% | 242,242,270 +11,725,325 | +5% | +$581M |
|
15
Wells Fargo
WFC
$263B
| $11.3B | 0.74% | 140,933,663 -1,694,298 | -1% | -$136M |
|
16
AbbVie
ABBV
$372B
| $10.6B | 0.69% | 57,214,407 +2,459,937 | +4% | +$457M |
|
|
17
Alphabet (Google) Class A
GOOGL
$2.57T
| $10.6B | 0.69% | 60,189,024 -4,185,478 | -7% | -$738M |
|
18
Exxon Mobil
XOM
$487B
| $10.2B | 0.67% | 94,709,527 -703,200 | -0.7% | -$75.8M |
|
19
Oracle
ORCL
$635B
| $9.98B | 0.65% | 45,649,660 +2,616,469 | +6% | +$572M |
|
20
McDonald's
MCD
$224B
| $9.97B | 0.65% | 34,114,628 -3,424,331 | -9% | -$1B |
|
21
Eli Lilly
LLY
$657B
| $9.75B | 0.64% | 12,510,973 -968,945 | -7% | -$755M |
|
22
Walmart
WMT
$774B
| $9.61B | 0.63% | 98,256,685 -731,966 | -0.7% | -$71.6M |
|
23
Vanguard Total Bond Market
BND
$134B
| $9.27B | 0.61% | 125,870,361 +22,636,769 | +22% | +$1.67B |
|
24
Johnson & Johnson
JNJ
$427B
| $8.57B | 0.56% | 56,102,466 +2,040,624 | +4% | +$312M |
|
25
Eaton
ETN
$136B
| $8.53B | 0.56% | 23,891,689 +1,941,450 | +9% | +$693M |
|