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 | |
|---|---|---|---|---|---|---|
251
Hewlett Packard
HPE
$31B
| $964M | 0.06% |
47,124,039
-9,913,572
| -17% | -$203M |
|
252
Applied Materials
AMAT
$130B
| $957M | 0.06% |
5,225,830
+1,253,129
| +32% | +$229M |
|
253
Veeva Systems
VEEV
$44.7B
| $955M | 0.06% |
3,316,274
+85,516
| +3% | +$24.6M |
|
254
JPMorgan BetaBuilders Emerging Markets Equity ETF
BBEM
$1.07B
| $952M | 0.06% |
16,367,356
-469,554
| -3% | -$27.3M |
|
255
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| $948M | 0.06% |
25,278,570
+17,091,459
| +209% | +$641M |
|
256
Digital Realty Trust
DLR
$55.7B
| $935M | 0.06% |
5,362,241
-2,283,958
| -30% | -$398M |
|
257
Citigroup
C
$176B
| $930M | 0.06% |
10,920,379
-267,423
| -2% | -$22.8M |
|
258
iShares US Treasury Bond ETF
GOVT
$28B
| $926M | 0.06% |
40,314,805
+2,794,537
| +7% | +$64.2M |
|
259
Public Storage
PSA
$52.2B
| $926M | 0.06% |
3,157,067
+103,965
| +3% | +$30.5M |
|
260
GE Aerospace
GE
$296B
| $924M | 0.06% |
3,590,222
-160,925
| -4% | -$41.4M |
|
261
T-Mobile US
TMUS
$284B
| $919M | 0.06% |
3,856,965
-1,116,409
| -22% | -$266M |
|
262
Charter Communications
CHTR
$35.7B
| $918M | 0.06% |
2,245,709
-64,364
| -3% | -$26.3M |
|
263
JPMorgan Active Value ETF
JAVA
$3.97B
| $908M | 0.06% |
13,865,481
+434,807
| +3% | +$28.5M |
|
264
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $905M | 0.06% |
10,920,793
-499,313
| -4% | -$41.4M |
|
265
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
| $904M | 0.06% |
17,687,858
+2,676,137
| +18% | +$137M |
|
266
Vanguard S&P 500 Growth ETF
VOOG
$19.3B
| $900M | 0.06% |
2,269,714
-77,762
| -3% | -$30.8M |
|
267
Intel
INTC
$107B
| $899M | 0.06% |
40,132,390
-11,226,429
| -22% | -$251M |
|
268
Toronto Dominion Bank
TD
$127B
| $894M | 0.06% |
12,174,499
+2,180,097
| +22% | +$160M |
|
269
Technology Select Sector SPDR Fund
XLK
$84.1B
| $889M | 0.06% |
3,510,145
+1,675,887
| +91% | +$424M |
|
270
SPDR S&P Biotech ETF
XBI
$5.39B
| $882M | 0.06% |
10,638,105
+268,399
| +3% | +$22.3M |
|
271
iShares Core Total USD Bond Market ETF
IUSB
$34.2B
| $868M | 0.06% |
18,782,389
+618,328
| +3% | +$28.6M |
|
272
Automatic Data Processing
ADP
$120B
| $867M | 0.06% |
2,812,637
+582,000
| +26% | +$179M |
|
273
Royal Bank of Canada
RY
$204B
| $862M | 0.06% |
6,555,945
+97,733
| +2% | +$12.9M |
|
274
S&P Global
SPGI
$164B
| $862M | 0.06% |
1,634,521
-314,779
| -16% | -$166M |
|
275
Raymond James Financial
RJF
$33B
| $861M | 0.06% |
5,616,998
+1,651,380
| +42% | +$253M |
|