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 | |
|---|---|---|---|---|---|---|
26
Philip Morris
PM
$261B
| $8.36B | 0.55% |
45,918,050
+9,065,225
| +25% | +$1.65B |
|
27
JPMorgan BetaBuilders Japan ETF
BBJP
$13.8B
| $8.3B | 0.54% |
134,394,885
+575,364
| +0.4% | +$35.5M |
|
28
Bank of America
BAC
$373B
| $8.29B | 0.54% |
175,220,818
+9,930,799
| +6% | +$470M |
|
29
Visa
V
$679B
| $8.09B | 0.53% |
22,785,614
-3,846,068
| -14% | -$1.37B |
|
30
Lowe's Companies
LOW
$145B
| $6.99B | 0.46% |
31,520,203
+3,807,313
| +14% | +$845M |
|
31
Intuit
INTU
$185B
| $6.95B | 0.45% |
8,821,838
-33,784
| -0.4% | -$26.6M |
|
|
32
Walt Disney
DIS
$213B
| $6.87B | 0.45% |
55,388,429
+20,739,552
| +60% | +$2.57B |
|
33
ServiceNow
NOW
$189B
| $6.8B | 0.44% |
6,612,471
-580,424
| -8% | -$597M |
|
34
NextEra Energy, Inc.
NEE
$150B
| $6.75B | 0.44% |
97,212,829
+5,143,592
| +6% | +$357M |
|
35
Berkshire Hathaway Class B
BRK.B
$1.08T
| $6.68B | 0.44% |
13,760,653
-2,442,915
| -15% | -$1.19B |
|
36
IBM
IBM
$225B
| $6.59B | 0.43% |
22,370,892
+1,644,995
| +8% | +$485M |
|
37
Charles Schwab
SCHW
$174B
| $6.44B | 0.42% |
70,604,230
+16,444,010
| +30% | +$1.5B |
|
38
TSMC
TSM
$1.18T
| $6.43B | 0.42% |
28,380,015
+839,172
| +3% | +$190M |
|
39
Southern Company
SO
$101B
| $6.33B | 0.41% |
68,964,026
+5,379,090
| +8% | +$494M |
|
40
3M
MMM
$82.2B
| $6.29B | 0.41% |
41,307,883
+13,839,455
| +50% | +$2.11B |
|
41
Analog Devices
ADI
$122B
| $6.26B | 0.41% |
26,317,477
+2,976,392
| +13% | +$708M |
|
42
Texas Instruments
TXN
$182B
| $6.25B | 0.41% |
30,107,412
+2,747,312
| +10% | +$570M |
|
|
43
UnitedHealth
UNH
$280B
| $6.24B | 0.41% |
19,996,223
-6,297,614
| -24% | -$1.96B |
|
44
Booking.com
BKNG
$178B
| $6.21B | 0.41% |
1,072,482
+49,123
| +5% | +$284M |
|
45
Trane Technologies
TT
$91.4B
| $6.16B | 0.4% |
14,091,447
-1,631,083
| -10% | -$713M |
|
46
JPMorgan BetaBuilders Canada ETF
BBCA
$8.65B
| $6.15B | 0.4% |
76,226,040
-180,507
| -0.2% | -$14.6M |
|
47
American Express
AXP
$230B
| $6.07B | 0.4% |
19,042,721
+686,378
| +4% | +$219M |
|
48
Financial Select Sector SPDR Fund
XLF
$53.7B
| $5.99B | 0.39% |
114,360,031
-35,645,699
| -24% | -$1.87B |
|
49
Howmet Aerospace
HWM
$69.8B
| $5.92B | 0.39% |
31,806,624
+7,356,077
| +30% | +$1.37B |
|
50
Deere & Co
DE
$129B
| $5.72B | 0.37% |
11,258,281
+1,482,599
| +15% | +$754M |
|