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 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.89B |
| 2 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
$1.45B |
| 3 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.34B |
| 4 |
Automatic Data Processing
ADP
|
$879M |
| 5 |
Electronic Arts
EA
|
$844M |
Top Sells
| 1 |
Broadcom
AVGO
|
$1.79B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.07B |
| 3 |
Meta Platforms (Facebook)
META
|
$856M |
| 4 |
Nike
NKE
|
$821M |
| 5 |
Union Pacific
UNP
|
$588M |
Sector Composition
| 1 | Financials | 14.03% |
| 2 | Technology | 13.34% |
| 3 | Healthcare | 11.07% |
| 4 | Consumer Discretionary | 8.93% |
| 5 | Industrials | 8.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Honeywell
HON
$136B
| $2.55B | 0.49% |
16,001,337
+1,772,240
| +12% | +$283M |
|
27
Chevron
CVX
$319B
| $2.5B | 0.48% |
20,438,487
+2,539,132
| +14% | +$310M |
|
28
Mastercard
MA
$538B
| $2.48B | 0.47% |
11,137,775
-900,537
| -7% | -$200M |
|
29
iShares MSCI Japan ETF
EWJ
$15.4B
| $2.43B | 0.47% |
40,326,890
-4,271,836
| -10% | -$257M |
|
|
30
Meta Platforms (Facebook)
META
$1.88T
| $2.4B | 0.46% |
14,587,442
-5,202,212
| -26% | -$856M |
|
31
Morgan Stanley
MS
$240B
| $2.33B | 0.45% |
49,950,643
+2,692,896
| +6% | +$125M |
|
32
Verizon
VZ
$186B
| $2.32B | 0.44% |
43,408,568
+3,791,853
| +10% | +$202M |
|
33
PepsiCo
PEP
$201B
| $2.29B | 0.44% |
20,526,471
-1,689,402
| -8% | -$189M |
|
34
TSMC
TSM
$1.22T
| $2.27B | 0.44% |
51,509,488
+1,007,057
| +2% | +$44.5M |
|
35
Coca-Cola
KO
$293B
| $2.26B | 0.43% |
48,862,575
+1,861,026
| +4% | +$86M |
|
36
DuPont de Nemours
DD
$32.2B
| $2.07B | 0.4% |
15,990,463
+404,771
| +3% | +$52.5M |
|
37
Walt Disney
DIS
$215B
| $2.03B | 0.39% |
17,377,820
+959,132
| +6% | +$112M |
|
38
Analog Devices
ADI
$121B
| $2B | 0.38% |
21,673,530
+1,309,829
| +6% | +$121M |
|
39
Mondelez International
MDLZ
$78.9B
| $1.96B | 0.38% |
45,722,761
+2,463,448
| +6% | +$106M |
|
40
Eli Lilly
LLY
$667B
| $1.96B | 0.38% |
18,258,083
-1,129,206
| -6% | -$121M |
|
41
iShares Russell 2000 ETF
IWM
$67.2B
| $1.95B | 0.37% |
11,585,546
-948,309
| -8% | -$160M |
|
42
Vanguard S&P 500 ETF
VOO
$729B
| $1.91B | 0.37% |
7,144,673
+232,674
| +3% | +$62.1M |
|
|
43
JPMorgan BetaBuilders Japan ETF
BBJP
$13.9B
| $1.9B | 0.36% |
38,056,547
+37,859,047
| +19,169% | +$1.89B |
|
44
PayPal
PYPL
$65.4B
| $1.87B | 0.36% |
21,300,753
+2,524,749
| +13% | +$222M |
|
45
Stanley Black & Decker
SWK
$11.5B
| $1.84B | 0.35% |
12,566,744
+1,822,466
| +17% | +$267M |
|
46
Boeing
BA
$175B
| $1.82B | 0.35% |
4,892,789
-89,897
| -2% | -$33.4M |
|
47
Boston Scientific
BSX
$159B
| $1.81B | 0.35% |
47,058,256
+2,701,658
| +6% | +$104M |
|
48
Medtronic
MDT
$119B
| $1.81B | 0.35% |
18,400,648
-659,878
| -3% | -$64.9M |
|
49
Exxon Mobil
XOM
$480B
| $1.79B | 0.34% |
21,059,203
-17,456
| -0.1% | -$1.48M |
|
|
50
Union Pacific
UNP
$132B
| $1.78B | 0.34% |
10,959,404
-3,609,890
| -25% | -$588M |
|