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 Europe ETF
BBEU
|
$1.48B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.45B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.18B |
| 4 |
Linde
LIN
|
$751M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$719M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$6.32B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.29B |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$862M |
| 4 |
Apple
AAPL
|
$795M |
| 5 |
Walt Disney
DIS
|
$750M |
Sector Composition
| 1 | Financials | 13.46% |
| 2 | Technology | 12.55% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Wells Fargo
WFC
$258B
| $2.34B | 0.54% |
50,772,094
-1,943,206
| -4% | -$89.5M |
|
27
Chevron
CVX
$318B
| $2.3B | 0.53% |
21,121,344
+682,857
| +3% | +$74.3M |
|
|
28
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $2.27B | 0.52% |
27,109,313
+14,088,642
| +108% | +$1.18B |
|
29
Honeywell
HON
$136B
| $2.17B | 0.5% |
16,392,622
+391,285
| +2% | +$51.7M |
|
30
Eli Lilly
LLY
$661B
| $2.02B | 0.47% |
17,495,982
-762,101
| -4% | -$88.2M |
|
31
iShares MSCI Japan ETF
EWJ
$15.2B
| $1.97B | 0.45% |
38,803,975
-1,522,915
| -4% | -$77.2M |
|
32
TSMC
TSM
$1.2T
| $1.93B | 0.45% |
52,190,174
+680,686
| +1% | +$25.1M |
|
33
Cigna
CI
$80.2B
| $1.92B | 0.44% |
10,126,627
+3,142,157
| +45% | +$597M |
|
34
JPMorgan BetaBuilders Canada ETF
BBCA
$8.68B
| $1.88B | 0.43% |
45,420,532
+15,982,824
| +54% | +$660M |
|
35
Analog Devices
ADI
$120B
| $1.84B | 0.43% |
21,455,202
-218,328
| -1% | -$18.7M |
|
36
Norfolk Southern
NSC
$62.4B
| $1.84B | 0.43% |
12,295,300
+2,683,057
| +28% | +$401M |
|
37
Xcel Energy
XEL
$42.8B
| $1.82B | 0.42% |
36,868,230
+2,323,970
| +7% | +$115M |
|
38
DuPont de Nemours
DD
$31.6B
| $1.81B | 0.42% |
16,731,694
+741,231
| +5% | +$80M |
|
39
Mondelez International
MDLZ
$79.3B
| $1.77B | 0.41% |
44,328,217
-1,394,544
| -3% | -$55.8M |
|
40
Boston Scientific
BSX
$159B
| $1.77B | 0.41% |
50,205,454
+3,147,198
| +7% | +$111M |
|
41
Morgan Stanley
MS
$237B
| $1.75B | 0.4% |
44,095,097
-5,855,546
| -12% | -$232M |
|
42
Occidental Petroleum
OXY
$45.6B
| $1.74B | 0.4% |
28,377,183
-5,736,458
| -17% | -$352M |
|
43
Comcast
CMCSA
$125B
| $1.72B | 0.4% |
50,411,457
+2,449,510
| +5% | +$83.4M |
|
44
General Dynamics
GD
$86.8B
| $1.69B | 0.39% |
10,766,633
+2,315,507
| +27% | +$364M |
|
45
Netflix
NFLX
$521B
| $1.65B | 0.38% |
6,181,490
-1,074,421
| -15% | -$288M |
|
46
PepsiCo
PEP
$203B
| $1.64B | 0.38% |
14,821,422
-5,705,049
| -28% | -$630M |
|
47
PayPal
PYPL
$66.5B
| $1.63B | 0.38% |
19,397,229
-1,903,524
| -9% | -$160M |
|
48
HDFC Bank
HDB
$181B
| $1.63B | 0.38% |
31,411,376
+1,900,720
| +6% | +$98.4M |
|
49
Citigroup
C
$175B
| $1.6B | 0.37% |
30,695,345
-7,232,089
| -19% | -$377M |
|
50
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $1.59B | 0.37% |
20,273,632
+5,216,223
| +35% | +$410M |
|