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 |
iShares Short Treasury Bond ETF
SHV
|
$3.85B |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.53B |
| 3 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
$1.22B |
| 4 |
Chevron
CVX
|
$1.1B |
| 5 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$985M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.64B |
| 2 |
DuPont de Nemours
DD
|
$1.47B |
| 3 |
Occidental Petroleum
OXY
|
$1.2B |
| 4 |
Merck
MRK
|
$954M |
| 5 |
Visa
V
|
$838M |
Sector Composition
| 1 | Technology | 13.66% |
| 2 | Financials | 13.19% |
| 3 | Healthcare | 9.98% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Industrials | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Comcast
CMCSA
$125B
| $3.03B | 0.59% | 72,244,105 +6,178,224 | +9% | +$259M |
|
27
TSMC
TSM
$1.2T
| $3.01B | 0.59% | 76,121,480 +1,220,601 | +2% | +$48.3M |
|
28
iShares Core S&P 500 ETF
IVV
$662B
| $2.78B | 0.54% | 9,479,653 -160,923 | -2% | -$47.2M |
|
29
Verizon
VZ
$186B
| $2.71B | 0.53% | 47,344,211 +7,791,846 | +20% | +$446M |
|
30
NextEra Energy, Inc.
NEE
$148B
| $2.57B | 0.5% | 12,558,671 -635,370 | -5% | -$130M |
|
31
Meta Platforms (Facebook)
META
$1.86T
| $2.46B | 0.48% | 12,956,553 +4,037,012 | +45% | +$765M |
|
32
Honeywell
HON
$139B
| $2.43B | 0.48% | 13,975,184 -27,264 | -0.2% | -$4.74M |
|
33
Norfolk Southern
NSC
$62.8B
| $2.42B | 0.47% | 12,532,538 -331,872 | -3% | -$64.2M |
|
|
34
Visa
V
$683B
| $2.37B | 0.46% | 13,862,898 -4,894,400 | -26% | -$838M |
|
35
Xcel Energy
XEL
$42.8B
| $2.37B | 0.46% | 40,037,447 +918,607 | +2% | +$54.5M |
|
36
Netflix
NFLX
$513B
| $2.32B | 0.45% | 6,273,650 -491,248 | -7% | -$182M |
|
37
Salesforce
CRM
$245B
| $2.29B | 0.45% | 15,175,146 -1,546,996 | -9% | -$233M |
|
38
PayPal
PYPL
$67.1B
| $2.27B | 0.44% | 19,971,479 -3,008,084 | -13% | -$342M |
|
39
Procter & Gamble
PG
$368B
| $2.25B | 0.44% | 20,460,201 +5,197,382 | +34% | +$571M |
|
40
Citigroup
C
$178B
| $2B | 0.39% | 29,415,724 -1,421,477 | -5% | -$96.9M |
|
41
Analog Devices
ADI
$124B
| $1.97B | 0.39% | 17,479,276 -2,063,729 | -11% | -$233M |
|
42
HDFC Bank
HDB
$182B
| $1.97B | 0.39% | 15,300,841 -319,117 | -2% | -$41.1M |
|
43
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
| $1.93B | 0.38% | 17,592,615 +1,479,434 | +9% | +$163M |
|
44
Boston Scientific
BSX
$156B
| $1.93B | 0.38% | 46,121,321 -2,387,930 | -5% | -$100M |
|
45
Charter Communications
CHTR
$36.3B
| $1.92B | 0.38% | 4,903,917 +224,123 | +5% | +$87.7M |
|
46
General Dynamics
GD
$87.3B
| $1.9B | 0.37% | 10,679,638 -4,169 | -0% | -$741K |
|
47
Eli Lilly
LLY
$657B
| $1.87B | 0.37% | 16,753,824 -1,235,003 | -7% | -$138M |
|
48
Exxon Mobil
XOM
$487B
| $1.84B | 0.36% | 24,264,039 +2,148,198 | +10% | +$163M |
|
49
Morgan Stanley
MS
$240B
| $1.83B | 0.36% | 41,967,104 -2,169,356 | -5% | -$94.3M |
|
50
Wells Fargo
WFC
$263B
| $1.82B | 0.36% | 39,271,672 -9,708,652 | -20% | -$449M |
|