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 Core MSCI Emerging Markets ETF
IEMG
|
$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.1B |
| 5 |
Wells Fargo
WFC
|
$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.45B |
| 3 |
Tesla
TSLA
|
$2.03B |
| 4 |
TSMC
TSM
|
$1.66B |
| 5 |
Texas Instruments
TXN
|
$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core S&P 500 ETF
IVV
$660B
| $3.58B | 0.53% |
9,530,979
+326,151
| +4% | +$122M |
|
27
Coca-Cola
KO
$297B
| $3.55B | 0.52% |
64,824,823
+10,186,586
| +19% | +$559M |
|
28
Comcast
CMCSA
$125B
| $3.51B | 0.52% |
66,962,274
+1,375,945
| +2% | +$72.1M |
|
29
Mercado Libre
MELI
$120B
| $3.51B | 0.52% |
2,092,580
-152,144
| -7% | -$255M |
|
30
Home Depot
HD
$406B
| $3.41B | 0.5% |
12,842,762
-1,235,458
| -9% | -$328M |
|
31
iShares S&P 500 Growth ETF
IVW
$63.2B
| $3.35B | 0.49% |
52,541,429
+38,998,094
| +288% | -$104M |
|
|
32
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $3.33B | 0.49% |
21,103,889
+6,942,899
| +49% | +$1.1B |
|
33
AbbVie
ABBV
$374B
| $3.25B | 0.48% |
30,345,495
+1,154,922
| +4% | +$124M |
|
34
Advanced Micro Devices
AMD
$263B
| $3.11B | 0.46% |
33,892,388
-4,048,302
| -11% | -$371M |
|
35
Bank of America
BAC
$371B
| $3.06B | 0.45% |
100,795,224
-10,796,716
| -10% | -$327M |
|
36
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.89B
| $2.92B | 0.43% |
52,814,422
+14,565,047
| +38% | +$805M |
|
37
Prologis
PLD
$103B
| $2.87B | 0.42% |
28,826,307
+1,771,628
| +7% | +$177M |
|
38
Eaton
ETN
$134B
| $2.86B | 0.42% |
23,816,119
+189,486
| +0.8% | +$22.8M |
|
39
Netflix
NFLX
$521B
| $2.85B | 0.42% |
5,276,270
-282,398
| -5% | -$153M |
|
40
iShares S&P 500 Value ETF
IVE
$40.9B
| $2.85B | 0.42% |
22,259,972
-420,233
| -2% | -$53.8M |
|
|
41
JPMorgan BetaBuilders Europe ETF
BBEU
$4.13B
| $2.84B | 0.42% |
108,869,593
-93,782,084
| -46% | -$2.45B |
|
42
iShares MSCI EAFE ETF
EFA
$65.4B
| $2.84B | 0.42% |
38,935,020
-4,715,782
| -11% | -$344M |
|
43
Sea Limited
SE
$107B
| $2.74B | 0.4% |
13,776,544
+369,870
| +3% | +$73.6M |
|
44
NVIDIA
NVDA
$4.15T
| $2.71B | 0.4% |
5,195,813
-1,185,888
| -19% | -$619M |
|
45
HDFC Bank
HDB
$181B
| $2.61B | 0.38% |
36,171,402
-552,294
| -2% | -$39.9M |
|
46
Procter & Gamble
PG
$370B
| $2.61B | 0.38% |
18,757,259
-3,336,012
| -15% | -$464M |
|
47
Verizon
VZ
$184B
| $2.46B | 0.36% |
41,872,380
-2,686,851
| -6% | -$158M |
|
48
Lam Research
LRCX
$124B
| $2.44B | 0.36% |
5,162,415
+722,353
| +16% | +$341M |
|
49
Cigna
CI
$80.2B
| $2.44B | 0.36% |
11,699,531
+562,800
| +5% | +$117M |
|
50
Truist Financial
TFC
$59.8B
| $2.43B | 0.36% |
50,707,668
+2,234,444
| +5% | +$107M |
|