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 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.7B |
| 2 |
Apple
AAPL
|
$1.81B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.63B |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.57B |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$1.45B |
Top Sells
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.54% |
| 4 | Healthcare | 10.31% |
| 5 | Industrials | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
TSMC
TSM
$1.2T
| $4.21B | 0.5% |
35,021,753
-1,100,952
| -3% | -$132M |
|
27
NextEra Energy, Inc.
NEE
$148B
| $4.1B | 0.49% |
55,899,563
-3,719,428
| -6% | -$273M |
|
28
Sea Limited
SE
$106B
| $4.07B | 0.49% |
14,834,205
-634,051
| -4% | -$174M |
|
29
AbbVie
ABBV
$375B
| $3.94B | 0.47% |
34,960,994
+1,296,199
| +4% | +$146M |
|
30
Eli Lilly
LLY
$659B
| $3.93B | 0.47% |
17,143,017
-189,805
| -1% | -$43.6M |
|
31
Lam Research
LRCX
$123B
| $3.93B | 0.47% |
6,034,717
+621,664
| +11% | +$405M |
|
32
Eaton
ETN
$133B
| $3.84B | 0.46% |
25,937,057
+537,116
| +2% | +$79.6M |
|
33
iShares Core S&P 500 ETF
IVV
$659B
| $3.83B | 0.46% |
8,903,568
-337,128
| -4% | -$145M |
|
34
Coca-Cola
KO
$296B
| $3.8B | 0.45% |
70,268,109
+2,117,492
| +3% | +$115M |
|
35
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.39B
| $3.74B | 0.45% |
63,931,725
-59,686,130
| -48% | -$3.49B |
|
36
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.88B
| $3.6B | 0.43% |
60,189,973
+5,348,495
| +10% | +$320M |
|
37
Home Depot
HD
$405B
| $3.46B | 0.41% |
10,855,972
-33,453
| -0.3% | -$10.7M |
|
38
Prologis
PLD
$103B
| $3.44B | 0.41% |
28,740,857
-958,467
| -3% | -$115M |
|
39
ConocoPhillips
COP
$119B
| $3.43B | 0.41% |
56,276,564
+5,019,629
| +10% | +$306M |
|
40
Wells Fargo
WFC
$258B
| $3.42B | 0.41% |
75,469,325
+8,055,689
| +12% | +$365M |
|
41
iShares S&P 500 Growth ETF
IVW
$63.1B
| $3.41B | 0.41% |
46,910,749
-4,043,883
| -8% | -$294M |
|
42
Charles Schwab
SCHW
$174B
| $3.28B | 0.39% |
45,004,628
+3,606,250
| +9% | +$263M |
|
43
Advanced Micro Devices
AMD
$262B
| $3.25B | 0.39% |
34,559,339
-1,250,956
| -3% | -$118M |
|
44
Lowe's Companies
LOW
$146B
| $3.22B | 0.38% |
16,616,496
+2,027,625
| +14% | +$393M |
|
45
Medtronic
MDT
$118B
| $3.22B | 0.38% |
25,939,443
+3,325,977
| +15% | +$413M |
|
46
Truist Financial
TFC
$59.4B
| $3.03B | 0.36% |
54,652,870
+494,547
| +0.9% | +$27.4M |
|
47
Mercado Libre
MELI
$120B
| $2.97B | 0.35% |
1,906,197
-29,663
| -2% | -$46.2M |
|
48
RTX Corp
RTX
$212B
| $2.96B | 0.35% |
34,723,524
-1,779,536
| -5% | -$152M |
|
49
McDonald's
MCD
$225B
| $2.89B | 0.35% |
12,531,472
-20,624
| -0.2% | -$4.76M |
|
50
iShares S&P 500 Value ETF
IVE
$40.8B
| $2.89B | 0.34% |
19,552,554
-1,800,128
| -8% | -$266M |
|