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 Bond ETF
BSV
|
$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.68B |
| 3 |
AbbVie
ABBV
|
$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$756M |
Top Sells
| 1 |
Apple
AAPL
|
$2.34B |
| 2 |
Amazon
AMZN
|
$1.76B |
| 3 |
Cigna
CI
|
$1.06B |
| 4 |
Morgan Stanley
MS
|
$1.05B |
| 5 |
Microsoft
MSFT
|
$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Texas Instruments
TXN
$178B
| $4.29B | 0.53% |
22,300,447
-1,112,018
| -5% | -$214M |
|
27
Comcast
CMCSA
$125B
| $4.21B | 0.52% |
75,316,932
+16,789
| +0% | +$939K |
|
|
28
Morgan Stanley
MS
$237B
| $4.09B | 0.51% |
42,013,266
-10,814,433
| -20% | -$1.05B |
|
29
TSMC
TSM
$1.2T
| $3.92B | 0.48% |
35,116,651
+94,898
| +0.3% | +$10.6M |
|
30
Norfolk Southern
NSC
$62.4B
| $3.76B | 0.47% |
15,734,920
-1,257,192
| -7% | -$301M |
|
31
Prologis
PLD
$103B
| $3.72B | 0.46% |
29,690,687
+949,830
| +3% | +$119M |
|
32
Advanced Micro Devices
AMD
$263B
| $3.67B | 0.45% |
35,687,233
+1,127,894
| +3% | +$116M |
|
33
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.39B
| $3.63B | 0.45% |
66,916,284
+2,984,559
| +5% | +$162M |
|
34
Eli Lilly
LLY
$661B
| $3.62B | 0.45% |
15,684,934
-1,458,083
| -9% | -$337M |
|
35
ConocoPhillips
COP
$118B
| $3.6B | 0.44% |
53,077,340
-3,199,224
| -6% | -$217M |
|
36
Eaton
ETN
$134B
| $3.56B | 0.44% |
23,834,837
-2,102,220
| -8% | -$314M |
|
37
NVIDIA
NVDA
$4.15T
| $3.53B | 0.44% |
17,063,051
+12,552,541
| +278% | -$203M |
|
38
Wells Fargo
WFC
$258B
| $3.42B | 0.42% |
73,663,419
-1,805,906
| -2% | -$83.8M |
|
39
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.89B
| $3.41B | 0.42% |
58,025,517
-2,164,456
| -4% | -$127M |
|
40
PayPal
PYPL
$66.5B
| $3.41B | 0.42% |
13,101,005
-1,937,238
| -13% | -$504M |
|
41
Lowe's Companies
LOW
$146B
| $3.37B | 0.42% |
16,627,010
+10,514
| +0.1% | +$2.13M |
|
42
iShares S&P 500 Growth ETF
IVW
$63.2B
| $3.37B | 0.42% |
45,584,482
-1,326,267
| -3% | -$98M |
|
43
Truist Financial
TFC
$59.8B
| $3.33B | 0.41% |
56,788,738
+2,135,868
| +4% | +$125M |
|
44
Procter & Gamble
PG
$370B
| $3.31B | 0.41% |
23,698,109
+4,431,850
| +23% | +$620M |
|
45
McDonald's
MCD
$226B
| $3.29B | 0.41% |
13,661,025
+1,129,553
| +9% | +$272M |
|
46
Coca-Cola
KO
$297B
| $3.21B | 0.4% |
61,104,834
-9,163,275
| -13% | -$481M |
|
47
iShares MSCI EAFE ETF
EFA
$65.4B
| $3.14B | 0.39% |
40,220,365
+4,325,624
| +12% | +$337M |
|
48
Mercado Libre
MELI
$120B
| $3.03B | 0.37% |
1,802,470
-103,727
| -5% | -$174M |
|
49
Medtronic
MDT
$118B
| $3B | 0.37% |
23,895,483
-2,043,960
| -8% | -$256M |
|
50
Home Depot
HD
$406B
| $2.97B | 0.37% |
9,057,612
-1,798,360
| -17% | -$590M |
|