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 |
Microsoft
MSFT
|
$2.27B |
| 2 |
Amazon
AMZN
|
$2.16B |
| 3 |
Intuitive Surgical
ISRG
|
$1.47B |
| 4 |
Tesla
TSLA
|
$1.15B |
| 5 |
NXP Semiconductors
NXPI
|
$1.12B |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.27B |
| 5 |
PayPal
PYPL
|
$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Eli Lilly
LLY
$659B
| $4.7B | 0.54% |
16,997,878
+1,312,944
| +8% | +$363M |
|
27
Texas Instruments
TXN
$176B
| $4.68B | 0.54% |
24,813,134
+2,512,687
| +11% | +$474M |
|
28
Deere & Co
DE
$127B
| $4.55B | 0.53% |
13,261,441
+410,414
| +3% | +$141M |
|
29
McDonald's
MCD
$226B
| $4.45B | 0.51% |
16,617,631
+2,956,606
| +22% | +$793M |
|
30
Eaton
ETN
$133B
| $4.44B | 0.51% |
25,677,984
+1,843,147
| +8% | +$319M |
|
31
TSMC
TSM
$1.2T
| $4.25B | 0.49% |
35,306,735
+190,084
| +0.5% | +$22.9M |
|
32
Morgan Stanley
MS
$237B
| $4.17B | 0.48% |
42,492,491
+479,225
| +1% | +$47M |
|
33
Procter & Gamble
PG
$368B
| $4.16B | 0.48% |
25,449,775
+1,751,666
| +7% | +$287M |
|
34
Norfolk Southern
NSC
$62.3B
| $4.1B | 0.47% |
13,769,158
-1,965,762
| -12% | -$585M |
|
35
Vanguard S&P 500 ETF
VOO
$723B
| $4.01B | 0.46% |
9,183,820
+1,812,910
| +25% | +$791M |
|
|
36
NXP Semiconductors
NXPI
$56.9B
| $3.93B | 0.45% |
17,235,725
+4,898,069
| +40% | +$1.12B |
|
37
Lowe's Companies
LOW
$146B
| $3.92B | 0.45% |
15,177,696
-1,449,314
| -9% | -$375M |
|
38
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.39B
| $3.91B | 0.45% |
72,175,281
+5,258,997
| +8% | +$285M |
|
39
iShares S&P 500 Growth ETF
IVW
$63.2B
| $3.87B | 0.45% |
46,283,077
+698,595
| +2% | +$58.5M |
|
40
Home Depot
HD
$406B
| $3.7B | 0.43% |
8,908,964
-148,648
| -2% | -$61.7M |
|
41
ConocoPhillips
COP
$119B
| $3.68B | 0.42% |
50,960,470
-2,116,870
| -4% | -$153M |
|
42
Coca-Cola
KO
$294B
| $3.61B | 0.42% |
60,991,218
-113,616
| -0.2% | -$6.73M |
|
43
Trane Technologies
TT
$90.6B
| $3.55B | 0.41% |
17,594,499
+1,173,662
| +7% | +$237M |
|
44
Comcast
CMCSA
$124B
| $3.51B | 0.4% |
69,666,527
-5,650,405
| -8% | -$284M |
|
45
Wells Fargo
WFC
$258B
| $3.44B | 0.4% |
71,606,083
-2,057,336
| -3% | -$98.7M |
|
46
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.87B
| $3.41B | 0.39% |
57,207,271
-818,246
| -1% | -$48.8M |
|
47
Truist Financial
TFC
$59.5B
| $3.37B | 0.39% |
57,480,298
+691,560
| +1% | +$40.5M |
|
48
iShares MSCI EAFE ETF
EFA
$65.4B
| $3.32B | 0.38% |
42,146,100
+1,925,735
| +5% | +$152M |
|
49
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $3.3B | 0.38% |
54,323,771
+9,950,996
| +22% | +$605M |
|
50
Nike
NKE
$110B
| $3.28B | 0.38% |
19,686,255
+5,392,698
| +38% | +$899M |
|