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 Total Bond Market
BND
|
$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.05B |
| 3 |
AbbVie
ABBV
|
$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$1.63B |
| 5 |
Exxon Mobil
XOM
|
$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.35B |
| 3 |
Tesla
TSLA
|
$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Coca-Cola
KO
$296B
| $4.39B | 0.53% |
70,822,837
+9,831,619
| +16% | +$610M |
|
27
Analog Devices
ADI
$119B
| $4.39B | 0.53% |
26,553,576
-1,271,901
| -5% | -$210M |
|
28
Advanced Micro Devices
AMD
$261B
| $4.3B | 0.52% |
39,285,327
+543,770
| +1% | +$59.5M |
|
29
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.38B
| $4.24B | 0.51% |
76,302,569
+4,127,288
| +6% | +$230M |
|
30
iShares Core S&P 500 ETF
IVV
$657B
| $4.15B | 0.5% |
9,156,397
-1,556,524
| -15% | -$706M |
|
31
Eaton
ETN
$133B
| $4.03B | 0.49% |
26,578,334
+900,350
| +4% | +$137M |
|
32
Meta Platforms (Facebook)
META
$1.85T
| $4.03B | 0.49% |
18,129,933
-967,204
| -5% | -$215M |
|
33
TSMC
TSM
$1.19T
| $4.01B | 0.48% |
38,433,451
+3,126,716
| +9% | +$326M |
|
|
34
Vanguard Total Bond Market
BND
$134B
| $3.96B | 0.48% |
49,763,240
+27,984,408
| +128% | +$2.22B |
|
35
NXP Semiconductors
NXPI
$56.7B
| $3.92B | 0.47% |
21,174,477
+3,938,752
| +23% | +$729M |
|
36
Norfolk Southern
NSC
$62.3B
| $3.91B | 0.47% |
13,712,075
-57,083
| -0.4% | -$16.3M |
|
37
iShares S&P 500 Growth ETF
IVW
$62.8B
| $3.83B | 0.46% |
50,148,262
+3,865,185
| +8% | +$295M |
|
38
Procter & Gamble
PG
$369B
| $3.8B | 0.46% |
24,886,853
-562,922
| -2% | -$86M |
|
39
Morgan Stanley
MS
$235B
| $3.65B | 0.44% |
41,775,713
-716,778
| -2% | -$62.6M |
|
40
Chevron
CVX
$318B
| $3.61B | 0.44% |
22,199,935
-3,271,808
| -13% | -$533M |
|
41
Vanguard S&P 500 ETF
VOO
$721B
| $3.61B | 0.44% |
8,702,186
-481,634
| -5% | -$200M |
|
42
Lowe's Companies
LOW
$146B
| $3.57B | 0.43% |
17,653,567
+2,475,871
| +16% | +$501M |
|
43
Regeneron Pharmaceuticals
REGN
$60.4B
| $3.47B | 0.42% |
4,964,967
+373,438
| +8% | +$261M |
|
44
Wells Fargo
WFC
$257B
| $3.35B | 0.4% |
69,212,968
-2,393,115
| -3% | -$116M |
|
45
Comcast
CMCSA
$125B
| $3.33B | 0.4% |
71,135,491
+1,468,964
| +2% | +$68.8M |
|
46
iShares S&P 500 Value ETF
IVE
$40.8B
| $3.18B | 0.38% |
20,424,318
+2,025,177
| +11% | +$315M |
|
47
Truist Financial
TFC
$59.4B
| $3.18B | 0.38% |
56,042,377
-1,437,921
| -3% | -$81.5M |
|
48
United Parcel Service
UPS
$72.4B
| $3.15B | 0.38% |
14,703,504
+2,732,596
| +23% | +$586M |
|
49
RTX Corp
RTX
$211B
| $3.13B | 0.38% |
31,573,700
+2,693,081
| +9% | +$267M |
|
50
Berkshire Hathaway Class B
BRK.B
$1.08T
| $3.03B | 0.37% |
8,596,917
+147,605
| +2% | +$52.1M |
|