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 |
Amazon
AMZN
|
$10.9B |
| 2 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
$4.15B |
| 3 |
Microsoft
MSFT
|
$2.17B |
| 4 |
UnitedHealth
UNH
|
$1.8B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$627M |
| 5 |
CERN
Cerner Corp
CERN
|
$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Texas Instruments
TXN
$176B
| $3.95B | 0.55% |
25,695,403
-1,977,819
| -7% | -$304M |
|
27
United Parcel Service
UPS
$72.2B
| $3.7B | 0.52% |
20,273,352
+5,569,848
| +38% | +$1.02B |
|
28
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.39B
| $3.61B | 0.5% |
75,773,525
-529,044
| -0.7% | -$25.2M |
|
29
Analog Devices
ADI
$119B
| $3.57B | 0.5% |
24,449,074
-2,104,502
| -8% | -$307M |
|
30
Prologis
PLD
$103B
| $3.5B | 0.49% |
29,745,588
+1,404,897
| +5% | +$165M |
|
31
NXP Semiconductors
NXPI
$56.7B
| $3.49B | 0.49% |
23,585,568
+2,411,091
| +11% | +$357M |
|
32
Exxon Mobil
XOM
$478B
| $3.48B | 0.48% |
40,611,543
+9,881,934
| +32% | +$846M |
|
33
Wells Fargo
WFC
$257B
| $3.39B | 0.47% |
86,629,737
+17,416,769
| +25% | +$682M |
|
34
Meta Platforms (Facebook)
META
$1.85T
| $3.36B | 0.47% |
20,864,502
+2,734,569
| +15% | +$441M |
|
35
Regeneron Pharmaceuticals
REGN
$61.1B
| $3.36B | 0.47% |
5,678,432
+713,465
| +14% | +$422M |
|
36
iShares Core S&P 500 ETF
IVV
$658B
| $3.32B | 0.46% |
8,762,150
-394,247
| -4% | -$149M |
|
37
TSMC
TSM
$1.19T
| $3.27B | 0.46% |
39,968,747
+1,535,296
| +4% | +$126M |
|
38
iShares S&P 500 Growth ETF
IVW
$63B
| $3.24B | 0.45% |
53,671,391
+3,523,129
| +7% | +$213M |
|
39
Morgan Stanley
MS
$236B
| $3.23B | 0.45% |
42,489,308
+713,595
| +2% | +$54.3M |
|
40
Procter & Gamble
PG
$369B
| $3.21B | 0.45% |
22,325,068
-2,561,785
| -10% | -$368M |
|
41
Eaton
ETN
$133B
| $3.2B | 0.45% |
25,400,366
-1,177,968
| -4% | -$148M |
|
42
RTX Corp
RTX
$211B
| $3.18B | 0.44% |
33,135,322
+1,561,622
| +5% | +$150M |
|
43
Progressive
PGR
$144B
| $3.12B | 0.44% |
26,876,016
+1,934,821
| +8% | +$225M |
|
44
Comcast
CMCSA
$125B
| $3.12B | 0.43% |
79,385,240
+8,249,749
| +12% | +$324M |
|
45
Norfolk Southern
NSC
$62.1B
| $3.1B | 0.43% |
13,650,545
-61,530
| -0.4% | -$14M |
|
46
iShares S&P 500 Value ETF
IVE
$40.7B
| $3.07B | 0.43% |
22,335,021
+1,910,703
| +9% | +$263M |
|
47
NVIDIA
NVDA
$4.16T
| $3.01B | 0.42% |
19,872,698
+1,398,474
| +8% | +$212M |
|
48
Vanguard S&P 500 ETF
VOO
$722B
| $3.01B | 0.42% |
8,675,293
-26,893
| -0.3% | -$9.33M |
|
49
Lowe's Companies
LOW
$146B
| $2.98B | 0.42% |
17,059,037
-594,530
| -3% | -$104M |
|
|
50
iShares 7-10 Year Treasury Bond ETF
IEF
$35.6B
| $2.97B | 0.41% |
29,018,065
+13,811,962
| +91% | +$1.41B |
|