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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$3.18B |
| 3 |
Amazon
AMZN
|
$2.09B |
| 4 |
NVIDIA
NVDA
|
$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.33B |
| 3 |
UnitedHealth
UNH
|
$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.17B |
| 5 |
Automatic Data Processing
ADP
|
$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Lowe's Companies
LOW
$146B
| $4.28B | 0.52% |
21,427,906
+3,877,702
| +22% | +$775M |
|
27
Intuit
INTU
$187B
| $4.28B | 0.52% |
9,610,982
+2,362,272
| +33% | +$1.05B |
|
28
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.23B
| $4.27B | 0.52% |
77,552,282
+847,512
| +1% | +$46.7M |
|
29
Morgan Stanley
MS
$237B
| $4.24B | 0.52% |
48,285,333
+2,736,539
| +6% | +$240M |
|
30
Prologis
PLD
$103B
| $4.23B | 0.52% |
33,910,793
-1,168,681
| -3% | -$146M |
|
31
McDonald's
MCD
$226B
| $4.08B | 0.5% |
14,597,004
-310,407
| -2% | -$86.8M |
|
32
United Parcel Service
UPS
$72.3B
| $4.01B | 0.49% |
20,661,793
-3,376,484
| -14% | -$655M |
|
33
Analog Devices
ADI
$120B
| $3.99B | 0.49% |
20,242,365
+110,746
| +0.6% | +$21.8M |
|
34
Johnson & Johnson
JNJ
$429B
| $3.99B | 0.49% |
25,723,516
-5,938,961
| -19% | -$921M |
|
35
Texas Instruments
TXN
$178B
| $3.97B | 0.48% |
21,356,590
-113,444
| -0.5% | -$21.1M |
|
36
Bank of America
BAC
$371B
| $3.96B | 0.48% |
138,394,305
-3,366,600
| -2% | -$96.3M |
|
37
iShares Core S&P 500 ETF
IVV
$660B
| $3.83B | 0.47% |
9,322,352
-670,259
| -7% | -$276M |
|
38
Progressive
PGR
$145B
| $3.77B | 0.46% |
26,382,534
+254,125
| +1% | +$36.4M |
|
|
39
Eli Lilly
LLY
$661B
| $3.75B | 0.46% |
10,911,505
-5,108,156
| -32% | -$1.75B |
|
40
RTX Corp
RTX
$212B
| $3.62B | 0.44% |
36,997,825
+1,779,310
| +5% | +$174M |
|
41
iShares 7-10 Year Treasury Bond ETF
IEF
$35.6B
| $3.62B | 0.44% |
36,514,896
-5,362,093
| -13% | -$531M |
|
42
TSMC
TSM
$1.2T
| $3.59B | 0.44% |
38,609,760
+4,194,650
| +12% | +$390M |
|
43
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.39B
| $3.59B | 0.44% |
73,011,727
+244,555
| +0.3% | +$12M |
|
44
Advanced Micro Devices
AMD
$263B
| $3.54B | 0.43% |
36,167,801
-4,706,717
| -12% | -$461M |
|
45
Procter & Gamble
PG
$370B
| $3.4B | 0.41% |
22,851,520
+305,169
| +1% | +$45.4M |
|
46
Chevron
CVX
$318B
| $3.39B | 0.41% |
20,792,735
+2,255,887
| +12% | +$368M |
|
47
Vanguard S&P 500 ETF
VOO
$724B
| $3.33B | 0.41% |
8,867,795
-120,374
| -1% | -$45.3M |
|
48
Eaton
ETN
$134B
| $3.31B | 0.4% |
19,311,072
-2,069,049
| -10% | -$355M |
|
|
49
iShares Short Treasury Bond ETF
SHV
$20.7B
| $3.31B | 0.4% |
29,914,084
+28,812,227
| +2,615% | +$3.18B |
|
50
Trane Technologies
TT
$90.9B
| $3.3B | 0.4% |
17,953,493
-438,792
| -2% | -$80.7M |
|