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
|
$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
$3.21B |
| 5 |
Apple
AAPL
|
$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
$702M |
| 4 |
Nike
NKE
|
$702M |
| 5 |
Tesla
TSLA
|
$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Deere & Co
DE
$129B
| $5.03B | 0.55% |
12,408,554
-656,574
| -5% | -$266M |
|
27
Coca-Cola
KO
$297B
| $4.75B | 0.52% |
78,941,015
+4,309,360
| +6% | +$260M |
|
28
Regeneron Pharmaceuticals
REGN
$61.3B
| $4.7B | 0.51% |
6,543,987
+199,836
| +3% | +$144M |
|
29
JPMorgan BetaBuilders Canada ETF
BBCA
$8.65B
| $4.62B | 0.5% |
75,437,589
-2,915,918
| -4% | -$179M |
|
30
Financial Select Sector SPDR Fund
XLF
$53.7B
| $4.59B | 0.5% |
136,192,535
+38,000,549
| +39% | +$1.28B |
|
31
McDonald's
MCD
$225B
| $4.47B | 0.49% |
14,981,249
+384,245
| +3% | +$115M |
|
32
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.22B
| $4.44B | 0.48% |
77,774,664
+222,382
| +0.3% | +$12.7M |
|
33
Bank of America
BAC
$373B
| $4.29B | 0.47% |
149,382,081
+10,987,776
| +8% | +$315M |
|
34
iShares Core S&P 500 ETF
IVV
$657B
| $4.27B | 0.46% |
9,574,227
+251,875
| +3% | +$112M |
|
35
Morgan Stanley
MS
$238B
| $4.25B | 0.46% |
49,811,379
+1,526,046
| +3% | +$130M |
|
36
Intuit
INTU
$186B
| $4.23B | 0.46% |
9,225,009
-385,973
| -4% | -$177M |
|
37
Netflix
NFLX
$516B
| $4.23B | 0.46% |
9,594,129
+2,337,957
| +32% | +$1.03B |
|
38
S&P Global
SPGI
$167B
| $4.16B | 0.45% |
10,385,636
+1,220,298
| +13% | +$489M |
|
39
Prologis
PLD
$106B
| $4.06B | 0.44% |
33,142,368
-768,425
| -2% | -$94.2M |
|
40
Oracle
ORCL
$633B
| $4.06B | 0.44% |
34,102,445
+463,300
| +1% | +$55.2M |
|
41
Eaton
ETN
$134B
| $4.03B | 0.44% |
20,015,847
+704,775
| +4% | +$142M |
|
42
TSMC
TSM
$1.18T
| $4.01B | 0.44% |
39,728,920
+1,119,160
| +3% | +$113M |
|
43
Wells Fargo
WFC
$262B
| $3.97B | 0.43% |
93,101,940
+8,795,019
| +10% | +$375M |
|
44
United Parcel Service
UPS
$72.2B
| $3.97B | 0.43% |
22,139,549
+1,477,756
| +7% | +$265M |
|
45
Uber
UBER
$194B
| $3.93B | 0.43% |
90,930,990
+7,612,788
| +9% | +$329M |
|
46
Invesco QQQ Trust
QQQ
$361B
| $3.89B | 0.42% |
10,523,694
+2,341,531
| +29% | +$865M |
|
47
Analog Devices
ADI
$124B
| $3.87B | 0.42% |
19,863,863
-378,502
| -2% | -$73.7M |
|
48
Adobe
ADBE
$147B
| $3.85B | 0.42% |
7,866,451
+627,596
| +9% | +$307M |
|
49
iShares 7-10 Year Treasury Bond ETF
IEF
$35.4B
| $3.83B | 0.42% |
39,656,153
+3,141,257
| +9% | +$303M |
|
50
Comcast
CMCSA
$126B
| $3.8B | 0.41% |
91,465,024
+6,461,246
| +8% | +$268M |
|