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 |
iShares Core S&P 500 ETF
IVV
|
$3.57B |
| 2 |
Amazon
AMZN
|
$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.47B |
| 4 |
Mastercard
MA
|
$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.44B |
| 2 |
Apple
AAPL
|
$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Johnson & Johnson
JNJ
$429B
| $4.89B | 0.54% |
31,408,207
-373,884
| -1% | -$58.2M |
|
27
Coca-Cola
KO
$297B
| $4.84B | 0.53% |
86,505,468
+7,564,453
| +10% | +$423M |
|
28
Intuit
INTU
$187B
| $4.81B | 0.53% |
9,421,910
+196,901
| +2% | +$101M |
|
29
NextEra Energy, Inc.
NEE
$148B
| $4.75B | 0.52% |
82,896,694
+7,536,067
| +10% | +$432M |
|
30
Deere & Co
DE
$127B
| $4.56B | 0.5% |
12,083,178
-325,376
| -3% | -$123M |
|
31
JPMorgan BetaBuilders Canada ETF
BBCA
$8.68B
| $4.5B | 0.5% |
77,447,980
+2,010,391
| +3% | +$117M |
|
32
Adobe
ADBE
$148B
| $4.4B | 0.49% |
8,637,253
+770,802
| +10% | +$393M |
|
33
Financial Select Sector SPDR Fund
XLF
$53.6B
| $4.37B | 0.48% |
131,806,911
-4,385,624
| -3% | -$145M |
|
34
Wells Fargo
WFC
$258B
| $4.35B | 0.48% |
106,447,417
+13,345,477
| +14% | +$545M |
|
|
35
JPMorgan BetaBuilders Europe ETF
BBEU
$4.13B
| $4.34B | 0.48% |
85,377,387
-36,206,477
| -30% | -$1.84B |
|
36
Morgan Stanley
MS
$237B
| $4.31B | 0.48% |
52,713,950
+2,902,571
| +6% | +$237M |
|
37
Progressive
PGR
$145B
| $4.29B | 0.47% |
30,762,909
+3,000,411
| +11% | +$418M |
|
|
38
iShares Core S&P Mid-Cap ETF
IJH
$99.4B
| $4.18B | 0.46% |
16,781,198
+9,906,690
| +144% | +$2.47B |
|
39
Comcast
CMCSA
$125B
| $4.18B | 0.46% |
94,186,141
+2,721,117
| +3% | +$121M |
|
40
Oracle
ORCL
$628B
| $4.11B | 0.45% |
38,837,617
+4,735,172
| +14% | +$502M |
|
41
Uber
UBER
$194B
| $4.05B | 0.45% |
88,044,842
-2,886,148
| -3% | -$133M |
|
42
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.23B
| $4.01B | 0.44% |
73,827,903
-3,946,761
| -5% | -$215M |
|
43
Analog Devices
ADI
$120B
| $3.99B | 0.44% |
22,796,516
+2,932,653
| +15% | +$513M |
|
44
Bank of America
BAC
$371B
| $3.81B | 0.42% |
139,035,300
-10,346,781
| -7% | -$283M |
|
45
McDonald's
MCD
$226B
| $3.78B | 0.42% |
14,351,001
-630,248
| -4% | -$166M |
|
46
EOG Resources
EOG
$65.8B
| $3.72B | 0.41% |
29,369,421
+2,516,516
| +9% | +$319M |
|
47
Chevron
CVX
$318B
| $3.71B | 0.41% |
22,023,968
+1,657,284
| +8% | +$279M |
|
48
Prologis
PLD
$103B
| $3.68B | 0.41% |
32,813,976
-328,392
| -1% | -$36.8M |
|
49
Advanced Micro Devices
AMD
$263B
| $3.68B | 0.41% |
35,809,867
+3,205,223
| +10% | +$330M |
|
50
Netflix
NFLX
$521B
| $3.59B | 0.4% |
9,515,361
-78,768
| -0.8% | -$29.7M |
|