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 Intermediate-Term Corporate Bond ETF
VCIT
|
$3.65B |
| 2 |
Microsoft
MSFT
|
$2.99B |
| 3 |
Eli Lilly
LLY
|
$2.1B |
| 4 |
Broadcom
AVGO
|
$1.57B |
| 5 |
ServiceNow
NOW
|
$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Wells Fargo
WFC
$260B
| $5.6B | 0.54% |
113,840,509
+7,393,092
| +7% | +$364M |
|
27
Morgan Stanley
MS
$238B
| $5.59B | 0.54% |
59,940,044
+7,226,094
| +14% | +$674M |
|
28
Deere & Co
DE
$127B
| $5.48B | 0.53% |
13,693,146
+1,609,968
| +13% | +$644M |
|
29
Adobe
ADBE
$147B
| $5.35B | 0.51% |
8,970,230
+332,977
| +4% | +$199M |
|
30
Advanced Micro Devices
AMD
$265B
| $5.34B | 0.51% |
36,221,180
+411,313
| +1% | +$60.6M |
|
31
NextEra Energy, Inc.
NEE
$147B
| $5.34B | 0.51% |
87,835,740
+4,939,046
| +6% | +$300M |
|
32
Coca-Cola
KO
$295B
| $5.33B | 0.51% |
90,390,541
+3,885,073
| +4% | +$229M |
|
33
Uber
UBER
$197B
| $5.3B | 0.51% |
86,059,883
-1,984,959
| -2% | -$122M |
|
34
JPMorgan BetaBuilders Europe ETF
BBEU
$4.13B
| $5.12B | 0.49% |
90,394,154
+5,016,767
| +6% | +$284M |
|
35
Bank of America
BAC
$373B
| $5.02B | 0.48% |
149,049,745
+10,014,445
| +7% | +$337M |
|
36
JPMorgan BetaBuilders Canada ETF
BBCA
$8.67B
| $5.01B | 0.48% |
78,176,930
+728,950
| +0.9% | +$46.7M |
|
37
Prologis
PLD
$103B
| $4.89B | 0.47% |
36,719,204
+3,905,228
| +12% | +$521M |
|
38
McDonald's
MCD
$224B
| $4.87B | 0.47% |
16,429,741
+2,078,740
| +14% | +$616M |
|
|
39
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.2B
| $4.78B | 0.46% |
58,756,253
+44,848,688
| +322% | +$3.65B |
|
|
40
Vanguard S&P 500 ETF
VOO
$724B
| $4.74B | 0.45% |
10,852,026
-7,775,398
| -42% | -$3.4B |
|
41
Johnson & Johnson
JNJ
$427B
| $4.69B | 0.45% |
29,902,808
-1,505,399
| -5% | -$236M |
|
42
Bristol-Myers Squibb
BMY
$97.2B
| $4.62B | 0.44% |
90,048,274
-6,692,109
| -7% | -$343M |
|
43
Analog Devices
ADI
$122B
| $4.61B | 0.44% |
23,208,447
+411,931
| +2% | +$81.8M |
|
44
Financial Select Sector SPDR Fund
XLF
$53.5B
| $4.56B | 0.44% |
121,295,142
-10,511,769
| -8% | -$395M |
|
45
Netflix
NFLX
$515B
| $4.52B | 0.43% |
9,288,971
-226,390
| -2% | -$110M |
|
46
Vanguard Tax-Exempt Bond Index Fund
VTEB
$37.9B
| $4.41B | 0.42% |
86,382,971
+15,364,118
| +22% | +$784M |
|
47
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.23B
| $4.36B | 0.42% |
74,584,661
+756,758
| +1% | +$44.2M |
|
48
Comcast
CMCSA
$124B
| $4.31B | 0.41% |
98,265,952
+4,079,811
| +4% | +$179M |
|
49
TSMC
TSM
$1.2T
| $4.29B | 0.41% |
41,290,037
+2,028,575
| +5% | +$211M |
|
50
Trane Technologies
TT
$91.1B
| $4.22B | 0.41% |
17,313,197
+227,535
| +1% | +$55.5M |
|