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 S&P 500 ETF
VOO
|
$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4B |
| 4 |
Apple
AAPL
|
$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$2.49B |
| 2 |
S&P Global
SPGI
|
$2.41B |
| 3 |
Coca-Cola
KO
|
$1.76B |
| 4 |
Adobe
ADBE
|
$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Lowe's Companies
LOW
$145B
| $6.32B | 0.53% |
24,794,603
-683,258
| -3% | -$174M |
|
27
Financial Select Sector SPDR Fund
XLF
$53.7B
| $6.07B | 0.51% |
144,130,208
+22,835,066
| +19% | +$962M |
|
28
Netflix
NFLX
$516B
| $5.81B | 0.49% |
9,572,575
+283,604
| +3% | +$172M |
|
29
Vanguard Total Bond Market
BND
$133B
| $5.8B | 0.49% |
79,871,197
-16,466,845
| -17% | -$1.2B |
|
30
Deere & Co
DE
$129B
| $5.68B | 0.48% |
13,823,090
+129,944
| +0.9% | +$53.4M |
|
31
Salesforce
CRM
$242B
| $5.63B | 0.48% |
18,684,706
+5,363,993
| +40% | +$1.62B |
|
32
Bank of America
BAC
$373B
| $5.57B | 0.47% |
146,884,924
-2,164,821
| -1% | -$82.1M |
|
33
TSMC
TSM
$1.18T
| $5.56B | 0.47% |
40,870,809
-419,228
| -1% | -$57M |
|
34
NXP Semiconductors
NXPI
$59.2B
| $5.47B | 0.46% |
22,059,202
-4,292,030
| -16% | -$1.06B |
|
35
Uber
UBER
$194B
| $5.41B | 0.46% |
70,286,009
-15,773,874
| -18% | -$1.21B |
|
36
JPMorgan BetaBuilders Canada ETF
BBCA
$8.65B
| $5.36B | 0.45% |
80,164,588
+1,987,658
| +3% | +$133M |
|
37
Trane Technologies
TT
$92.5B
| $5.22B | 0.44% |
17,393,733
+80,536
| +0.5% | +$24.2M |
|
38
Analog Devices
ADI
$124B
| $5.08B | 0.43% |
25,702,951
+2,494,504
| +11% | +$493M |
|
39
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54B
| $5.04B | 0.43% |
62,648,363
+3,892,110
| +7% | +$313M |
|
40
Texas Instruments
TXN
$182B
| $5B | 0.42% |
28,706,603
+4,193,081
| +17% | +$730M |
|
41
Tesla
TSLA
$1.06T
| $4.96B | 0.42% |
28,192,606
-45,417
| -0.2% | -$7.98M |
|
42
Oracle
ORCL
$633B
| $4.95B | 0.42% |
39,375,095
+794,108
| +2% | +$99.7M |
|
43
NextEra Energy, Inc.
NEE
$150B
| $4.84B | 0.41% |
75,727,543
-12,108,197
| -14% | -$774M |
|
44
McDonald's
MCD
$225B
| $4.82B | 0.41% |
17,102,742
+673,001
| +4% | +$190M |
|
45
Bristol-Myers Squibb
BMY
$96.5B
| $4.82B | 0.41% |
88,814,123
-1,234,151
| -1% | -$66.9M |
|
46
Chevron
CVX
$326B
| $4.78B | 0.4% |
30,323,889
+4,624,852
| +18% | +$730M |
|
47
Johnson & Johnson
JNJ
$429B
| $4.78B | 0.4% |
30,212,165
+309,357
| +1% | +$48.9M |
|
48
Morgan Stanley
MS
$238B
| $4.73B | 0.4% |
50,279,626
-9,660,418
| -16% | -$910M |
|
49
Prologis
PLD
$103B
| $4.72B | 0.4% |
36,256,544
-462,660
| -1% | -$60.2M |
|
50
Progressive
PGR
$144B
| $4.42B | 0.37% |
21,380,973
-5,003,778
| -19% | -$1.03B |
|