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 |
Apple
AAPL
|
$5.25B |
| 2 |
Alphabet (Google) Class C
GOOG
|
$2.24B |
| 3 |
Microsoft
MSFT
|
$2.17B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$1.64B |
| 5 |
Broadcom
AVGO
|
$1.54B |
Top Sells
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$2.4B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.19B |
| 3 |
Progressive
PGR
|
$1.63B |
| 4 |
Adobe
ADBE
|
$1.62B |
| 5 |
Salesforce
CRM
|
$1.48B |
Sector Composition
| 1 | Technology | 25.26% |
| 2 | Healthcare | 9.71% |
| 3 | Consumer Discretionary | 9.24% |
| 4 | Financials | 9.04% |
| 5 | Industrials | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.08T
| $6.41B | 0.53% |
32,386,021
+4,193,415
| +15% | +$830M |
|
27
JPMorgan BetaBuilders Europe ETF
BBEU
$4.13B
| $6.35B | 0.52% |
107,928,441
+676,257
| +0.6% | +$39.8M |
|
28
Financial Select Sector SPDR Fund
XLF
$53.6B
| $6.29B | 0.52% |
152,951,880
+8,821,672
| +6% | +$363M |
|
29
Vanguard Total Bond Market
BND
$133B
| $6.08B | 0.5% |
84,349,689
+4,478,492
| +6% | +$323M |
|
30
NextEra Energy, Inc.
NEE
$148B
| $5.97B | 0.49% |
84,352,029
+8,624,486
| +11% | +$611M |
|
31
Bank of America
BAC
$371B
| $5.88B | 0.48% |
147,905,317
+1,020,393
| +0.7% | +$40.6M |
|
32
Analog Devices
ADI
$120B
| $5.86B | 0.48% |
25,661,682
-41,269
| -0.2% | -$9.42M |
|
33
Oracle
ORCL
$628B
| $5.65B | 0.46% |
39,989,809
+614,714
| +2% | +$86.8M |
|
34
Texas Instruments
TXN
$178B
| $5.64B | 0.46% |
28,987,906
+281,303
| +1% | +$54.7M |
|
35
Trane Technologies
TT
$90.9B
| $5.54B | 0.45% |
16,832,907
-560,826
| -3% | -$184M |
|
36
Lowe's Companies
LOW
$146B
| $5.5B | 0.45% |
24,960,086
+165,483
| +0.7% | +$36.5M |
|
37
JPMorgan BetaBuilders Canada ETF
BBCA
$8.68B
| $5.31B | 0.44% |
81,674,936
+1,510,348
| +2% | +$98.1M |
|
38
Uber
UBER
$194B
| $5.22B | 0.43% |
71,837,889
+1,551,880
| +2% | +$113M |
|
39
NXP Semiconductors
NXPI
$57.5B
| $5.05B | 0.41% |
18,765,936
-3,293,266
| -15% | -$886M |
|
40
ConocoPhillips
COP
$118B
| $5.05B | 0.41% |
44,120,388
-6,281,682
| -12% | -$718M |
|
41
Morgan Stanley
MS
$237B
| $4.82B | 0.4% |
49,595,731
-683,895
| -1% | -$66.5M |
|
42
McDonald's
MCD
$226B
| $4.69B | 0.38% |
18,390,185
+1,287,443
| +8% | +$328M |
|
43
Chevron
CVX
$318B
| $4.68B | 0.38% |
29,946,694
-377,195
| -1% | -$59M |
|
44
Lam Research
LRCX
$124B
| $4.65B | 0.38% |
4,366,650
-40,018
| -0.9% | -$42.6M |
|
45
iShares S&P 500 Growth ETF
IVW
$63.2B
| $4.41B | 0.36% |
47,661,628
+1,001,613
| +2% | +$92.7M |
|
46
Johnson & Johnson
JNJ
$429B
| $4.36B | 0.36% |
29,834,339
-377,826
| -1% | -$55.2M |
|
47
Coca-Cola
KO
$297B
| $4.32B | 0.35% |
67,862,458
+6,289,807
| +10% | +$400M |
|
48
Berkshire Hathaway Class B
BRK.B
$1.08T
| $4.32B | 0.35% |
10,615,212
+145,358
| +1% | +$59.1M |
|
49
ServiceNow
NOW
$191B
| $4.25B | 0.35% |
5,406,731
+171,591
| +3% | +$135M |
|
50
Deere & Co
DE
$127B
| $4.22B | 0.35% |
11,296,323
-2,526,767
| -18% | -$944M |
|