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 |
McDonald's
MCD
|
$2.43B |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.34B |
| 3 |
Microsoft
MSFT
|
$2.08B |
| 4 |
NVIDIA
NVDA
|
$1.99B |
| 5 |
Goldman Sachs
GS
|
$1.62B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$2.99B |
| 2 |
Broadcom
AVGO
|
$2.02B |
| 3 |
TSMC
TSM
|
$1.21B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.18B |
| 5 |
Danaher
DHR
|
$1.12B |
Sector Composition
| 1 | Technology | 23.79% |
| 2 | Healthcare | 9.72% |
| 3 | Consumer Discretionary | 9.7% |
| 4 | Financials | 9.58% |
| 5 | Industrials | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Netflix
NFLX
$521B
| $6.69B | 0.51% |
9,432,029
-279,747
| -3% | -$198M |
|
27
Vanguard Total Bond Market
BND
$133B
| $6.69B | 0.51% |
89,037,239
+4,687,550
| +6% | +$352M |
|
28
Berkshire Hathaway Class B
BRK.B
$1.08T
| $6.46B | 0.49% |
14,024,799
+3,409,587
| +32% | +$1.57B |
|
29
Intuit
INTU
$187B
| $6.28B | 0.48% |
10,120,585
+182,497
| +2% | +$113M |
|
30
Eaton
ETN
$134B
| $6.28B | 0.48% |
18,938,591
-3,072,873
| -14% | -$1.02B |
|
31
Coca-Cola
KO
$297B
| $6.25B | 0.47% |
86,954,316
+19,091,858
| +28% | +$1.37B |
|
32
Financial Select Sector SPDR Fund
XLF
$53.6B
| $6.1B | 0.46% |
134,517,139
-18,434,741
| -12% | -$835M |
|
33
Trane Technologies
TT
$90.9B
| $6.09B | 0.46% |
15,657,581
-1,175,326
| -7% | -$457M |
|
|
34
TSMC
TSM
$1.2T
| $6.05B | 0.46% |
34,808,602
-6,949,200
| -17% | -$1.21B |
|
35
Bank of America
BAC
$371B
| $5.93B | 0.45% |
149,403,848
+1,498,531
| +1% | +$59.5M |
|
36
ServiceNow
NOW
$191B
| $5.77B | 0.44% |
6,450,903
+1,044,172
| +19% | +$934M |
|
37
Texas Instruments
TXN
$178B
| $5.74B | 0.44% |
27,785,010
-1,202,896
| -4% | -$248M |
|
38
Johnson & Johnson
JNJ
$429B
| $5.57B | 0.42% |
34,358,004
+4,523,665
| +15% | +$733M |
|
|
39
JPMorgan BetaBuilders Europe ETF
BBEU
$4.13B
| $5.55B | 0.42% |
89,048,744
-18,879,697
| -17% | -$1.18B |
|
40
JPMorgan BetaBuilders Canada ETF
BBCA
$8.68B
| $5.2B | 0.4% |
71,949,829
-9,725,107
| -12% | -$703M |
|
41
ConocoPhillips
COP
$118B
| $4.97B | 0.38% |
47,189,229
+3,068,841
| +7% | +$323M |
|
42
Analog Devices
ADI
$120B
| $4.96B | 0.38% |
21,531,478
-4,130,204
| -16% | -$951M |
|
43
NXP Semiconductors
NXPI
$57.5B
| $4.95B | 0.38% |
20,617,894
+1,851,958
| +10% | +$444M |
|
44
Southern Company
SO
$101B
| $4.94B | 0.38% |
54,724,725
+14,805,400
| +37% | +$1.34B |
|
45
Intuitive Surgical
ISRG
$158B
| $4.91B | 0.37% |
9,998,618
+1,076,519
| +12% | +$529M |
|
46
Uber
UBER
$194B
| $4.63B | 0.35% |
61,664,992
-10,172,897
| -14% | -$765M |
|
47
Honeywell
HON
$136B
| $4.55B | 0.35% |
22,029,394
+2,881,081
| +15% | +$596M |
|
48
Mondelez International
MDLZ
$79.3B
| $4.49B | 0.34% |
60,990,889
+1,148,802
| +2% | +$84.6M |
|
49
Home Depot
HD
$406B
| $4.42B | 0.34% |
10,918,459
+2,162,567
| +25% | +$876M |
|
50
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.2B
| $4.33B | 0.33% |
71,703,173
+313,398
| +0.4% | +$18.9M |
|