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 |
Broadcom
AVGO
|
$4.02B |
| 2 |
Walt Disney
DIS
|
$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$2.19B |
| 4 |
Walmart
WMT
|
$2.04B |
| 5 |
McDonald's
MCD
|
$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
ServiceNow
NOW
$187B
| $6.79B | 0.51% |
6,401,835
-49,068
| -0.8% | -$52M |
|
27
TSMC
TSM
$1.21T
| $6.69B | 0.5% |
33,854,059
-954,543
| -3% | -$189M |
|
28
Berkshire Hathaway Class B
BRK.B
$1.09T
| $6.59B | 0.49% |
14,529,442
+504,643
| +4% | +$229M |
|
29
Salesforce
CRM
$231B
| $6.44B | 0.48% |
19,247,776
+4,559,968
| +31% | +$1.52B |
|
30
Lowe's Companies
LOW
$148B
| $6.33B | 0.47% |
25,646,844
-648,363
| -2% | -$160M |
|
31
NextEra Energy, Inc.
NEE
$146B
| $5.98B | 0.45% |
83,355,519
+3,418,029
| +4% | +$245M |
|
32
Eaton
ETN
$135B
| $5.92B | 0.44% |
17,848,695
-1,089,896
| -6% | -$362M |
|
33
Coca-Cola
KO
$295B
| $5.83B | 0.43% |
93,632,920
+6,678,604
| +8% | +$416M |
|
34
Johnson & Johnson
JNJ
$428B
| $5.61B | 0.42% |
38,784,429
+4,426,425
| +13% | +$640M |
|
35
Bristol-Myers Squibb
BMY
$94.3B
| $5.43B | 0.4% |
96,023,212
+18,093,184
| +23% | +$1.02B |
|
36
Analog Devices
ADI
$120B
| $5.34B | 0.4% |
25,114,015
+3,582,537
| +17% | +$761M |
|
37
Honeywell
HON
$136B
| $5.31B | 0.4% |
23,497,331
+1,467,937
| +7% | +$332M |
|
38
Intuitive Surgical
ISRG
$161B
| $5.3B | 0.39% |
10,149,035
+150,417
| +2% | +$78.5M |
|
39
Trane Technologies
TT
$91.5B
| $5.29B | 0.39% |
14,314,109
-1,343,472
| -9% | -$496M |
|
40
Financial Select Sector SPDR Fund
XLF
$54B
| $5.27B | 0.39% |
108,948,920
-25,568,219
| -19% | -$1.24B |
|
41
JPMorgan BetaBuilders Canada ETF
BBCA
$8.69B
| $5.18B | 0.39% |
73,397,229
+1,447,400
| +2% | +$102M |
|
42
Morgan Stanley
MS
$238B
| $5.16B | 0.38% |
41,029,456
+35,555
| +0.1% | +$4.47M |
|
43
ConocoPhillips
COP
$120B
| $5.04B | 0.38% |
50,858,878
+3,669,649
| +8% | +$364M |
|
44
Regeneron Pharmaceuticals
REGN
$59.8B
| $5.03B | 0.37% |
7,059,371
-430,129
| -6% | -$306M |
|
|
45
Walmart
WMT
$806B
| $4.98B | 0.37% |
55,134,093
+22,532,875
| +69% | +$2.04B |
|
46
American Express
AXP
$229B
| $4.97B | 0.37% |
16,751,822
+1,110,104
| +7% | +$329M |
|
47
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $4.91B | 0.37% |
97,516,324
+23,971,471
| +33% | +$1.21B |
|
48
Intuit
INTU
$186B
| $4.85B | 0.36% |
7,721,587
-2,398,998
| -24% | -$1.51B |
|
49
iShares MBS ETF
MBB
$41B
| $4.74B | 0.35% |
51,720,881
+17,056,138
| +49% | +$1.56B |
|
50
PepsiCo
PEP
$201B
| $4.69B | 0.35% |
30,811,436
+5,729,522
| +23% | +$871M |
|