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 |
Visa
V
|
$4.91B |
| 2 |
Walmart
WMT
|
$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
$3.75B |
| 4 |
Apple
AAPL
|
$3.5B |
| 5 |
Amazon
AMZN
|
$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
$1.42B |
| 2 |
Eli Lilly
LLY
|
$1.19B |
| 3 |
TSMC
TSM
|
$1.05B |
| 4 |
CSX Corp
CSX
|
$908M |
| 5 |
PayPal
PYPL
|
$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Total Bond Market
BND
$134B
| $7.58B | 0.55% |
103,233,592
+4,139,203
| +4% | +$304M |
|
27
JPMorgan BetaBuilders Japan ETF
BBJP
$13.7B
| $7.51B | 0.55% |
133,819,521
+3,471,766
| +3% | +$195M |
|
28
Financial Select Sector SPDR Fund
XLF
$53.4B
| $7.47B | 0.55% |
150,005,730
+41,056,810
| +38% | +$2.05B |
|
29
Bank of America
BAC
$369B
| $6.9B | 0.5% |
165,290,019
-4,593,537
| -3% | -$192M |
|
30
Coca-Cola
KO
$294B
| $6.67B | 0.49% |
93,085,485
-547,435
| -0.6% | -$39.2M |
|
31
Bristol-Myers Squibb
BMY
$96.7B
| $6.59B | 0.48% |
108,052,504
+12,029,292
| +13% | +$734M |
|
32
NextEra Energy, Inc.
NEE
$148B
| $6.53B | 0.48% |
92,069,237
+8,713,718
| +10% | +$618M |
|
33
Lowe's Companies
LOW
$146B
| $6.46B | 0.47% |
27,712,890
+2,066,046
| +8% | +$482M |
|
34
Salesforce
CRM
$243B
| $6.2B | 0.45% |
23,117,876
+3,870,100
| +20% | +$1.04B |
|
35
Linde
LIN
$222B
| $6.17B | 0.45% |
13,246,195
+3,645,212
| +38% | +$1.7B |
|
36
Oracle
ORCL
$624B
| $6.02B | 0.44% |
43,033,191
-2,272,980
| -5% | -$318M |
|
37
Arthur J. Gallagher & Co
AJG
$78.1B
| $6B | 0.44% |
17,372,745
+4,815,207
| +38% | +$1.66B |
|
38
Eaton
ETN
$133B
| $5.97B | 0.44% |
21,950,239
+4,101,544
| +23% | +$1.11B |
|
39
Philip Morris
PM
$252B
| $5.85B | 0.43% |
36,852,825
+12,128,317
| +49% | +$1.93B |
|
40
Southern Company
SO
$101B
| $5.85B | 0.43% |
63,584,936
+7,777,361
| +14% | +$715M |
|
41
ServiceNow
NOW
$189B
| $5.73B | 0.42% |
7,192,895
+791,060
| +12% | +$630M |
|
42
JPMorgan BetaBuilders Canada ETF
BBCA
$8.67B
| $5.47B | 0.4% |
76,406,547
+3,009,318
| +4% | +$215M |
|
43
Intuit
INTU
$184B
| $5.44B | 0.4% |
8,855,622
+1,134,035
| +15% | +$696M |
|
44
ConocoPhillips
COP
$119B
| $5.31B | 0.39% |
50,592,799
-266,079
| -0.5% | -$27.9M |
|
45
PepsiCo
PEP
$203B
| $5.31B | 0.39% |
35,406,666
+4,595,230
| +15% | +$689M |
|
46
Trane Technologies
TT
$90.2B
| $5.3B | 0.39% |
15,722,530
+1,408,421
| +10% | +$475M |
|
47
Abbott
ABT
$228B
| $5.3B | 0.39% |
39,923,837
+4,743,319
| +13% | +$629M |
|
48
IBM
IBM
$226B
| $5.15B | 0.38% |
20,725,897
+7,568,066
| +58% | +$1.88B |
|
49
Progressive
PGR
$144B
| $5.1B | 0.37% |
18,036,296
+2,357,486
| +15% | +$667M |
|
50
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $5.07B | 0.37% |
100,114,408
+2,598,084
| +3% | +$132M |
|