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 |
Microsoft
MSFT
|
$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
$3.21B |
| 5 |
Apple
AAPL
|
$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
$702M |
| 4 |
Nike
NKE
|
$702M |
| 5 |
Tesla
TSLA
|
$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
6251
Fidelity International Multifactor ETF
FDEV
$183M
| – | – |
-17
| Closed | – |
|
6252
Inspire Fidelis Multi Factor ETF
FDLS
$101M
| – | – |
-40
| Closed | -$1K |
|
6253
Fidelity Dividend ETF for Rising Rates
FDRR
$603M
| – | – |
-150
| Closed | -$6K |
|