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
|
$7.49B |
| 2 |
NVIDIA
NVDA
|
$6.55B |
| 3 |
Apple
AAPL
|
$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.72B |
| 5 |
Walt Disney
DIS
|
$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.57B |
| 3 |
Linde
LIN
|
$1.98B |
| 4 |
UnitedHealth
UNH
|
$1.96B |
| 5 |
Union Pacific
UNP
|
$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Coca-Cola
KO
$297B
| $5.68B | 0.37% |
80,258,102
-12,827,383
| -14% | -$908M |
|
52
Morgan Stanley
MS
$238B
| $5.52B | 0.36% |
39,158,809
+579,045
| +2% | +$81.6M |
|
53
Arthur J. Gallagher & Co
AJG
$77.6B
| $5.44B | 0.36% |
17,008,328
-364,417
| -2% | -$117M |
|
54
Abbott
ABT
$229B
| $5.35B | 0.35% |
39,304,499
-619,338
| -2% | -$84.2M |
|
55
Vanguard Tax-Exempt Bond Index Fund
VTEB
$37.9B
| $5.3B | 0.35% |
108,048,493
+30,774,028
| +40% | +$1.51B |
|
56
Mercado Libre
MELI
$121B
| $5.21B | 0.34% |
1,994,445
+432,231
| +28% | +$1.13B |
|
57
Goldman Sachs
GS
$221B
| $4.97B | 0.33% |
7,027,701
-805,022
| -10% | -$570M |
|
58
NXP Semiconductors
NXPI
$58.7B
| $4.95B | 0.32% |
22,641,770
+283,348
| +1% | +$61.9M |
|
59
Salesforce
CRM
$242B
| $4.86B | 0.32% |
17,825,805
-5,292,071
| -23% | -$1.44B |
|
60
Stryker
SYK
$149B
| $4.84B | 0.32% |
12,228,473
-388,804
| -3% | -$154M |
|
61
Bristol-Myers Squibb
BMY
$96.5B
| $4.81B | 0.31% |
103,960,874
-4,091,630
| -4% | -$189M |
|
62
iShares MBS ETF
MBB
$40.7B
| $4.74B | 0.31% |
50,495,054
-259,620
| -0.5% | -$24.4M |
|
63
iShares S&P 500 Growth ETF
IVW
$62.5B
| $4.67B | 0.31% |
42,378,341
-1,430,903
| -3% | -$158M |
|
64
DoorDash
DASH
$104B
| $4.66B | 0.3% |
18,908,130
+706,261
| +4% | +$174M |
|
65
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54B
| $4.59B | 0.3% |
55,312,304
+3,404,271
| +7% | +$282M |
|
66
JPMorgan Global Select Equity ETF
JGLO
$7.18B
| $4.58B | 0.3% |
71,230,921
-6,955,574
| -9% | -$448M |
|
67
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $4.51B | 0.29% |
88,956,565
-11,157,843
| -11% | -$565M |
|
68
Fidelity National Information Services
FIS
$35.7B
| $4.46B | 0.29% |
54,783,378
+17,905,732
| +49% | +$1.46B |
|
69
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.2B
| $4.44B | 0.29% |
74,285,932
-3,172,584
| -4% | -$190M |
|
70
RTX Corp
RTX
$212B
| $4.37B | 0.29% |
29,953,791
+6,679,330
| +29% | +$975M |
|
71
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.43B
| $4.36B | 0.28% |
79,925,180
-390,378
| -0.5% | -$21.3M |
|
72
Baker Hughes
BKR
$44.7B
| $4.25B | 0.28% |
110,930,978
+12,950,537
| +13% | +$497M |
|
73
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.22B
| $4.24B | 0.28% |
59,920,846
-2,301,919
| -4% | -$163M |
|
|
74
Linde
LIN
$222B
| $4.23B | 0.28% |
9,017,828
-4,228,367
| -32% | -$1.98B |
|
75
PepsiCo
PEP
$206B
| $4.22B | 0.28% |
31,949,754
-3,456,912
| -10% | -$456M |
|