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 |
iShares Short Treasury Bond ETF
SHV
|
$3.85B |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.53B |
| 3 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
$1.22B |
| 4 |
Chevron
CVX
|
$1.1B |
| 5 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$985M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.64B |
| 2 |
DuPont de Nemours
DD
|
$1.47B |
| 3 |
Occidental Petroleum
OXY
|
$1.2B |
| 4 |
Merck
MRK
|
$954M |
| 5 |
Visa
V
|
$838M |
Sector Composition
| 1 | Technology | 13.66% |
| 2 | Financials | 13.19% |
| 3 | Healthcare | 9.98% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Industrials | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Prologis
PLD
$106B
| $1.82B | 0.36% | 22,884,625 +2,354,585 | +11% | +$187M |
|
52
Vanguard S&P 500 ETF
VOO
$726B
| $1.78B | 0.35% | 6,652,274 -230,325 | -3% | -$61.7M |
|
53
Automatic Data Processing
ADP
$123B
| $1.72B | 0.34% | 10,479,519 -59,681 | -0.6% | -$9.79M |
|
54
Cigna
CI
$80.3B
| $1.64B | 0.32% | 10,373,377 +1,375,634 | +15% | +$217M |
|
55
Thermo Fisher Scientific
TMO
$186B
| $1.61B | 0.32% | 5,483,104 +2,040,009 | +59% | +$599M |
|
56
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.6B | 0.31% | 7,538,589 -94,462 | -1% | -$20M |
|
57
PepsiCo
PEP
$204B
| $1.55B | 0.3% | 11,777,318 +657,864 | +6% | +$86.6M |
|
58
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $1.5B | 0.29% | 18,639,929 +245,109 | +1% | +$19.7M |
|
59
PNC Financial Services
PNC
$81.7B
| $1.49B | 0.29% | 11,091,707 +517,397 | +5% | +$69.7M |
|
60
Stanley Black & Decker
SWK
$11.5B
| $1.49B | 0.29% | 10,424,540 -962,067 | -8% | -$138M |
|
61
Mercado Libre
MELI
$125B
| $1.48B | 0.29% | 2,420,229 +431,167 | +22% | +$263M |
|
62
O'Reilly Automotive
ORLY
$88B
| $1.48B | 0.29% | 4,013,656 +513,886 | +15% | +$189M |
|
63
Ross Stores
ROST
$48.1B
| $1.43B | 0.28% | 14,236,702 -3,539,203 | -20% | -$356M |
|
64
iShares MSCI Japan ETF
EWJ
$15.3B
| $1.42B | 0.28% | 26,159,241 -4,358,820 | -14% | -$237M |
|
65
McDonald's
MCD
$224B
| $1.42B | 0.28% | 6,868,446 +1,118,619 | +19% | +$231M |
|
66
Boeing
BA
$177B
| $1.41B | 0.28% | 3,875,338 +198,582 | +5% | +$72.3M |
|
67
Diamondback Energy
FANG
$43.1B
| $1.4B | 0.27% | 13,044,797 -483,666 | -4% | -$52M |
|
68
Broadcom
AVGO
$1.4T
| $1.37B | 0.27% | 4,811,015 +595,595 | +14% | +$170M |
|
69
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.46B
| $1.34B | 0.26% | 50,958,974 +7,714,519 | +18% | +$203M |
|
70
ServiceNow
NOW
$190B
| $1.34B | 0.26% | 4,809,845 +195,176 | +4% | +$54.4M |
|
71
iShares MBS ETF
MBB
$41B
| $1.33B | 0.26% | 12,329,707 -99,719 | -0.8% | -$10.7M |
|
72
ConocoPhillips
COP
$124B
| $1.32B | 0.26% | 21,576,099 +2,781,765 | +15% | +$170M |
|
73
NVIDIA
NVDA
$4.24T
| $1.3B | 0.25% | 7,987,683 -1,274,945 | -14% | -$208M |
|
74
Mondelez International
MDLZ
$79.5B
| $1.3B | 0.25% | 23,988,555 -7,407,687 | -24% | -$401M |
|
75
Air Products & Chemicals
APD
$65.5B
| $1.27B | 0.25% | 5,675,954 +937,140 | +20% | +$209M |
|