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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$3.18B |
| 3 |
Amazon
AMZN
|
$2.09B |
| 4 |
NVIDIA
NVDA
|
$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.33B |
| 3 |
UnitedHealth
UNH
|
$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.17B |
| 5 |
Automatic Data Processing
ADP
|
$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Comcast
CMCSA
$125B
| $3.22B | 0.39% |
85,003,778
+3,975,219
| +5% | +$151M |
|
52
S&P Global
SPGI
$164B
| $3.16B | 0.38% |
9,165,338
+532,018
| +6% | +$183M |
|
53
Financial Select Sector SPDR Fund
XLF
$53.4B
| $3.16B | 0.38% |
98,191,986
+59,026,643
| +151% | +$1.9B |
|
54
Wells Fargo
WFC
$257B
| $3.15B | 0.38% |
84,306,921
+8,134,984
| +11% | +$304M |
|
55
Oracle
ORCL
$623B
| $3.13B | 0.38% |
33,639,145
+5,176,606
| +18% | +$481M |
|
56
Thermo Fisher Scientific
TMO
$183B
| $3.1B | 0.38% |
5,380,918
+202,442
| +4% | +$117M |
|
57
PepsiCo
PEP
$203B
| $3.09B | 0.38% |
16,942,944
+680,978
| +4% | +$124M |
|
58
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.87B
| $3.06B | 0.37% |
56,893,536
+6,003,966
| +12% | +$323M |
|
59
iShares S&P 500 Growth ETF
IVW
$62.8B
| $2.98B | 0.36% |
46,636,501
-6,005,495
| -11% | -$384M |
|
60
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
| $2.94B | 0.36% |
58,003,287
-2,922,481
| -5% | -$148M |
|
61
Mercado Libre
MELI
$120B
| $2.94B | 0.36% |
2,228,929
+496,141
| +29% | +$654M |
|
62
CME Group
CME
$96.5B
| $2.89B | 0.35% |
15,098,833
+2,155,885
| +17% | +$413M |
|
63
EOG Resources
EOG
$65.9B
| $2.86B | 0.35% |
24,989,773
+3,339,118
| +15% | +$383M |
|
64
Adobe
ADBE
$147B
| $2.79B | 0.34% |
7,238,855
+3,337,399
| +86% | +$1.29B |
|
65
iShares S&P 500 Value ETF
IVE
$40.8B
| $2.79B | 0.34% |
18,379,067
-3,154,992
| -15% | -$479M |
|
66
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.73B | 0.33% |
8,832,322
-267,708
| -3% | -$82.7M |
|
67
Home Depot
HD
$405B
| $2.71B | 0.33% |
9,173,121
+435,225
| +5% | +$128M |
|
68
American Express
AXP
$224B
| $2.69B | 0.33% |
16,336,206
-152,407
| -0.9% | -$25.1M |
|
69
AutoZone
AZO
$70.1B
| $2.68B | 0.33% |
1,089,893
-114,258
| -9% | -$281M |
|
70
Uber
UBER
$194B
| $2.64B | 0.32% |
83,318,202
+31,521,986
| +61% | +$999M |
|
71
Invesco QQQ Trust
QQQ
$362B
| $2.63B | 0.32% |
8,182,163
+3,881,366
| +90% | +$1.25B |
|
72
Philip Morris
PM
$252B
| $2.6B | 0.32% |
26,735,858
-663,843
| -2% | -$64.6M |
|
73
PPG Industries
PPG
$24.7B
| $2.54B | 0.31% |
19,028,515
+1,185,356
| +7% | +$158M |
|
74
Netflix
NFLX
$516B
| $2.51B | 0.31% |
7,256,172
+3,437,964
| +90% | +$1.19B |
|
75
Nike
NKE
$110B
| $2.4B | 0.29% |
19,603,960
-1,454,608
| -7% | -$178M |
|