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 | |
|---|---|---|---|---|---|---|
51
RTX Corp
RTX
$212B
| $3.74B | 0.41% |
38,154,582
+1,156,757
| +3% | +$113M |
|
52
Advanced Micro Devices
AMD
$263B
| $3.71B | 0.4% |
32,604,644
-3,563,157
| -10% | -$406M |
|
53
Progressive
PGR
$144B
| $3.67B | 0.4% |
27,762,498
+1,379,964
| +5% | +$183M |
|
54
Texas Instruments
TXN
$182B
| $3.53B | 0.38% |
19,599,901
-1,756,689
| -8% | -$316M |
|
55
Procter & Gamble
PG
$370B
| $3.51B | 0.38% |
23,140,751
+289,231
| +1% | +$43.9M |
|
56
PepsiCo
PEP
$206B
| $3.44B | 0.37% |
18,597,133
+1,654,189
| +10% | +$306M |
|
57
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.43B
| $3.36B | 0.37% |
70,314,326
-2,697,401
| -4% | -$129M |
|
58
Berkshire Hathaway Class B
BRK.B
$1.08T
| $3.25B | 0.35% |
9,537,011
+704,689
| +8% | +$240M |
|
59
Chevron
CVX
$326B
| $3.2B | 0.35% |
20,366,684
-426,051
| -2% | -$67M |
|
60
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.87B
| $3.19B | 0.35% |
58,152,513
+1,258,977
| +2% | +$69.1M |
|
61
American Express
AXP
$230B
| $3.15B | 0.34% |
18,069,038
+1,732,832
| +11% | +$302M |
|
62
Trane Technologies
TT
$92.5B
| $3.1B | 0.34% |
16,205,079
-1,748,414
| -10% | -$334M |
|
63
EOG Resources
EOG
$68.8B
| $3.07B | 0.33% |
26,852,905
+1,863,132
| +7% | +$213M |
|
64
iShares S&P 500 Growth ETF
IVW
$62.5B
| $3.04B | 0.33% |
43,137,742
-3,498,759
| -8% | -$247M |
|
65
Vanguard Tax-Exempt Bond Index Fund
VTEB
$37.9B
| $3B | 0.33% |
59,674,437
+1,671,150
| +3% | +$83.9M |
|
66
CME Group
CME
$96B
| $2.96B | 0.32% |
15,984,554
+885,721
| +6% | +$164M |
|
67
Accenture
ACN
$160B
| $2.92B | 0.32% |
9,448,592
+2,213,761
| +31% | +$683M |
|
68
TJX Companies
TJX
$152B
| $2.87B | 0.31% |
33,821,261
+4,296,274
| +15% | +$364M |
|
69
Salesforce
CRM
$242B
| $2.86B | 0.31% |
13,554,204
+1,867,929
| +16% | +$395M |
|
70
Norfolk Southern
NSC
$62.4B
| $2.81B | 0.31% |
12,385,268
+1,660,079
| +15% | +$376M |
|
71
Philip Morris
PM
$260B
| $2.79B | 0.3% |
28,612,398
+1,876,540
| +7% | +$183M |
|
72
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $2.79B | 0.3% |
48,361,703
+26,855,553
| +125% | +$1.55B |
|
73
iShares S&P 500 Value ETF
IVE
$40.9B
| $2.78B | 0.3% |
17,273,800
-1,105,267
| -6% | -$178M |
|
74
Merck
MRK
$214B
| $2.78B | 0.3% |
24,063,316
+4,350,744
| +22% | +$502M |
|
75
Broadcom
AVGO
$1.4T
| $2.77B | 0.3% |
3,193,800
+1,685,799
| +112% | +$1.46B |
|