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 Core S&P 500 ETF
IVV
|
$3.57B |
| 2 |
Amazon
AMZN
|
$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.47B |
| 4 |
Mastercard
MA
|
$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.44B |
| 2 |
Apple
AAPL
|
$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Broadcom
AVGO
$1.42T
| $3.59B | 0.4% |
4,321,005
+1,127,205
| +35% | +$936M |
|
52
United Parcel Service
UPS
$72.3B
| $3.57B | 0.39% |
22,904,885
+765,336
| +3% | +$119M |
|
53
CME Group
CME
$97.1B
| $3.55B | 0.39% |
17,725,827
+1,741,273
| +11% | +$349M |
|
54
S&P Global
SPGI
$165B
| $3.54B | 0.39% |
9,699,724
-685,912
| -7% | -$251M |
|
55
Texas Instruments
TXN
$178B
| $3.49B | 0.38% |
21,936,998
+2,337,097
| +12% | +$372M |
|
56
Trane Technologies
TT
$90.9B
| $3.47B | 0.38% |
17,085,662
+880,583
| +5% | +$179M |
|
57
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
| $3.42B | 0.38% |
71,018,853
+11,344,416
| +19% | +$546M |
|
58
TSMC
TSM
$1.2T
| $3.41B | 0.38% |
39,261,462
-467,458
| -1% | -$40.6M |
|
59
Berkshire Hathaway Class B
BRK.B
$1.08T
| $3.35B | 0.37% |
9,570,694
+33,683
| +0.4% | +$11.8M |
|
60
iShares 7-10 Year Treasury Bond ETF
IEF
$35.6B
| $3.32B | 0.37% |
36,254,662
-3,401,491
| -9% | -$312M |
|
61
Procter & Gamble
PG
$370B
| $3.27B | 0.36% |
22,405,793
-734,958
| -3% | -$107M |
|
62
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $3.24B | 0.36% |
56,270,760
+7,909,057
| +16% | +$456M |
|
63
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.39B
| $3.2B | 0.35% |
71,150,984
+836,658
| +1% | +$37.7M |
|
64
PepsiCo
PEP
$203B
| $3.18B | 0.35% |
18,744,264
+147,131
| +0.8% | +$24.9M |
|
65
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.89B
| $3.11B | 0.34% |
59,619,687
+1,467,174
| +3% | +$76.4M |
|
66
Accenture
ACN
$158B
| $3.03B | 0.33% |
9,856,107
+407,515
| +4% | +$125M |
|
67
Salesforce
CRM
$245B
| $2.99B | 0.33% |
14,744,971
+1,190,767
| +9% | +$241M |
|
68
iShares S&P 500 Growth ETF
IVW
$63.2B
| $2.97B | 0.33% |
43,367,674
+229,932
| +0.5% | +$15.7M |
|
69
Mercado Libre
MELI
$120B
| $2.91B | 0.32% |
2,291,888
-44,678
| -2% | -$56.6M |
|
70
TJX Companies
TJX
$155B
| $2.75B | 0.3% |
30,975,349
-2,845,912
| -8% | -$253M |
|
71
Philip Morris
PM
$254B
| $2.67B | 0.29% |
28,797,307
+184,909
| +0.6% | +$17.1M |
|
72
Air Products & Chemicals
APD
$64.8B
| $2.64B | 0.29% |
9,307,669
+315,548
| +4% | +$89.4M |
|
73
American Express
AXP
$225B
| $2.6B | 0.29% |
17,458,563
-610,475
| -3% | -$91.1M |
|
74
iShares S&P 500 Value ETF
IVE
$40.9B
| $2.6B | 0.29% |
16,885,019
-388,781
| -2% | -$59.8M |
|
75
RTX Corp
RTX
$212B
| $2.56B | 0.28% |
35,555,948
-2,598,634
| -7% | -$187M |
|