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 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$3.65B |
| 2 |
Microsoft
MSFT
|
$2.99B |
| 3 |
Eli Lilly
LLY
|
$2.1B |
| 4 |
Broadcom
AVGO
|
$1.57B |
| 5 |
ServiceNow
NOW
|
$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Progressive
PGR
$144B
| $4.2B | 0.4% |
26,384,751
-4,378,158
| -14% | -$697M |
|
52
Texas Instruments
TXN
$181B
| $4.18B | 0.4% |
24,513,522
+2,576,524
| +12% | +$439M |
|
53
Oracle
ORCL
$631B
| $4.07B | 0.39% |
38,580,987
-256,630
| -0.7% | -$27.1M |
|
54
United Parcel Service
UPS
$72.4B
| $4.01B | 0.38% |
25,519,013
+2,614,128
| +11% | +$411M |
|
55
Chevron
CVX
$318B
| $3.83B | 0.37% |
25,699,037
+3,675,069
| +17% | +$548M |
|
56
Accenture
ACN
$157B
| $3.72B | 0.36% |
10,599,898
+743,791
| +8% | +$261M |
|
57
PepsiCo
PEP
$203B
| $3.66B | 0.35% |
21,568,999
+2,824,735
| +15% | +$480M |
|
58
Procter & Gamble
PG
$367B
| $3.63B | 0.35% |
24,790,247
+2,384,454
| +11% | +$349M |
|
59
Berkshire Hathaway Class B
BRK.B
$1.07T
| $3.62B | 0.35% |
10,147,921
+577,227
| +6% | +$206M |
|
60
Salesforce
CRM
$241B
| $3.51B | 0.34% |
13,320,713
-1,424,258
| -10% | -$375M |
|
61
EOG Resources
EOG
$66.8B
| $3.5B | 0.34% |
28,938,071
-431,350
| -1% | -$52.2M |
|
62
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.39B
| $3.49B | 0.33% |
70,429,884
-721,100
| -1% | -$35.7M |
|
63
S&P Global
SPGI
$165B
| $3.47B | 0.33% |
7,870,487
-1,829,237
| -19% | -$806M |
|
64
iShares S&P 500 Growth ETF
IVW
$63.2B
| $3.45B | 0.33% |
45,950,902
+2,583,228
| +6% | +$194M |
|
65
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.87B
| $3.43B | 0.33% |
60,199,487
+579,800
| +1% | +$33M |
|
66
Mercado Libre
MELI
$120B
| $3.37B | 0.32% |
2,144,971
-146,917
| -6% | -$231M |
|
67
Lam Research
LRCX
$123B
| $3.26B | 0.31% |
4,157,328
+96,390
| +2% | +$75.5M |
|
68
TJX Companies
TJX
$155B
| $3.25B | 0.31% |
34,648,065
+3,672,716
| +12% | +$345M |
|
69
Norfolk Southern
NSC
$62.5B
| $3.15B | 0.3% |
13,326,803
+528,080
| +4% | +$125M |
|
70
CME Group
CME
$96.2B
| $3.07B | 0.29% |
14,588,018
-3,137,809
| -18% | -$661M |
|
71
American Express
AXP
$228B
| $3.06B | 0.29% |
16,351,440
-1,107,123
| -6% | -$207M |
|
72
Home Depot
HD
$407B
| $3.06B | 0.29% |
8,816,260
+746,344
| +9% | +$259M |
|
73
US Bancorp
USB
$75.5B
| $3.02B | 0.29% |
69,794,110
+7,920,587
| +13% | +$343M |
|
74
Charles Schwab
SCHW
$175B
| $3.01B | 0.29% |
43,682,682
+8,798,121
| +25% | +$605M |
|
75
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $2.98B | 0.29% |
51,006,084
-5,264,676
| -9% | -$307M |
|