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 S&P 500 ETF
VOO
|
$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4B |
| 4 |
Apple
AAPL
|
$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$2.49B |
| 2 |
S&P Global
SPGI
|
$2.41B |
| 3 |
Coca-Cola
KO
|
$1.76B |
| 4 |
Adobe
ADBE
|
$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.08T
| $4.4B | 0.37% |
10,469,854
+321,933
| +3% | +$135M |
|
52
Lam Research
LRCX
$123B
| $4.28B | 0.36% |
4,406,668
+249,340
| +6% | +$242M |
|
53
Procter & Gamble
PG
$370B
| $4.22B | 0.36% |
26,031,370
+1,241,123
| +5% | +$201M |
|
54
Comcast
CMCSA
$126B
| $4.22B | 0.36% |
97,396,921
-869,031
| -0.9% | -$37.7M |
|
|
55
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.2B
| $4.05B | 0.34% |
69,096,284
+52,754,036
| +323% | +$3.09B |
|
56
ServiceNow
NOW
$189B
| $3.99B | 0.34% |
5,235,140
+1,174,627
| +29% | +$896M |
|
57
EOG Resources
EOG
$68.8B
| $3.95B | 0.33% |
30,924,521
+1,986,450
| +7% | +$254M |
|
58
iShares S&P 500 Growth ETF
IVW
$62.5B
| $3.94B | 0.33% |
46,660,015
+709,113
| +2% | +$59.9M |
|
59
AutoZone
AZO
$70.2B
| $3.93B | 0.33% |
1,246,639
+413,515
| +50% | +$1.3B |
|
60
Vanguard Tax-Exempt Bond Index Fund
VTEB
$37.9B
| $3.9B | 0.33% |
77,011,697
-9,371,274
| -11% | -$474M |
|
61
United Parcel Service
UPS
$72.2B
| $3.85B | 0.33% |
25,936,272
+417,259
| +2% | +$62M |
|
62
PepsiCo
PEP
$206B
| $3.78B | 0.32% |
21,574,668
+5,669
| +0% | +$992K |
|
63
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.22B
| $3.77B | 0.32% |
60,271,449
-14,313,212
| -19% | -$896M |
|
64
Accenture
ACN
$160B
| $3.77B | 0.32% |
10,876,711
+276,813
| +3% | +$95.9M |
|
|
65
Coca-Cola
KO
$297B
| $3.77B | 0.32% |
61,572,651
-28,817,890
| -32% | -$1.76B |
|
66
Mondelez International
MDLZ
$80B
| $3.72B | 0.31% |
53,153,860
+16,774,642
| +46% | +$1.17B |
|
67
TJX Companies
TJX
$154B
| $3.72B | 0.31% |
36,682,656
+2,034,591
| +6% | +$206M |
|
68
American Express
AXP
$230B
| $3.67B | 0.31% |
16,110,223
-241,217
| -1% | -$54.9M |
|
69
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.43B
| $3.61B | 0.31% |
75,025,791
+4,595,907
| +7% | +$221M |
|
70
Linde
LIN
$222B
| $3.54B | 0.3% |
7,625,029
+771,678
| +11% | +$358M |
|
71
Merck
MRK
$214B
| $3.52B | 0.3% |
26,660,917
+764,399
| +3% | +$101M |
|
72
Booking.com
BKNG
$181B
| $3.5B | 0.3% |
965,883
+275,432
| +40% | +$999M |
|
73
Honeywell
HON
$138B
| $3.39B | 0.29% |
16,519,719
+4,931,508
| +43% | +$1.01B |
|
74
Chipotle Mexican Grill
CMG
$56B
| $3.36B | 0.28% |
1,154,322
-50,519
| -4% | -$147M |
|
75
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.87B
| $3.32B | 0.28% |
55,242,289
-4,957,198
| -8% | -$298M |
|