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 |
McDonald's
MCD
|
$2.43B |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.34B |
| 3 |
Microsoft
MSFT
|
$2.08B |
| 4 |
NVIDIA
NVDA
|
$1.99B |
| 5 |
Goldman Sachs
GS
|
$1.62B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$2.99B |
| 2 |
Broadcom
AVGO
|
$2.02B |
| 3 |
TSMC
TSM
|
$1.21B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.18B |
| 5 |
Danaher
DHR
|
$1.12B |
Sector Composition
| 1 | Technology | 23.79% |
| 2 | Healthcare | 9.72% |
| 3 | Consumer Discretionary | 9.7% |
| 4 | Financials | 9.58% |
| 5 | Industrials | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
AutoZone
AZO
$70.1B
| $4.29B | 0.33% |
1,361,111
+30,187
| +2% | +$95.1M |
|
52
Morgan Stanley
MS
$237B
| $4.27B | 0.32% |
40,993,901
-8,601,830
| -17% | -$897M |
|
53
PepsiCo
PEP
$203B
| $4.27B | 0.32% |
25,081,914
+4,225,646
| +20% | +$719M |
|
54
Procter & Gamble
PG
$370B
| $4.26B | 0.32% |
24,581,734
-676,863
| -3% | -$117M |
|
55
American Express
AXP
$225B
| $4.24B | 0.32% |
15,641,718
-698,227
| -4% | -$189M |
|
56
iShares S&P 500 Growth ETF
IVW
$63.2B
| $4.22B | 0.32% |
44,113,517
-3,548,111
| -7% | -$340M |
|
57
Linde
LIN
$221B
| $4.18B | 0.32% |
8,768,736
+618,036
| +8% | +$295M |
|
58
Thermo Fisher Scientific
TMO
$183B
| $4.09B | 0.31% |
6,606,909
+982,760
| +17% | +$608M |
|
59
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.39B
| $4.07B | 0.31% |
75,349,592
-2,982,922
| -4% | -$161M |
|
60
Deere & Co
DE
$127B
| $4.05B | 0.31% |
9,700,139
-1,596,184
| -14% | -$666M |
|
61
Bristol-Myers Squibb
BMY
$96.7B
| $4.03B | 0.31% |
77,930,028
+3,300,102
| +4% | +$171M |
|
62
Salesforce
CRM
$245B
| $4.02B | 0.31% |
14,687,808
+1,757,968
| +14% | +$481M |
|
63
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.23B
| $3.97B | 0.3% |
60,103,798
-235,259
| -0.4% | -$15.5M |
|
64
Chevron
CVX
$318B
| $3.96B | 0.3% |
26,917,090
-3,029,604
| -10% | -$446M |
|
65
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.2B
| $3.95B | 0.3% |
47,196,763
+1,165,222
| +3% | +$97.6M |
|
66
Stryker
SYK
$149B
| $3.91B | 0.3% |
10,820,528
-399,699
| -4% | -$144M |
|
67
Booking.com
BKNG
$181B
| $3.9B | 0.3% |
926,822
-120,896
| -12% | -$509M |
|
68
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
| $3.82B | 0.29% |
74,673,601
-70,527
| -0.1% | -$3.61M |
|
69
Prologis
PLD
$103B
| $3.78B | 0.29% |
29,903,350
-4,283,134
| -13% | -$541M |
|
70
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $3.73B | 0.28% |
73,544,853
+15,245,816
| +26% | +$774M |
|
71
Comcast
CMCSA
$125B
| $3.72B | 0.28% |
89,100,549
+2,690,436
| +3% | +$112M |
|
|
72
Advanced Micro Devices
AMD
$263B
| $3.6B | 0.27% |
21,940,155
-18,223,966
| -45% | -$2.99B |
|
73
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.89B
| $3.53B | 0.27% |
56,008,388
+3,256,087
| +6% | +$205M |
|
74
Micron Technology
MU
$133B
| $3.53B | 0.27% |
34,004,060
+10,544,298
| +45% | +$1.09B |
|
75
Lam Research
LRCX
$124B
| $3.48B | 0.26% |
4,261,558
-105,092
| -2% | -$85.8M |
|