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 |
Visa
V
|
$4.91B |
| 2 |
Walmart
WMT
|
$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
$3.75B |
| 4 |
Apple
AAPL
|
$3.5B |
| 5 |
Amazon
AMZN
|
$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
$1.42B |
| 2 |
Eli Lilly
LLY
|
$1.19B |
| 3 |
TSMC
TSM
|
$1.05B |
| 4 |
CSX Corp
CSX
|
$908M |
| 5 |
PayPal
PYPL
|
$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Otis Worldwide
OTIS
$33.9B
| $3.91B | 0.29% |
37,920,025
+2,396,134
| +7% | +$247M |
|
77
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.43B
| $3.91B | 0.29% |
80,315,558
+3,971,893
| +5% | +$193M |
|
78
Chevron
CVX
$326B
| $3.85B | 0.28% |
23,007,238
+1,646,156
| +8% | +$275M |
|
79
Vanguard Tax-Exempt Bond Index Fund
VTEB
$37.9B
| $3.83B | 0.28% |
77,274,465
-1,421,174
| -2% | -$70.5M |
|
80
Vertex Pharmaceuticals
VRTX
$100B
| $3.76B | 0.27% |
7,755,645
+1,442,538
| +23% | +$699M |
|
81
Regeneron Pharmaceuticals
REGN
$61.5B
| $3.59B | 0.26% |
5,658,197
-1,401,174
| -20% | -$889M |
|
82
AutoZone
AZO
$70.2B
| $3.57B | 0.26% |
936,401
+62,168
| +7% | +$237M |
|
|
83
Honeywell
HON
$138B
| $3.56B | 0.26% |
16,800,027
-6,697,304
| -29% | -$1.42B |
|
84
Comcast
CMCSA
$126B
| $3.48B | 0.25% |
94,257,817
+12,367,954
| +15% | +$456M |
|
85
Walt Disney
DIS
$213B
| $3.42B | 0.25% |
34,648,877
+6,140,938
| +22% | +$606M |
|
86
Costco
COST
$418B
| $3.41B | 0.25% |
3,610,063
+88,999
| +3% | +$84.2M |
|
87
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.87B
| $3.41B | 0.25% |
55,390,875
-3,913,663
| -7% | -$241M |
|
88
Fiserv
FI
$75.1B
| $3.39B | 0.25% |
15,354,767
+6,761,703
| +79% | +$1.49B |
|
89
iShares S&P 500 Value ETF
IVE
$40.9B
| $3.39B | 0.25% |
17,776,163
+922,557
| +5% | +$176M |
|
90
Medtronic
MDT
$120B
| $3.38B | 0.25% |
37,626,825
+3,201,226
| +9% | +$288M |
|
91
CME Group
CME
$96B
| $3.34B | 0.24% |
12,574,112
+1,780,700
| +16% | +$472M |
|
92
DoorDash
DASH
$105B
| $3.33B | 0.24% |
18,201,869
+2,609,946
| +17% | +$477M |
|
93
Vanguard Information Technology ETF
VGT
$98.6B
| $3.32B | 0.24% |
6,125,779
+359,822
| +6% | +$195M |
|
94
EOG Resources
EOG
$68.8B
| $3.32B | 0.24% |
25,864,035
+611,218
| +2% | +$78.4M |
|
95
Invesco QQQ Trust
QQQ
$361B
| $3.3B | 0.24% |
7,029,656
+1,660,789
| +31% | +$779M |
|
96
Spotify
SPOT
$142B
| $3.29B | 0.24% |
5,980,727
+74,768
| +1% | +$41.1M |
|
97
Boston Scientific
BSX
$156B
| $3.18B | 0.23% |
31,522,514
+5,278,861
| +20% | +$533M |
|
98
Howmet Aerospace
HWM
$70.2B
| $3.17B | 0.23% |
24,450,547
+4,252,401
| +21% | +$552M |
|
99
Yum! Brands
YUM
$40.8B
| $3.17B | 0.23% |
20,151,409
-2,841,359
| -12% | -$447M |
|
100
RTX Corp
RTX
$212B
| $3.08B | 0.23% |
23,274,461
+7,683,352
| +49% | +$1.02B |
|