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 |
Salesforce
CRM
|
$1.16B |
| 2 |
Broadcom
AVGO
|
$1.02B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$971M |
| 4 |
Verizon
VZ
|
$910M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$878M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.59B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.31B |
| 3 |
TWX
Time Warner Inc
TWX
|
$764M |
| 4 |
IBM
IBM
|
$705M |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$625M |
Sector Composition
| 1 | Financials | 14.86% |
| 2 | Technology | 13.42% |
| 3 | Healthcare | 10.29% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $28.8B | 5.91% | 105,995,368 -9,563,256 | -8% | -$2.59B |
|
2
Microsoft
MSFT
$3.77T
| $8.53B | 1.75% | 86,514,270 +2,885,045 | +3% | +$284M |
|
|
3
iShares MSCI EAFE ETF
EFA
$66B
| $8.42B | 1.73% | 125,707,202 -19,550,463 | -13% | -$1.31B |
|
4
Apple
AAPL
$3.45T
| $7.66B | 1.57% | 41,362,549 -1,573,036 | -4% | -$291M |
|
5
Amazon
AMZN
$2.44T
| $6.75B | 1.39% | 3,973,395 +54,609 | +1% | +$92.8M |
|
6
UnitedHealth
UNH
$281B
| $5.03B | 1.03% | 20,514,997 +569,983 | +3% | +$140M |
|
7
Bank of America
BAC
$376B
| $4.97B | 1.02% | 176,367,717 -5,773,378 | -3% | -$163M |
|
8
iShares Core MSCI EAFE ETF
IEFA
$150B
| $4.77B | 0.98% | 75,300,324 +1,085,435 | +1% | +$68.8M |
|
9
Alphabet (Google) Class C
GOOG
$2.58T
| $4.57B | 0.94% | 4,098,223 -76,724 | -2% | -$85.6M |
|
10
Pfizer
PFE
$141B
| $3.96B | 0.81% | 109,179,647 +7,177,657 | +7% | +$260M |
|
11
Meta Platforms (Facebook)
META
$1.86T
| $3.85B | 0.79% | 19,789,654 +959,754 | +5% | +$186M |
|
|
12
Alphabet (Google) Class A
GOOGL
$2.57T
| $3.84B | 0.79% | 3,400,484 +125,185 | +4% | +$141M |
|
13
Home Depot
HD
$405B
| $3.53B | 0.73% | 18,077,335 -1,968,268 | -10% | -$384M |
|
14
Alibaba
BABA
$322B
| $3.15B | 0.65% | 16,962,799 +746,344 | +5% | +$138M |
|
|
15
Broadcom
AVGO
$1.4T
| $3.07B | 0.63% | 12,644,554 +4,202,260 | +50% | +$1.02B |
|
16
Visa
V
$683B
| $3.06B | 0.63% | 23,134,220 +633,479 | +3% | +$83.9M |
|
17
iShares Core S&P 500 ETF
IVV
$662B
| $3.02B | 0.62% | 11,056,565 +109,102 | +1% | +$29.8M |
|
18
Texas Instruments
TXN
$184B
| $2.94B | 0.6% | 26,680,658 -752,234 | -3% | -$82.9M |
|
19
Citigroup
C
$178B
| $2.94B | 0.6% | 43,862,231 -2,903,582 | -6% | -$194M |
|
20
Occidental Petroleum
OXY
$46.9B
| $2.91B | 0.6% | 34,771,453 -2,144,186 | -6% | -$179M |
|
21
Wells Fargo
WFC
$263B
| $2.83B | 0.58% | 51,055,587 -1,926,996 | -4% | -$107M |
|
22
Johnson & Johnson
JNJ
$427B
| $2.77B | 0.57% | 22,812,550 -535,024 | -2% | -$64.9M |
|
23
Merck
MRK
$210B
| $2.73B | 0.56% | 44,948,657 +6,883,701 | +18% | +$418M |
|
24
iShares MSCI Japan ETF
EWJ
$15.3B
| $2.58B | 0.53% | 44,598,726 +936,793 | +2% | +$54.2M |
|
25
NextEra Energy, Inc.
NEE
$148B
| $2.48B | 0.51% | 14,864,943 +1,267,624 | +9% | +$212M |
|