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 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.89B |
| 2 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
$1.45B |
| 3 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.34B |
| 4 |
Automatic Data Processing
ADP
|
$879M |
| 5 |
Electronic Arts
EA
|
$844M |
Top Sells
| 1 |
Broadcom
AVGO
|
$1.79B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.07B |
| 3 |
Meta Platforms (Facebook)
META
|
$856M |
| 4 |
Nike
NKE
|
$821M |
| 5 |
Union Pacific
UNP
|
$588M |
Sector Composition
| 1 | Financials | 14.03% |
| 2 | Technology | 13.34% |
| 3 | Healthcare | 11.07% |
| 4 | Consumer Discretionary | 8.93% |
| 5 | Industrials | 8.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $31.6B | 6.06% | 108,827,804 +2,832,436 | +3% | +$823M |
|
2
Microsoft
MSFT
$3.77T
| $10.3B | 1.97% | 89,732,003 +3,217,733 | +4% | +$368M |
|
3
Apple
AAPL
$3.45T
| $9.64B | 1.85% | 42,716,942 +1,354,393 | +3% | +$306M |
|
4
Amazon
AMZN
$2.44T
| $8.02B | 1.54% | 4,002,622 +29,227 | +0.7% | +$58.5M |
|
|
5
iShares MSCI EAFE ETF
EFA
$66B
| $7.48B | 1.43% | 109,955,903 -15,751,299 | -13% | -$1.07B |
|
6
UnitedHealth
UNH
$281B
| $5.32B | 1.02% | 19,993,288 -521,709 | -3% | -$139M |
|
7
Bank of America
BAC
$376B
| $4.94B | 0.95% | 167,533,329 -8,834,388 | -5% | -$260M |
|
8
Pfizer
PFE
$141B
| $4.92B | 0.94% | 111,750,992 +2,571,345 | +2% | +$113M |
|
9
Alphabet (Google) Class C
GOOG
$2.58T
| $4.78B | 0.92% | 4,003,584 -94,639 | -2% | -$113M |
|
10
iShares Core MSCI EAFE ETF
IEFA
$150B
| $4.49B | 0.86% | 70,004,756 -5,295,568 | -7% | -$339M |
|
|
11
Alphabet (Google) Class A
GOOGL
$2.57T
| $4.02B | 0.77% | 3,332,400 -68,084 | -2% | -$82.2M |
|
12
Visa
V
$683B
| $3.41B | 0.65% | 22,705,464 -428,756 | -2% | -$64.4M |
|
13
Johnson & Johnson
JNJ
$427B
| $3.39B | 0.65% | 24,569,333 +1,756,783 | +8% | +$243M |
|
14
Home Depot
HD
$405B
| $3.38B | 0.65% | 16,303,805 -1,773,530 | -10% | -$367M |
|
15
iShares Core S&P 500 ETF
IVV
$662B
| $3.19B | 0.61% | 10,907,729 -148,836 | -1% | -$43.6M |
|
16
Merck
MRK
$210B
| $3.12B | 0.6% | 43,976,047 -972,610 | -2% | -$69M |
|
17
NVIDIA
NVDA
$4.24T
| $3.03B | 0.58% | 10,777,801 +1,039,341 | +11% | +$292M |
|
18
Alibaba
BABA
$322B
| $2.95B | 0.57% | 17,927,202 +964,403 | +6% | +$159M |
|
19
Occidental Petroleum
OXY
$46.9B
| $2.8B | 0.54% | 34,113,641 -657,812 | -2% | -$54.1M |
|
20
NextEra Energy, Inc.
NEE
$148B
| $2.78B | 0.53% | 16,598,535 +1,733,592 | +12% | +$291M |
|
21
Wells Fargo
WFC
$263B
| $2.77B | 0.53% | 52,715,300 +1,659,713 | +3% | +$87.2M |
|
22
Citigroup
C
$178B
| $2.72B | 0.52% | 37,927,434 -5,934,797 | -14% | -$426M |
|
23
Netflix
NFLX
$513B
| $2.71B | 0.52% | 7,255,911 +2,188,724 | +43% | +$819M |
|
24
Texas Instruments
TXN
$184B
| $2.7B | 0.52% | 25,174,532 -1,506,126 | -6% | -$162M |
|
25
Salesforce
CRM
$245B
| $2.65B | 0.51% | 16,669,877 +762,789 | +5% | +$121M |
|