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 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$936M |
| 5 |
HDFC Bank
HDB
|
$916M |
Top Sells
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $22.8B | 4.54% | 76,888,300 -10,350,727 | -12% | -$3.07B |
|
2
Microsoft
MSFT
$3.77T
| $12.5B | 2.49% | 90,073,337 -4,834,498 | -5% | -$672M |
|
3
Amazon
AMZN
$2.44T
| $7.03B | 1.4% | 4,049,793 -262,526 | -6% | -$456M |
|
4
Apple
AAPL
$3.45T
| $6.99B | 1.39% | 31,199,263 -679,495 | -2% | -$152M |
|
|
5
Vanguard Total International Bond ETF
BNDX
$68.3B
| $6.34B | 1.26% | 107,718,392 +33,001,163 | +44% | +$1.94B |
|
6
iShares MSCI EAFE ETF
EFA
$66B
| $5.37B | 1.07% | 82,343,391 -3,897,792 | -5% | -$254M |
|
7
Alphabet (Google) Class C
GOOG
$2.58T
| $4.48B | 0.89% | 3,678,943 -78,019 | -2% | -$95.1M |
|
8
Alibaba
BABA
$322B
| $4.21B | 0.84% | 25,164,911 +1,518,027 | +6% | +$254M |
|
|
9
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
| $4.01B | 0.8% | 35,650,856 +18,058,241 | +103% | +$2.03B |
|
|
10
Alphabet (Google) Class A
GOOGL
$2.57T
| $3.9B | 0.78% | 3,195,390 -235,388 | -7% | -$287M |
|
11
Mastercard
MA
$538B
| $3.77B | 0.75% | 13,889,963 -53,256 | -0.4% | -$14.5M |
|
12
Chevron
CVX
$324B
| $3.76B | 0.75% | 31,696,567 +2,463,142 | +8% | +$292M |
|
13
Bank of America
BAC
$376B
| $3.62B | 0.72% | 124,129,223 -11,849,388 | -9% | -$346M |
|
14
JPMorgan BetaBuilders Canada ETF
BBCA
$8.68B
| $3.61B | 0.72% | 144,332,025 +215,243 | +0.1% | +$5.39M |
|
15
Home Depot
HD
$405B
| $3.54B | 0.7% | 15,236,906 +211,829 | +1% | +$49.1M |
|
16
JPMorgan BetaBuilders Japan ETF
BBJP
$13.8B
| $3.48B | 0.69% | 146,683,335 +3,045,248 | +2% | +$72.3M |
|
17
Coca-Cola
KO
$297B
| $3.45B | 0.69% | 63,301,256 +782,700 | +1% | +$42.6M |
|
18
JPMorgan BetaBuilders Europe ETF
BBEU
$4.17B
| $3.43B | 0.68% | 145,845,663 -22,700,280 | -13% | -$534M |
|
19
UnitedHealth
UNH
$281B
| $3.36B | 0.67% | 15,483,575 +1,200,024 | +8% | +$261M |
|
20
TSMC
TSM
$1.2T
| $3.35B | 0.67% | 72,033,988 -4,087,492 | -5% | -$190M |
|
21
Pfizer
PFE
$141B
| $3.23B | 0.64% | 89,902,131 -19,838,497 | -18% | -$713M |
|
22
Merck
MRK
$210B
| $3.11B | 0.62% | 36,891,705 -3,579,349 | -9% | -$301M |
|
23
Comcast
CMCSA
$125B
| $3.1B | 0.62% | 68,743,287 -3,500,818 | -5% | -$158M |
|
24
iShares Core MSCI EAFE ETF
IEFA
$150B
| $3.07B | 0.61% | 50,349,064 +556,664 | +1% | +$34M |
|
25
Verizon
VZ
$186B
| $3.04B | 0.6% | 50,297,366 +2,953,155 | +6% | +$178M |
|