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 Core MSCI Emerging Markets ETF
IEMG
|
$4.22B |
| 2 |
NextEra Energy, Inc.
NEE
|
$3.15B |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
$2.49B |
| 4 |
iShares TIPS Bond ETF
TIP
|
$1.55B |
| 5 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.45B |
| 3 |
Tesla
TSLA
|
$2.03B |
| 4 |
TSMC
TSM
|
$1.66B |
| 5 |
Texas Instruments
TXN
|
$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $24.7B | 3.63% | 66,108,350 -6,586,721 | -9% | -$2.46B |
|
2
Apple
AAPL
$3.45T
| $16.9B | 2.49% | 127,726,984 +3,153,737 | +3% | +$418M |
|
3
Microsoft
MSFT
$3.77T
| $16.6B | 2.43% | 74,413,655 +3,016,217 | +4% | +$671M |
|
4
Amazon
AMZN
$2.44T
| $12.9B | 1.9% | 3,968,210 +92,849 | +2% | +$302M |
|
5
Vanguard Total International Bond ETF
BNDX
$68.3B
| $6.72B | 0.99% | 114,750,694 -8,007,632 | -7% | -$469M |
|
|
6
Tesla
TSLA
$1.08T
| $5.98B | 0.88% | 8,468,716 -2,872,671 | -25% | -$2.03B |
|
7
Mastercard
MA
$538B
| $5.71B | 0.84% | 16,005,003 +582,434 | +4% | +$208M |
|
8
Alphabet (Google) Class A
GOOGL
$2.57T
| $5.5B | 0.81% | 3,137,289 +82,905 | +3% | +$145M |
|
9
Meta Platforms (Facebook)
META
$1.86T
| $5.31B | 0.78% | 19,429,309 +1,063,404 | +6% | +$290M |
|
|
10
TSMC
TSM
$1.2T
| $5.27B | 0.77% | 48,292,810 -15,234,374 | -24% | -$1.66B |
|
|
11
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $5.15B | 0.76% | 83,064,226 +68,011,624 | +452% | +$4.22B |
|
12
JPMorgan BetaBuilders Japan ETF
BBJP
$13.8B
| $5.07B | 0.75% | 181,103,988 +1,803,712 | +1% | +$50.5M |
|
|
13
Alphabet (Google) Class C
GOOG
$2.58T
| $4.89B | 0.72% | 2,789,377 +106,316 | +4% | +$186M |
|
14
UnitedHealth
UNH
$281B
| $4.81B | 0.71% | 13,703,133 -1,335,077 | -9% | -$468M |
|
15
Bristol-Myers Squibb
BMY
$96B
| $4.49B | 0.66% | 72,349,213 +5,988,179 | +9% | +$371M |
|
16
Analog Devices
ADI
$124B
| $4.46B | 0.66% | 30,187,414 +4,148,038 | +16% | +$613M |
|
17
PayPal
PYPL
$67.1B
| $4.4B | 0.65% | 18,772,985 -233,694 | -1% | -$54.7M |
|
|
18
NextEra Energy, Inc.
NEE
$148B
| $4.27B | 0.63% | 55,348,537 +40,836,157 | +281% | +$3.15B |
|
19
JPMorgan BetaBuilders Canada ETF
BBCA
$8.68B
| $3.94B | 0.58% | 146,745,116 +791,191 | +0.5% | +$21.2M |
|
|
20
Texas Instruments
TXN
$184B
| $3.89B | 0.57% | 23,708,254 -9,860,961 | -29% | -$1.62B |
|
21
Johnson & Johnson
JNJ
$427B
| $3.85B | 0.57% | 24,456,950 +901,495 | +4% | +$142M |
|
22
Norfolk Southern
NSC
$62.8B
| $3.79B | 0.56% | 15,970,452 +890,636 | +6% | +$212M |
|
23
Alibaba
BABA
$322B
| $3.78B | 0.55% | 16,220,979 -4,921,337 | -23% | -$1.15B |
|
24
Morgan Stanley
MS
$240B
| $3.66B | 0.54% | 53,346,741 +3,094,832 | +6% | +$212M |
|
25
Eli Lilly
LLY
$657B
| $3.63B | 0.53% | 21,516,644 +2,674,219 | +14% | +$452M |
|