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 Developed Asia Pacific-ex Japan ETF
BBAX
|
$1.79B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.7B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.66B |
| 4 |
Deere & Co
DE
|
$1.52B |
| 5 |
Amazon
AMZN
|
$1.21B |
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$1.6B |
| 2 |
TSMC
TSM
|
$1.44B |
| 3 |
Tesla
TSLA
|
$1.37B |
| 4 |
Salesforce
CRM
|
$1.25B |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.05B |
Sector Composition
| 1 | Technology | 16.81% |
| 2 | Financials | 11.84% |
| 3 | Consumer Discretionary | 10.88% |
| 4 | Healthcare | 10.26% |
| 5 | Industrials | 8.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $25.8B | 3.44% | 65,005,440 -1,102,910 | -2% | -$437M |
|
2
Microsoft
MSFT
$3.77T
| $18.5B | 2.47% | 78,480,984 +4,067,329 | +5% | +$959M |
|
3
Apple
AAPL
$3.45T
| $15.6B | 2.08% | 127,421,274 -305,710 | -0.2% | -$37.3M |
|
|
4
Amazon
AMZN
$2.44T
| $13.5B | 1.8% | 4,360,019 +391,809 | +10% | +$1.21B |
|
|
5
Alphabet (Google) Class C
GOOG
$2.58T
| $7.43B | 0.99% | 3,594,116 +804,739 | +29% | +$1.66B |
|
6
Vanguard Total International Bond ETF
BNDX
$68.3B
| $7.31B | 0.98% | 127,893,353 +13,142,659 | +11% | +$751M |
|
|
7
JPMorgan BetaBuilders Japan ETF
BBJP
$13.8B
| $6.86B | 0.92% | 240,925,306 +59,821,318 | +33% | +$1.7B |
|
|
8
Alphabet (Google) Class A
GOOGL
$2.57T
| $6.86B | 0.92% | 3,326,476 +189,187 | +6% | +$390M |
|
9
Meta Platforms (Facebook)
META
$1.86T
| $6.39B | 0.85% | 21,709,534 +2,280,225 | +12% | +$672M |
|
10
Mastercard
MA
$538B
| $6.34B | 0.85% | 17,819,102 +1,814,099 | +11% | +$646M |
|
11
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $5.56B | 0.74% | 86,336,199 +3,271,973 | +4% | +$211M |
|
12
UnitedHealth
UNH
$281B
| $5.08B | 0.68% | 13,652,497 -50,636 | -0.4% | -$18.8M |
|
13
Analog Devices
ADI
$124B
| $4.92B | 0.66% | 31,711,486 +1,524,072 | +5% | +$236M |
|
14
Bristol-Myers Squibb
BMY
$96B
| $4.8B | 0.64% | 76,042,909 +3,693,696 | +5% | +$233M |
|
15
Norfolk Southern
NSC
$62.8B
| $4.62B | 0.62% | 17,189,551 +1,219,099 | +8% | +$327M |
|
16
NextEra Energy, Inc.
NEE
$148B
| $4.51B | 0.6% | 59,618,991 +4,270,454 | +8% | +$323M |
|
17
JPMorgan BetaBuilders Canada ETF
BBCA
$8.68B
| $4.46B | 0.6% | 150,896,756 +4,151,640 | +3% | +$123M |
|
18
Texas Instruments
TXN
$184B
| $4.33B | 0.58% | 22,902,753 -805,501 | -3% | -$152M |
|
|
19
Tesla
TSLA
$1.08T
| $4.29B | 0.57% | 6,422,809 -2,045,907 | -24% | -$1.37B |
|
|
20
TSMC
TSM
$1.2T
| $4.27B | 0.57% | 36,122,705 -12,170,105 | -25% | -$1.44B |
|
21
Morgan Stanley
MS
$240B
| $4.27B | 0.57% | 54,991,858 +1,645,117 | +3% | +$128M |
|
22
Johnson & Johnson
JNJ
$427B
| $4.24B | 0.57% | 25,808,796 +1,351,846 | +6% | +$222M |
|
23
Bank of America
BAC
$376B
| $4.09B | 0.55% | 105,784,304 +4,989,080 | +5% | +$193M |
|
24
JPMorgan BetaBuilders Europe ETF
BBEU
$4.17B
| $4.02B | 0.54% | 146,942,523 +38,072,930 | +35% | +$1.04B |
|
25
Comcast
CMCSA
$125B
| $3.84B | 0.51% | 71,030,273 +4,067,999 | +6% | +$220M |
|