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 |
Vanguard Short-Term Bond ETF
BSV
|
$5.56B |
| 2 |
NVIDIA
NVDA
|
$2.6B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.68B |
| 4 |
AbbVie
ABBV
|
$964M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$801M |
Top Sells
| 1 |
Apple
AAPL
|
$2.34B |
| 2 |
Amazon
AMZN
|
$1.76B |
| 3 |
GE Aerospace
GE
|
$1.28B |
| 4 |
Cigna
CI
|
$1.06B |
| 5 |
Morgan Stanley
MS
|
$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $28.3B | 3.5% | 65,960,344 +3,911,450 | +6% | +$1.68B |
|
2
Microsoft
MSFT
$3.77T
| $21.8B | 2.69% | 77,177,542 -3,708,282 | -5% | -$1.05B |
|
|
3
Apple
AAPL
$3.45T
| $17.6B | 2.17% | 124,093,652 -16,507,244 | -12% | -$2.34B |
|
|
4
Amazon
AMZN
$2.44T
| $13B | 1.61% | 3,955,844 -535,874 | -12% | -$1.76B |
|
5
Alphabet (Google) Class C
GOOG
$2.58T
| $9.77B | 1.21% | 3,665,199 -255,217 | -7% | -$680M |
|
6
Vanguard Total International Bond ETF
BNDX
$68.3B
| $8.31B | 1.03% | 145,850,355 +9,694,568 | +7% | +$552M |
|
|
7
Alphabet (Google) Class A
GOOGL
$2.57T
| $8.02B | 0.99% | 3,000,283 +23,705 | +0.8% | +$63.4M |
|
8
Meta Platforms (Facebook)
META
$1.86T
| $8.01B | 0.99% | 23,609,989 -2,797,667 | -11% | -$950M |
|
9
JPMorgan BetaBuilders Europe ETF
BBEU
$4.17B
| $7.92B | 0.98% | 138,767,936 +4,200,066 | +3% | +$240M |
|
10
JPMorgan BetaBuilders Japan ETF
BBJP
$13.8B
| $7.82B | 0.97% | 133,135,710 +6,892,176 | +5% | +$405M |
|
|
11
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $6.79B | 0.84% | 82,885,213 +67,806,734 | +450% | +$5.56B |
|
12
Mastercard
MA
$538B
| $6.28B | 0.78% | 18,055,507 -1,812,165 | -9% | -$630M |
|
13
UnitedHealth
UNH
$281B
| $5.89B | 0.73% | 15,066,921 +666,161 | +5% | +$260M |
|
14
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $5.45B | 0.67% | 88,223,429 +2,795,682 | +3% | +$173M |
|
15
Analog Devices
ADI
$124B
| $5.25B | 0.65% | 31,336,798 -2,007,871 | -6% | -$336M |
|
16
Tesla
TSLA
$1.08T
| $5.12B | 0.63% | 6,597,682 +350,830 | +6% | +$272M |
|
17
Bristol-Myers Squibb
BMY
$96B
| $5.06B | 0.63% | 85,577,227 +2,279,075 | +3% | +$135M |
|
18
JPMorgan BetaBuilders Canada ETF
BBCA
$8.68B
| $4.85B | 0.6% | 77,003,529 +57,589 | +0.1% | +$3.63M |
|
|
19
AbbVie
ABBV
$372B
| $4.73B | 0.59% | 43,893,358 +8,932,364 | +26% | +$964M |
|
20
iShares Core S&P 500 ETF
IVV
$662B
| $4.59B | 0.57% | 10,658,669 +1,755,101 | +20% | +$756M |
|
21
Bank of America
BAC
$376B
| $4.55B | 0.56% | 107,122,106 -949,246 | -0.9% | -$40.3M |
|
22
Sea Limited
SE
$110B
| $4.39B | 0.54% | 13,785,343 -1,048,862 | -7% | -$334M |
|
23
NextEra Energy, Inc.
NEE
$148B
| $4.36B | 0.54% | 55,543,176 -356,387 | -0.6% | -$28M |
|
24
Johnson & Johnson
JNJ
$427B
| $4.34B | 0.54% | 26,857,229 +1,210,425 | +5% | +$195M |
|
25
Deere & Co
DE
$129B
| $4.31B | 0.53% | 12,851,027 +814,617 | +7% | +$273M |
|