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 |
Microsoft
MSFT
|
$2.27B |
| 2 |
Amazon
AMZN
|
$2.16B |
| 3 |
Intuitive Surgical
ISRG
|
$1.47B |
| 4 |
Tesla
TSLA
|
$1.15B |
| 5 |
NXP Semiconductors
NXPI
|
$1.12B |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.27B |
| 5 |
PayPal
PYPL
|
$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $29B | 3.35% | 61,055,667 -4,904,677 | -7% | -$2.33B |
|
|
2
Microsoft
MSFT
$3.77T
| $28.2B | 3.26% | 83,916,972 +6,739,430 | +9% | +$2.27B |
|
3
Apple
AAPL
$3.45T
| $22.1B | 2.56% | 124,648,979 +555,327 | +0.4% | +$98.6M |
|
|
4
Amazon
AMZN
$2.44T
| $15.3B | 1.77% | 4,602,792 +646,948 | +16% | +$2.16B |
|
5
Alphabet (Google) Class C
GOOG
$2.58T
| $10.9B | 1.25% | 3,752,343 +87,144 | +2% | +$252M |
|
6
JPMorgan BetaBuilders Europe ETF
BBEU
$4.17B
| $8.9B | 1.03% | 148,922,937 +10,155,001 | +7% | +$607M |
|
7
Vanguard Total International Bond ETF
BNDX
$68.3B
| $8.35B | 0.96% | 151,448,211 +5,597,856 | +4% | +$309M |
|
|
8
Tesla
TSLA
$1.08T
| $8.13B | 0.94% | 7,690,472 +1,092,790 | +17% | +$1.15B |
|
|
9
Alphabet (Google) Class A
GOOGL
$2.57T
| $8.11B | 0.94% | 2,798,671 -201,612 | -7% | -$584M |
|
10
UnitedHealth
UNH
$281B
| $7.94B | 0.92% | 15,815,496 +748,575 | +5% | +$376M |
|
11
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $6.76B | 0.78% | 83,622,149 +736,936 | +0.9% | +$59.6M |
|
|
12
Meta Platforms (Facebook)
META
$1.86T
| $6.42B | 0.74% | 19,097,137 -4,512,852 | -19% | -$1.52B |
|
13
Mastercard
MA
$538B
| $6.14B | 0.71% | 17,098,522 -956,985 | -5% | -$344M |
|
|
14
JPMorgan BetaBuilders Japan ETF
BBJP
$13.8B
| $6.06B | 0.7% | 110,096,584 -23,039,126 | -17% | -$1.27B |
|
15
NVIDIA
NVDA
$4.24T
| $5.87B | 0.68% | 19,942,893 +2,879,842 | +17% | +$847M |
|
16
AbbVie
ABBV
$372B
| $5.84B | 0.67% | 43,104,988 -788,370 | -2% | -$107M |
|
17
Bristol-Myers Squibb
BMY
$96B
| $5.72B | 0.66% | 91,750,176 +6,172,949 | +7% | +$385M |
|
18
NextEra Energy, Inc.
NEE
$148B
| $5.69B | 0.66% | 60,948,896 +5,405,720 | +10% | +$505M |
|
19
Advanced Micro Devices
AMD
$264B
| $5.57B | 0.64% | 38,741,557 +3,054,324 | +9% | +$440M |
|
20
JPMorgan BetaBuilders Canada ETF
BBCA
$8.68B
| $5.29B | 0.61% | 78,662,021 +1,658,492 | +2% | +$111M |
|
21
iShares Core S&P 500 ETF
IVV
$662B
| $5.11B | 0.59% | 10,712,921 +54,252 | +0.5% | +$25.9M |
|
22
Johnson & Johnson
JNJ
$427B
| $4.91B | 0.57% | 28,681,205 +1,823,976 | +7% | +$312M |
|
23
Analog Devices
ADI
$124B
| $4.89B | 0.56% | 27,825,477 -3,511,321 | -11% | -$617M |
|
24
Prologis
PLD
$106B
| $4.86B | 0.56% | 28,859,817 -830,870 | -3% | -$140M |
|
25
Bank of America
BAC
$376B
| $4.86B | 0.56% | 109,158,404 +2,036,298 | +2% | +$90.6M |
|