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 Total Bond Market
BND
|
$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.05B |
| 3 |
AbbVie
ABBV
|
$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$1.63B |
| 5 |
Exxon Mobil
XOM
|
$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.35B |
| 3 |
Tesla
TSLA
|
$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
SPDR S&P 500 ETF Trust
SPY
$658B
| $26.2B | 3.16% | 58,058,439 -2,997,228 | -5% | -$1.35B |
|
2
Microsoft
MSFT
$3.77T
| $25.5B | 3.07% | 82,598,299 -1,318,673 | -2% | -$407M |
|
3
Apple
AAPL
$3.45T
| $22.1B | 2.66% | 126,714,786 +2,065,807 | +2% | +$361M |
|
4
Amazon
AMZN
$2.44T
| $14.8B | 1.78% | 4,537,438 -65,354 | -1% | -$213M |
|
5
Alphabet (Google) Class C
GOOG
$2.58T
| $10.5B | 1.26% | 3,759,353 +7,010 | +0.2% | +$19.6M |
|
|
6
JPMorgan BetaBuilders Europe ETF
BBEU
$4.17B
| $10.2B | 1.23% | 186,248,772 +37,325,835 | +25% | +$2.05B |
|
|
7
Vanguard Total International Bond ETF
BNDX
$68.3B
| $9.57B | 1.15% | 182,489,533 +31,041,322 | +20% | +$1.63B |
|
|
8
AbbVie
ABBV
$372B
| $8.77B | 1.06% | 54,094,198 +10,989,210 | +25% | +$1.78B |
|
9
UnitedHealth
UNH
$281B
| $8.55B | 1.03% | 16,756,035 +940,539 | +6% | +$480M |
|
|
10
Alphabet (Google) Class A
GOOGL
$2.57T
| $7.79B | 0.94% | 2,799,495 +824 | +0% | +$2.29M |
|
|
11
Tesla
TSLA
$1.08T
| $7.07B | 0.85% | 6,561,675 -1,128,797 | -15% | -$1.22B |
|
12
Bristol-Myers Squibb
BMY
$96B
| $6.86B | 0.83% | 93,883,959 +2,133,783 | +2% | +$156M |
|
13
Mastercard
MA
$538B
| $6.03B | 0.73% | 16,859,201 -239,321 | -1% | -$85.5M |
|
14
JPMorgan BetaBuilders Japan ETF
BBJP
$13.8B
| $5.93B | 0.71% | 116,793,726 +6,697,142 | +6% | +$340M |
|
15
Deere & Co
DE
$129B
| $5.73B | 0.69% | 13,794,923 +533,482 | +4% | +$222M |
|
16
JPMorgan BetaBuilders Canada ETF
BBCA
$8.68B
| $5.65B | 0.68% | 80,585,629 +1,923,608 | +2% | +$135M |
|
17
NextEra Energy, Inc.
NEE
$148B
| $5.5B | 0.66% | 64,916,801 +3,967,905 | +7% | +$336M |
|
18
Bank of America
BAC
$376B
| $5.23B | 0.63% | 126,857,544 +17,699,140 | +16% | +$730M |
|
19
Texas Instruments
TXN
$184B
| $5.08B | 0.61% | 27,673,222 +2,860,088 | +12% | +$525M |
|
20
NVIDIA
NVDA
$4.24T
| $5.04B | 0.61% | 18,474,224 -1,468,669 | -7% | -$401M |
|
21
ConocoPhillips
COP
$124B
| $4.8B | 0.58% | 48,018,801 -2,941,669 | -6% | -$294M |
|
22
Eli Lilly
LLY
$657B
| $4.67B | 0.56% | 16,296,232 -701,646 | -4% | -$201M |
|
23
Johnson & Johnson
JNJ
$427B
| $4.59B | 0.55% | 25,907,878 -2,773,327 | -10% | -$492M |
|
24
Prologis
PLD
$106B
| $4.58B | 0.55% | 28,340,691 -519,126 | -2% | -$83.8M |
|
25
McDonald's
MCD
$224B
| $4.54B | 0.55% | 18,361,782 +1,744,151 | +10% | +$431M |
|