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 Europe ETF
BBEU
|
$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$3.18B |
| 3 |
Amazon
AMZN
|
$2.09B |
| 4 |
NVIDIA
NVDA
|
$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.33B |
| 3 |
UnitedHealth
UNH
|
$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.17B |
| 5 |
Automatic Data Processing
ADP
|
$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $27.3B | 3.32% | 94,617,741 +1,596,683 | +2% | +$460M |
|
2
Apple
AAPL
$3.45T
| $22.3B | 2.72% | 135,284,153 +7,015,776 | +5% | +$1.16B |
|
3
SPDR S&P 500 ETF Trust
SPY
$658B
| $21.4B | 2.6% | 52,188,721 -2,130,384 | -4% | -$872M |
|
|
4
Amazon
AMZN
$2.44T
| $13.9B | 1.7% | 134,756,945 +20,255,687 | +18% | +$2.09B |
|
5
Vanguard Total International Bond ETF
BNDX
$68.3B
| $9.9B | 1.21% | 202,339,934 +4,532,144 | +2% | +$222M |
|
|
6
UnitedHealth
UNH
$281B
| $9.39B | 1.14% | 19,864,394 -2,610,592 | -12% | -$1.23B |
|
7
AbbVie
ABBV
$372B
| $9.23B | 1.12% | 57,898,564 -3,011,650 | -5% | -$480M |
|
|
8
NVIDIA
NVDA
$4.24T
| $8.36B | 1.02% | 30,084,950 +7,238,911 | +32% | +$2.01B |
|
|
9
JPMorgan BetaBuilders Europe ETF
BBEU
$4.17B
| $8.22B | 1% | 154,023,936 +104,784,834 | +213% | +$5.59B |
|
|
10
Alphabet (Google) Class C
GOOG
$2.58T
| $7.44B | 0.91% | 71,490,715 +893,409 | +1% | +$92.9M |
|
11
Vanguard Total Bond Market
BND
$134B
| $7.29B | 0.89% | 98,780,440 +4,272,405 | +5% | +$315M |
|
|
12
Meta Platforms (Facebook)
META
$1.86T
| $6.96B | 0.85% | 32,844,217 +9,368,238 | +40% | +$1.99B |
|
13
Mastercard
MA
$538B
| $6.75B | 0.82% | 18,562,334 +1,394,135 | +8% | +$507M |
|
14
Bristol-Myers Squibb
BMY
$96B
| $6.7B | 0.82% | 96,613,642 -2,049,834 | -2% | -$142M |
|
15
Tesla
TSLA
$1.08T
| $6.06B | 0.74% | 29,229,125 +3,687,329 | +14% | +$765M |
|
16
ConocoPhillips
COP
$124B
| $5.94B | 0.72% | 59,843,074 +1,156,844 | +2% | +$115M |
|
17
JPMorgan BetaBuilders Japan ETF
BBJP
$13.8B
| $5.75B | 0.7% | 118,873,470 +1,061,726 | +0.9% | +$51.4M |
|
18
Exxon Mobil
XOM
$487B
| $5.74B | 0.7% | 52,386,090 -939,885 | -2% | -$103M |
|
19
NextEra Energy, Inc.
NEE
$148B
| $5.59B | 0.68% | 72,584,507 +3,861,611 | +6% | +$298M |
|
20
Deere & Co
DE
$129B
| $5.39B | 0.66% | 13,065,128 -222,472 | -2% | -$91.9M |
|
|
21
Alphabet (Google) Class A
GOOGL
$2.57T
| $5.37B | 0.65% | 51,734,028 -11,233,400 | -18% | -$1.17B |
|
22
Regeneron Pharmaceuticals
REGN
$61.5B
| $5.21B | 0.64% | 6,344,151 +234,606 | +4% | +$193M |
|
23
NXP Semiconductors
NXPI
$59.2B
| $4.88B | 0.59% | 26,149,320 +145,149 | +0.6% | +$27.1M |
|
24
JPMorgan BetaBuilders Canada ETF
BBCA
$8.68B
| $4.66B | 0.57% | 78,353,507 +183,008 | +0.2% | +$10.9M |
|
25
Coca-Cola
KO
$297B
| $4.63B | 0.56% | 74,631,655 -5,771,240 | -7% | -$358M |
|