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
|
$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
$3.21B |
| 5 |
Apple
AAPL
|
$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
$702M |
| 4 |
Nike
NKE
|
$702M |
| 5 |
Tesla
TSLA
|
$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $38.5B | 4.18% | 113,024,837 +18,407,096 | +19% | +$6.27B |
|
|
2
Apple
AAPL
$3.45T
| $29.1B | 3.17% | 150,210,344 +14,926,191 | +11% | +$2.9B |
|
|
3
SPDR S&P 500 ETF Trust
SPY
$658B
| $26.5B | 2.87% | 59,669,818 +7,481,097 | +14% | +$3.32B |
|
4
Amazon
AMZN
$2.44T
| $17.6B | 1.91% | 134,806,503 +49,558 | +0% | +$6.46M |
|
5
NVIDIA
NVDA
$4.24T
| $15B | 1.64% | 35,567,980 +5,483,030 | +18% | +$2.32B |
|
|
6
Meta Platforms (Facebook)
META
$1.86T
| $12.6B | 1.37% | 44,040,736 +11,196,519 | +34% | +$3.21B |
|
7
UnitedHealth
UNH
$281B
| $10.8B | 1.17% | 22,408,471 +2,544,077 | +13% | +$1.22B |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $10.4B | 1.13% | 86,237,704 +14,746,989 | +21% | +$1.78B |
|
9
Vanguard Total International Bond ETF
BNDX
$68.3B
| $10.4B | 1.13% | 211,847,997 +9,508,063 | +5% | +$465M |
|
|
10
Vanguard S&P 500 ETF
VOO
$726B
| $9.22B | 1% | 22,637,204 +13,769,409 | +155% | +$5.61B |
|
11
Mastercard
MA
$538B
| $8.25B | 0.9% | 20,975,385 +2,413,051 | +13% | +$949M |
|
12
Vanguard Total Bond Market
BND
$134B
| $7.68B | 0.83% | 105,689,126 +6,908,686 | +7% | +$502M |
|
13
AbbVie
ABBV
$372B
| $7.65B | 0.83% | 56,772,580 -1,125,984 | -2% | -$152M |
|
|
14
Tesla
TSLA
$1.08T
| $7B | 0.76% | 26,739,940 -2,489,185 | -9% | -$652M |
|
15
Eli Lilly
LLY
$657B
| $6.63B | 0.72% | 14,139,614 +3,228,109 | +30% | +$1.51B |
|
16
Bristol-Myers Squibb
BMY
$96B
| $6.61B | 0.72% | 103,313,565 +6,699,923 | +7% | +$428M |
|
|
17
JPMorgan BetaBuilders Europe ETF
BBEU
$4.17B
| $6.58B | 0.72% | 121,583,864 -32,440,072 | -21% | -$1.76B |
|
|
18
Alphabet (Google) Class A
GOOGL
$2.57T
| $6.45B | 0.7% | 53,924,883 +2,190,855 | +4% | +$262M |
|
19
JPMorgan BetaBuilders Japan ETF
BBJP
$13.8B
| $6.32B | 0.69% | 122,560,311 +3,686,841 | +3% | +$190M |
|
20
Exxon Mobil
XOM
$487B
| $6B | 0.65% | 55,970,350 +3,584,260 | +7% | +$384M |
|
21
NXP Semiconductors
NXPI
$59.2B
| $5.79B | 0.63% | 28,291,617 +2,142,297 | +8% | +$438M |
|
22
ConocoPhillips
COP
$124B
| $5.76B | 0.63% | 55,589,369 -4,253,705 | -7% | -$441M |
|
23
NextEra Energy, Inc.
NEE
$148B
| $5.59B | 0.61% | 75,360,627 +2,776,120 | +4% | +$206M |
|
24
Lowe's Companies
LOW
$145B
| $5.38B | 0.58% | 23,831,043 +2,403,137 | +11% | +$542M |
|
25
Johnson & Johnson
JNJ
$427B
| $5.26B | 0.57% | 31,782,091 +6,058,575 | +24% | +$1B |
|