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 |
iShares Core S&P 500 ETF
IVV
|
$3.57B |
| 2 |
Amazon
AMZN
|
$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.47B |
| 4 |
Mastercard
MA
|
$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.44B |
| 2 |
Apple
AAPL
|
$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $36.8B | 4.06% | 116,603,674 +3,578,837 | +3% | +$1.13B |
|
|
2
Apple
AAPL
$3.45T
| $22.6B | 2.49% | 131,853,937 -18,356,407 | -12% | -$3.14B |
|
|
3
SPDR S&P 500 ETF Trust
SPY
$658B
| $21.1B | 2.32% | 49,281,512 -10,388,306 | -17% | -$4.44B |
|
|
4
Amazon
AMZN
$2.44T
| $20B | 2.2% | 157,128,959 +22,322,456 | +17% | +$2.84B |
|
5
NVIDIA
NVDA
$4.24T
| $15.1B | 1.67% | 34,799,841 -768,139 | -2% | -$334M |
|
|
6
Meta Platforms (Facebook)
META
$1.86T
| $14.5B | 1.6% | 48,392,175 +4,351,439 | +10% | +$1.31B |
|
7
Alphabet (Google) Class C
GOOG
$2.58T
| $12.6B | 1.4% | 95,941,129 +9,703,425 | +11% | +$1.28B |
|
8
UnitedHealth
UNH
$281B
| $11.8B | 1.3% | 23,323,618 +915,147 | +4% | +$461M |
|
9
Vanguard Total International Bond ETF
BNDX
$68.3B
| $10.5B | 1.15% | 218,730,949 +6,882,952 | +3% | +$329M |
|
|
10
Mastercard
MA
$538B
| $9.75B | 1.08% | 24,625,161 +3,649,776 | +17% | +$1.44B |
|
11
Eli Lilly
LLY
$657B
| $8.49B | 0.94% | 15,803,192 +1,663,578 | +12% | +$894M |
|
12
AbbVie
ABBV
$372B
| $8.23B | 0.91% | 55,230,808 -1,541,772 | -3% | -$230M |
|
|
13
iShares Core S&P 500 ETF
IVV
$662B
| $7.68B | 0.85% | 17,890,478 +8,316,251 | +87% | +$3.57B |
|
|
14
Alphabet (Google) Class A
GOOGL
$2.57T
| $7.44B | 0.82% | 56,825,303 +2,900,420 | +5% | +$380M |
|
15
Vanguard Total Bond Market
BND
$134B
| $7.39B | 0.82% | 105,865,044 +175,918 | +0.2% | +$12.3M |
|
16
Tesla
TSLA
$1.08T
| $7.36B | 0.81% | 29,419,060 +2,679,120 | +10% | +$670M |
|
|
17
Vanguard S&P 500 ETF
VOO
$726B
| $7.31B | 0.81% | 18,627,424 -4,009,780 | -18% | -$1.57B |
|
18
ConocoPhillips
COP
$124B
| $6.63B | 0.73% | 55,352,032 -237,337 | -0.4% | -$28.4M |
|
19
JPMorgan BetaBuilders Japan ETF
BBJP
$13.8B
| $6.26B | 0.69% | 124,543,985 +1,983,674 | +2% | +$99.7M |
|
20
Exxon Mobil
XOM
$487B
| $6.14B | 0.68% | 52,213,799 -3,756,551 | -7% | -$442M |
|
21
Regeneron Pharmaceuticals
REGN
$61.5B
| $6.08B | 0.67% | 7,389,154 +845,167 | +13% | +$696M |
|
22
Bristol-Myers Squibb
BMY
$96B
| $5.61B | 0.62% | 96,740,383 -6,573,182 | -6% | -$382M |
|
23
NXP Semiconductors
NXPI
$59.2B
| $5.56B | 0.61% | 27,806,497 -485,120 | -2% | -$97M |
|
24
Lowe's Companies
LOW
$145B
| $5.28B | 0.58% | 25,409,534 +1,578,491 | +7% | +$328M |
|
25
Eaton
ETN
$136B
| $4.97B | 0.55% | 23,279,872 +3,264,025 | +16% | +$696M |
|