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 Intermediate-Term Corporate Bond ETF
VCIT
|
$3.65B |
| 2 |
Microsoft
MSFT
|
$2.99B |
| 3 |
Eli Lilly
LLY
|
$2.1B |
| 4 |
Broadcom
AVGO
|
$1.57B |
| 5 |
ServiceNow
NOW
|
$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $46.8B | 4.49% | 124,565,609 +7,961,935 | +7% | +$2.99B |
|
2
Apple
AAPL
$3.45T
| $26.5B | 2.55% | 137,836,686 +5,982,749 | +5% | +$1.15B |
|
3
Amazon
AMZN
$2.44T
| $25B | 2.4% | 164,364,749 +7,235,790 | +5% | +$1.1B |
|
4
SPDR S&P 500 ETF Trust
SPY
$658B
| $24.7B | 2.37% | 51,894,144 +2,612,632 | +5% | +$1.24B |
|
5
NVIDIA
NVDA
$4.24T
| $18.2B | 1.74% | 36,678,392 +1,878,551 | +5% | +$930M |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $17.4B | 1.67% | 49,169,002 +776,827 | +2% | +$275M |
|
7
UnitedHealth
UNH
$281B
| $12.6B | 1.21% | 23,948,592 +624,974 | +3% | +$329M |
|
8
Vanguard Total International Bond ETF
BNDX
$68.3B
| $11.5B | 1.11% | 233,820,047 +15,089,098 | +7% | +$745M |
|
|
9
Alphabet (Google) Class C
GOOG
$2.58T
| $11.4B | 1.09% | 80,683,046 -15,258,083 | -16% | -$2.15B |
|
|
10
Eli Lilly
LLY
$657B
| $11.3B | 1.08% | 19,403,533 +3,600,341 | +23% | +$2.1B |
|
11
Mastercard
MA
$538B
| $10.7B | 1.03% | 25,171,571 +546,410 | +2% | +$233M |
|
|
12
Alphabet (Google) Class A
GOOGL
$2.57T
| $8.17B | 0.78% | 58,512,957 +1,687,654 | +3% | +$236M |
|
13
AbbVie
ABBV
$372B
| $8.06B | 0.77% | 52,022,946 -3,207,862 | -6% | -$497M |
|
14
Vanguard Total Bond Market
BND
$134B
| $7.09B | 0.68% | 96,338,042 -9,527,002 | -9% | -$701M |
|
15
Tesla
TSLA
$1.08T
| $7.02B | 0.67% | 28,238,023 -1,181,037 | -4% | -$293M |
|
16
JPMorgan BetaBuilders Japan ETF
BBJP
$13.8B
| $6.68B | 0.64% | 127,261,748 +2,717,763 | +2% | +$143M |
|
|
17
Broadcom
AVGO
$1.4T
| $6.39B | 0.61% | 5,727,624 +1,406,619 | +33% | +$1.57B |
|
18
Regeneron Pharmaceuticals
REGN
$61.5B
| $6.35B | 0.61% | 7,226,769 -162,385 | -2% | -$143M |
|
19
Eaton
ETN
$136B
| $6.22B | 0.6% | 25,814,718 +2,534,846 | +11% | +$610M |
|
20
Exxon Mobil
XOM
$487B
| $6.18B | 0.59% | 61,850,497 +9,636,698 | +18% | +$963M |
|
21
ConocoPhillips
COP
$124B
| $6.08B | 0.58% | 52,372,190 -2,979,842 | -5% | -$346M |
|
22
NXP Semiconductors
NXPI
$59.2B
| $6.05B | 0.58% | 26,351,232 -1,455,265 | -5% | -$334M |
|
|
23
iShares Core S&P 500 ETF
IVV
$662B
| $5.99B | 0.57% | 12,546,130 -5,344,348 | -30% | -$2.55B |
|
24
Lowe's Companies
LOW
$145B
| $5.67B | 0.54% | 25,477,861 +68,327 | +0.3% | +$15.2M |
|
25
Intuit
INTU
$186B
| $5.67B | 0.54% | 9,064,999 -356,911 | -4% | -$223M |
|