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 S&P 500 ETF
VOO
|
$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4B |
| 4 |
Apple
AAPL
|
$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$2.49B |
| 2 |
S&P Global
SPGI
|
$2.41B |
| 3 |
Coca-Cola
KO
|
$1.76B |
| 4 |
Adobe
ADBE
|
$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $53.9B | 4.55% | 128,161,075 +3,595,466 | +3% | +$1.51B |
|
2
NVIDIA
NVDA
$4.24T
| $34.4B | 2.91% | 38,094,955 +1,416,563 | +4% | +$1.28B |
|
|
3
SPDR S&P 500 ETF Trust
SPY
$658B
| $31.6B | 2.67% | 60,358,474 +8,464,330 | +16% | +$4.43B |
|
4
Amazon
AMZN
$2.44T
| $31B | 2.62% | 171,938,390 +7,573,641 | +5% | +$1.37B |
|
|
5
Apple
AAPL
$3.45T
| $26.8B | 2.27% | 156,456,004 +18,619,318 | +14% | +$3.19B |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $24.4B | 2.06% | 50,182,653 +1,013,651 | +2% | +$492M |
|
7
Eli Lilly
LLY
$657B
| $15B | 1.27% | 19,250,965 -152,568 | -0.8% | -$119M |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $12.8B | 1.08% | 84,208,300 +3,525,254 | +4% | +$537M |
|
9
Mastercard
MA
$538B
| $12.3B | 1.04% | 25,594,776 +423,205 | +2% | +$204M |
|
10
UnitedHealth
UNH
$281B
| $11.8B | 1% | 23,840,608 -107,984 | -0.5% | -$53.4M |
|
|
11
iShares Core S&P 500 ETF
IVV
$662B
| $10.6B | 0.9% | 20,161,417 +7,615,287 | +61% | +$4B |
|
|
12
Vanguard S&P 500 ETF
VOO
$726B
| $10.2B | 0.86% | 21,245,952 +10,393,926 | +96% | +$5B |
|
13
AbbVie
ABBV
$372B
| $9.37B | 0.79% | 51,445,030 -577,916 | -1% | -$105M |
|
|
14
Alphabet (Google) Class A
GOOGL
$2.57T
| $9.36B | 0.79% | 62,007,070 +3,494,113 | +6% | +$527M |
|
15
Exxon Mobil
XOM
$487B
| $9.31B | 0.79% | 80,091,221 +18,240,724 | +29% | +$2.12B |
|
|
16
Vanguard Total International Bond ETF
BNDX
$68.3B
| $9.01B | 0.76% | 183,162,972 -50,657,075 | -22% | -$2.49B |
|
17
Broadcom
AVGO
$1.4T
| $8.49B | 0.72% | 6,408,085 +680,461 | +12% | +$902M |
|
18
JPMorgan BetaBuilders Japan ETF
BBJP
$13.8B
| $7.69B | 0.65% | 131,415,060 +4,153,312 | +3% | +$243M |
|
19
Eaton
ETN
$136B
| $7.5B | 0.63% | 23,989,678 -1,825,040 | -7% | -$571M |
|
20
Regeneron Pharmaceuticals
REGN
$61.5B
| $7.44B | 0.63% | 7,727,174 +500,405 | +7% | +$482M |
|
21
Advanced Micro Devices
AMD
$264B
| $7.12B | 0.6% | 39,423,788 +3,202,608 | +9% | +$578M |
|
22
Wells Fargo
WFC
$263B
| $6.6B | 0.56% | 113,849,016 +8,507 | +0% | +$493K |
|
23
ConocoPhillips
COP
$124B
| $6.42B | 0.54% | 50,402,070 -1,970,120 | -4% | -$251M |
|
24
JPMorgan BetaBuilders Europe ETF
BBEU
$4.17B
| $6.37B | 0.54% | 107,252,184 +16,858,030 | +19% | +$1B |
|
25
Intuit
INTU
$186B
| $6.34B | 0.54% | 9,747,563 +682,564 | +8% | +$444M |
|