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 |
NVIDIA
NVDA
|
$43.8B |
| 2 |
Apple
AAPL
|
$5.25B |
| 3 |
Chipotle Mexican Grill
CMG
|
$3B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.24B |
| 5 |
Microsoft
MSFT
|
$2.17B |
Top Sells
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$2.4B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.19B |
| 3 |
Progressive
PGR
|
$1.63B |
| 4 |
Adobe
ADBE
|
$1.62B |
| 5 |
Salesforce
CRM
|
$1.48B |
Sector Composition
| 1 | Technology | 25.26% |
| 2 | Healthcare | 9.71% |
| 3 | Consumer Discretionary | 9.24% |
| 4 | Financials | 9.04% |
| 5 | Industrials | 7.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $59.5B | 4.87% | 133,013,119 +4,852,044 | +4% | +$2.17B |
|
|
2
NVIDIA
NVDA
$4.24T
| $48.5B | 3.98% | 392,897,476 +354,802,521 | +931% | +$43.8B |
|
|
3
Apple
AAPL
$3.45T
| $38.2B | 3.13% | 181,392,989 +24,936,985 | +16% | +$5.25B |
|
4
Amazon
AMZN
$2.44T
| $33.4B | 2.74% | 173,035,410 +1,097,020 | +0.6% | +$212M |
|
|
5
SPDR S&P 500 ETF Trust
SPY
$658B
| $30.7B | 2.51% | 56,327,570 -4,030,904 | -7% | -$2.19B |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $26.4B | 2.16% | 52,277,146 +2,094,493 | +4% | +$1.06B |
|
|
7
Alphabet (Google) Class C
GOOG
$2.58T
| $17.7B | 1.45% | 96,409,807 +12,201,507 | +14% | +$2.24B |
|
8
Eli Lilly
LLY
$657B
| $17.1B | 1.4% | 18,863,526 -387,439 | -2% | -$351M |
|
9
UnitedHealth
UNH
$281B
| $12.4B | 1.02% | 24,348,903 +508,295 | +2% | +$259M |
|
10
Mastercard
MA
$538B
| $12.3B | 1.01% | 27,878,258 +2,283,482 | +9% | +$1.01B |
|
11
Broadcom
AVGO
$1.4T
| $11.8B | 0.97% | 7,366,820 +958,735 | +15% | +$1.54B |
|
|
12
Alphabet (Google) Class A
GOOGL
$2.57T
| $10.9B | 0.9% | 59,980,032 -2,027,038 | -3% | -$369M |
|
13
Vanguard Total International Bond ETF
BNDX
$68.3B
| $10.5B | 0.87% | 216,765,844 +33,602,872 | +18% | +$1.64B |
|
14
Vanguard S&P 500 ETF
VOO
$726B
| $10.5B | 0.86% | 21,045,515 -200,437 | -0.9% | -$100M |
|
15
iShares Core S&P 500 ETF
IVV
$662B
| $10.3B | 0.84% | 18,737,182 -1,424,235 | -7% | -$779M |
|
16
Exxon Mobil
XOM
$487B
| $10.2B | 0.84% | 88,539,609 +8,448,388 | +11% | +$973M |
|
17
AbbVie
ABBV
$372B
| $9.19B | 0.75% | 53,557,915 +2,112,885 | +4% | +$362M |
|
18
Regeneron Pharmaceuticals
REGN
$61.5B
| $8.7B | 0.71% | 8,277,315 +550,141 | +7% | +$578M |
|
19
JPMorgan BetaBuilders Japan ETF
BBJP
$13.8B
| $7.58B | 0.62% | 134,357,704 +2,942,644 | +2% | +$166M |
|
20
TSMC
TSM
$1.2T
| $7.26B | 0.6% | 41,757,802 +886,993 | +2% | +$154M |
|
21
Eaton
ETN
$136B
| $6.9B | 0.57% | 22,011,464 -1,978,214 | -8% | -$620M |
|
22
Wells Fargo
WFC
$263B
| $6.86B | 0.56% | 115,539,588 +1,690,572 | +1% | +$100M |
|
23
Netflix
NFLX
$513B
| $6.55B | 0.54% | 9,711,776 +139,201 | +1% | +$93.9M |
|
24
Intuit
INTU
$186B
| $6.53B | 0.54% | 9,938,088 +190,525 | +2% | +$125M |
|
25
Advanced Micro Devices
AMD
$264B
| $6.52B | 0.53% | 40,164,121 +740,333 | +2% | +$120M |
|