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 |
Broadcom
AVGO
|
$9.42B |
| 2 |
McDonald's
MCD
|
$2.43B |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.34B |
| 4 |
Microsoft
MSFT
|
$2.08B |
| 5 |
NVIDIA
NVDA
|
$1.99B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$2.99B |
| 2 |
TSMC
TSM
|
$1.21B |
| 3 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.18B |
| 4 |
Danaher
DHR
|
$1.12B |
| 5 |
Marriott International Class A Common Stock
MAR
|
$1.05B |
Sector Composition
| 1 | Technology | 23.79% |
| 2 | Healthcare | 9.72% |
| 3 | Consumer Discretionary | 9.7% |
| 4 | Financials | 9.58% |
| 5 | Industrials | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.77T
| $59.3B | 4.51% | 137,852,709 +4,839,590 | +4% | +$2.08B |
|
|
2
NVIDIA
NVDA
$4.24T
| $49.7B | 3.78% | 409,279,524 +16,382,048 | +4% | +$1.99B |
|
3
Apple
AAPL
$3.45T
| $41.8B | 3.17% | 179,306,346 -2,086,643 | -1% | -$486M |
|
4
Amazon
AMZN
$2.44T
| $33.5B | 2.54% | 179,718,747 +6,683,337 | +4% | +$1.25B |
|
5
SPDR S&P 500 ETF Trust
SPY
$658B
| $32.5B | 2.47% | 56,678,232 +350,662 | +0.6% | +$201M |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $29.9B | 2.27% | 52,255,598 -21,548 | -0% | -$12.3M |
|
7
Eli Lilly
LLY
$657B
| $16.2B | 1.23% | 18,266,121 -597,405 | -3% | -$529M |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $15.8B | 1.2% | 94,787,091 -1,622,716 | -2% | -$271M |
|
9
UnitedHealth
UNH
$281B
| $15.4B | 1.17% | 26,350,282 +2,001,379 | +8% | +$1.17B |
|
10
Mastercard
MA
$538B
| $14.7B | 1.12% | 29,722,284 +1,844,026 | +7% | +$911M |
|
11
Vanguard S&P 500 ETF
VOO
$726B
| $12.6B | 0.96% | 23,924,836 +2,879,321 | +14% | +$1.52B |
|
12
iShares Core S&P 500 ETF
IVV
$662B
| $12.1B | 0.92% | 20,924,985 +2,187,803 | +12% | +$1.26B |
|
13
Vanguard Total International Bond ETF
BNDX
$68.3B
| $11.2B | 0.85% | 222,034,467 +5,268,623 | +2% | +$265M |
|
|
14
Broadcom
AVGO
$1.4T
| $10.7B | 0.81% | 61,951,835 +54,585,015 | +741% | +$9.42B |
|
|
15
Alphabet (Google) Class A
GOOGL
$2.57T
| $10.6B | 0.8% | 63,667,407 +3,687,375 | +6% | +$612M |
|
16
Exxon Mobil
XOM
$487B
| $10.5B | 0.8% | 89,422,185 +882,576 | +1% | +$103M |
|
17
AbbVie
ABBV
$372B
| $10.3B | 0.79% | 52,312,101 -1,245,814 | -2% | -$246M |
|
18
Tesla
TSLA
$1.08T
| $8.3B | 0.63% | 31,720,617 -665,404 | -2% | -$174M |
|
19
JPMorgan BetaBuilders Japan ETF
BBJP
$13.8B
| $8.24B | 0.63% | 139,003,312 +4,645,608 | +3% | +$275M |
|
|
20
McDonald's
MCD
$224B
| $8.03B | 0.61% | 26,360,246 +7,970,061 | +43% | +$2.43B |
|
21
Regeneron Pharmaceuticals
REGN
$61.5B
| $7.87B | 0.6% | 7,489,500 -787,815 | -10% | -$828M |
|
22
Wells Fargo
WFC
$263B
| $7.24B | 0.55% | 128,207,680 +12,668,092 | +11% | +$716M |
|
23
Oracle
ORCL
$635B
| $7.13B | 0.54% | 41,825,946 +1,836,137 | +5% | +$313M |
|
24
Lowe's Companies
LOW
$145B
| $7.12B | 0.54% | 26,295,207 +1,335,121 | +5% | +$362M |
|
25
NextEra Energy, Inc.
NEE
$148B
| $6.76B | 0.51% | 79,937,490 -4,414,539 | -5% | -$373M |
|