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
|
$4.02B |
| 2 |
Arista Networks
ANET
|
$2.74B |
| 3 |
Walt Disney
DIS
|
$2.31B |
| 4 |
Arthur J. Gallagher & Co
AJG
|
$2.19B |
| 5 |
Walmart
WMT
|
$2.04B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.77T
| $56.9B | 4.24% | 134,943,661 -2,909,048 | -2% | -$1.23B |
|
2
NVIDIA
NVDA
$4.24T
| $55.6B | 4.14% | 413,813,386 +4,533,862 | +1% | +$609M |
|
3
Apple
AAPL
$3.45T
| $45.8B | 3.41% | 183,008,151 +3,701,805 | +2% | +$927M |
|
4
Amazon
AMZN
$2.44T
| $40.1B | 2.99% | 182,880,869 +3,162,122 | +2% | +$694M |
|
|
5
SPDR S&P 500 ETF Trust
SPY
$658B
| $31.2B | 2.32% | 53,187,113 -3,491,119 | -6% | -$2.05B |
|
6
Meta Platforms (Facebook)
META
$1.86T
| $30.3B | 2.25% | 51,690,578 -565,020 | -1% | -$331M |
|
|
7
Broadcom
AVGO
$1.4T
| $18.4B | 1.37% | 79,295,422 +17,343,587 | +28% | +$4.02B |
|
8
Alphabet (Google) Class C
GOOG
$2.58T
| $17.7B | 1.32% | 92,989,038 -1,798,053 | -2% | -$342M |
|
9
Mastercard
MA
$538B
| $15.9B | 1.19% | 30,242,583 +520,299 | +2% | +$274M |
|
10
Tesla
TSLA
$1.08T
| $14.5B | 1.08% | 35,989,404 +4,268,787 | +13% | +$1.72B |
|
11
Vanguard S&P 500 ETF
VOO
$726B
| $12.7B | 0.95% | 23,582,637 -342,199 | -1% | -$184M |
|
12
UnitedHealth
UNH
$281B
| $12.4B | 0.92% | 24,432,835 -1,917,447 | -7% | -$970M |
|
|
13
Eli Lilly
LLY
$657B
| $11.5B | 0.86% | 14,914,740 -3,351,381 | -18% | -$2.59B |
|
14
Vanguard Total International Bond ETF
BNDX
$68.3B
| $11.4B | 0.85% | 232,381,362 +10,346,895 | +5% | +$508M |
|
15
iShares Core S&P 500 ETF
IVV
$662B
| $10.7B | 0.8% | 18,184,495 -2,740,490 | -13% | -$1.61B |
|
|
16
Alphabet (Google) Class A
GOOGL
$2.57T
| $10.5B | 0.78% | 55,212,667 -8,454,740 | -13% | -$1.6B |
|
17
Wells Fargo
WFC
$263B
| $9.97B | 0.74% | 141,977,835 +13,770,155 | +11% | +$967M |
|
18
Exxon Mobil
XOM
$487B
| $9.76B | 0.73% | 90,688,859 +1,266,674 | +1% | +$136M |
|
19
McDonald's
MCD
$224B
| $9.5B | 0.71% | 32,755,480 +6,395,234 | +24% | +$1.85B |
|
20
AbbVie
ABBV
$372B
| $9.2B | 0.68% | 51,762,491 -549,610 | -1% | -$97.7M |
|
21
Netflix
NFLX
$513B
| $8.18B | 0.61% | 9,174,435 -257,594 | -3% | -$230M |
|
22
Oracle
ORCL
$635B
| $7.55B | 0.56% | 45,306,171 +3,480,225 | +8% | +$580M |
|
23
Bank of America
BAC
$376B
| $7.47B | 0.56% | 169,883,556 +20,479,708 | +14% | +$900M |
|
24
JPMorgan BetaBuilders Japan ETF
BBJP
$13.8B
| $7.15B | 0.53% | 130,347,755 -8,655,557 | -6% | -$475M |
|
25
Vanguard Total Bond Market
BND
$134B
| $7.13B | 0.53% | 99,094,389 +10,057,150 | +11% | +$723M |
|