JP Morgan Chase 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 | +$761M | |
| 2 | +$735M | |
| 3 | +$542M | |
| 4 |
Amazon
AMZN
|
+$439M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$438M |
Top Sells
| 1 | +$4.01B | |
| 2 | +$1.11B | |
| 3 | +$699M | |
| 4 |
TJX Companies
TJX
|
+$682M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$647M |
Sector Composition
| 1 | Financials | 15.55% |
| 2 | Technology | 13% |
| 3 | Healthcare | 10.06% |
| 4 | Consumer Discretionary | 9.16% |
| 5 | Industrials | 8.6% |