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 |
Microsoft
MSFT
|
$7.49B |
| 2 |
NVIDIA
NVDA
|
$6.55B |
| 3 |
Apple
AAPL
|
$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.72B |
| 5 |
Walt Disney
DIS
|
$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.57B |
| 3 |
Linde
LIN
|
$1.98B |
| 4 |
UnitedHealth
UNH
|
$1.96B |
| 5 |
Union Pacific
UNP
|
$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Starbucks
SBUX
$97.1B
| $1.11B | 0.07% |
12,139,807
-12,171,772
| -50% | -$1.12B |
|
227
Qualcomm
QCOM
$172B
| $1.1B | 0.07% |
6,926,681
+450,457
| +7% | +$71.7M |
|
228
Royal Caribbean
RCL
$95.7B
| $1.1B | 0.07% |
3,521,558
+1,401,380
| +66% | +$439M |
|
229
Carvana
CVNA
$50.9B
| $1.1B | 0.07% |
3,262,415
+3,098,798
| +1,894% | +$1.04B |
|
230
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
| $1.1B | 0.07% |
10,128,729
+418,940
| +4% | +$45.5M |
|
231
iShares Core US Aggregate Bond ETF
AGG
$131B
| $1.09B | 0.07% |
10,997,880
+1,189,779
| +12% | +$118M |
|
232
Vanguard Ultra-Short Bond ETF
VUSB
$5.47B
| $1.08B | 0.07% |
21,748,273
+2,207,515
| +11% | +$110M |
|
233
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $1.08B | 0.07% |
17,411,049
-12,778,343
| -42% | -$793M |
|
234
Amgen
AMGN
$153B
| $1.08B | 0.07% |
3,867,156
+45,523
| +1% | +$12.7M |
|
235
BlackRock US Equity Factor Rotation ETF
DYNF
$22.7B
| $1.07B | 0.07% |
19,656,038
+1,043,822
| +6% | +$56.8M |
|
236
UBS Group
UBS
$128B
| $1.07B | 0.07% |
31,561,123
-1,108,874
| -3% | -$37.5M |
|
237
Simon Property Group
SPG
$59.5B
| $1.05B | 0.07% |
6,512,383
+1,660,188
| +34% | +$267M |
|
238
Sherwin-Williams
SHW
$92.9B
| $1.04B | 0.07% |
3,039,306
+280,275
| +10% | +$96.2M |
|
239
Loews
L
$20B
| $1.04B | 0.07% |
11,333,797
-98,149
| -0.9% | -$9M |
|
240
Boeing
BA
$174B
| $1.04B | 0.07% |
4,948,359
+220,078
| +5% | +$46.1M |
|
241
Kinder Morgan
KMI
$59.1B
| $1.04B | 0.07% |
35,240,059
+1,661,853
| +5% | +$48.9M |
|
242
Invesco S&P 500 Equal Weight ETF
RSP
$74.1B
| $1.03B | 0.07% |
5,646,560
+589,365
| +12% | +$107M |
|
243
Fair Isaac
FICO
$36.8B
| $1.03B | 0.07% |
560,932
-19,269
| -3% | -$35.2M |
|
244
WisdomTree Floating Rate Treasury Fund
USFR
$18.9B
| $1.02B | 0.07% |
20,274,928
-561,440
| -3% | -$28.2M |
|
245
JPMorgan Limited Duration Bond ETF
JPLD
$2.21B
| $1.01B | 0.07% |
19,325,509
+10,508,535
| +119% | +$549M |
|
246
iShares MSCI EAFE Value ETF
EFV
$27.8B
| $1B | 0.07% |
15,814,518
+3,518,683
| +29% | +$223M |
|
247
Marsh & McLennan
MMC
$100B
| $973M | 0.06% |
4,451,953
+218,915
| +5% | +$47.9M |
|
248
Ecolab
ECL
$77.6B
| $971M | 0.06% |
3,602,088
+2,254,452
| +167% | +$607M |
|
249
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.41B
| $969M | 0.06% |
32,109,859
+7,071,441
| +28% | +$213M |
|
250
United Parcel Service
UPS
$72.1B
| $967M | 0.06% |
9,579,701
-4,854,847
| -34% | -$490M |
|