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 |
McDonald's
MCD
|
$2.43B |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.34B |
| 3 |
Microsoft
MSFT
|
$2.08B |
| 4 |
NVIDIA
NVDA
|
$1.99B |
| 5 |
Goldman Sachs
GS
|
$1.62B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$2.99B |
| 2 |
Broadcom
AVGO
|
$2.02B |
| 3 |
TSMC
TSM
|
$1.21B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.18B |
| 5 |
Danaher
DHR
|
$1.12B |
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 | |
|---|---|---|---|---|---|---|
226
Vanguard Total Stock Market ETF
VTI
$530B
| $985M | 0.07% |
3,477,899
-1,072,334
| -24% | -$304M |
|
227
HCA Healthcare
HCA
$97.8B
| $982M | 0.07% |
2,417,289
-15,259
| -0.6% | -$6.2M |
|
228
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
| $980M | 0.07% |
19,518,589
+3,673,592
| +23% | +$184M |
|
229
iShares Core Total USD Bond Market ETF
IUSB
$34.3B
| $976M | 0.07% |
20,716,912
+2,651,218
| +15% | +$125M |
|
230
Vanguard Real Estate ETF
VNQ
$34.5B
| $972M | 0.07% |
9,979,016
+263,065
| +3% | +$25.6M |
|
231
Humana
HUM
$37.3B
| $970M | 0.07% |
3,060,931
+1,127,417
| +58% | +$357M |
|
232
Becton Dickinson
BDX
$54.9B
| $969M | 0.07% |
4,018,211
-443,367
| -10% | -$107M |
|
233
Marriott International Class A Common Stock
MAR
$72.8B
| $967M | 0.07% |
3,889,409
-4,235,396
| -52% | -$1.05B |
|
234
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $960M | 0.07% |
7,085,355
-845,428
| -11% | -$115M |
|
235
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$29.7B
| $959M | 0.07% |
17,450,160
+1,028,135
| +6% | +$56.5M |
|
236
Burlington
BURL
$18.3B
| $956M | 0.07% |
3,627,282
-146,641
| -4% | -$38.6M |
|
237
iShares Russell 2000 ETF
IWM
$67.9B
| $953M | 0.07% |
4,313,404
+1,446,443
| +50% | +$320M |
|
238
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $951M | 0.07% |
19,285,524
+18,567,654
| +2,586% | +$916M |
|
239
Vanguard Ultra-Short Bond ETF
VUSB
$5.47B
| $945M | 0.07% |
18,913,851
+1,589,803
| +9% | +$79.4M |
|
240
JPMorgan Chase
JPM
$805B
| $938M | 0.07% |
4,450,775
+319,730
| +8% | +$67.4M |
|
241
S&P Global
SPGI
$167B
| $930M | 0.07% |
1,799,219
+202,860
| +13% | +$105M |
|
242
Cencora
COR
$57.7B
| $929M | 0.07% |
4,127,686
-546,207
| -12% | -$123M |
|
243
AvalonBay Communities
AVB
$27.7B
| $915M | 0.07% |
4,060,497
+55,588
| +1% | +$12.5M |
|
244
Teradyne
TER
$18.9B
| $912M | 0.07% |
6,807,755
-84,898
| -1% | -$11.4M |
|
245
MongoDB
MDB
$26.3B
| $908M | 0.07% |
3,357,910
+61,963
| +2% | +$16.8M |
|
246
Hershey
HSY
$38B
| $902M | 0.07% |
4,700,741
+781,993
| +20% | +$150M |
|
247
Hartford Financial Services
HIG
$36.7B
| $900M | 0.07% |
7,653,012
-803,627
| -10% | -$94.5M |
|
248
American Tower
AMT
$90.7B
| $899M | 0.07% |
3,865,620
+376,187
| +11% | +$87.5M |
|
249
Marsh & McLennan
MMC
$100B
| $892M | 0.07% |
3,999,771
+184,239
| +5% | +$41.1M |
|
250
Freeport-McMoran
FCX
$67B
| $888M | 0.07% |
17,797,275
-4,372,865
| -20% | -$218M |
|