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 |
Visa
V
|
$4.91B |
| 2 |
Walmart
WMT
|
$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
$3.75B |
| 4 |
Apple
AAPL
|
$3.5B |
| 5 |
Amazon
AMZN
|
$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
$1.42B |
| 2 |
Eli Lilly
LLY
|
$1.19B |
| 3 |
TSMC
TSM
|
$1.05B |
| 4 |
CSX Corp
CSX
|
$908M |
| 5 |
PayPal
PYPL
|
$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
M&T Bank
MTB
$31.2B
| $1.03B | 0.08% |
5,789,073
-279,840
| -5% | -$50M |
|
227
Marsh & McLennan
MMC
$100B
| $1.03B | 0.08% |
4,233,038
-576,559
| -12% | -$141M |
|
228
Becton Dickinson
BDX
$55.1B
| $1.01B | 0.07% |
4,420,887
+312,624
| +8% | +$71.6M |
|
229
iShares National Muni Bond ETF
MUB
$38.9B
| $1B | 0.07% |
9,522,657
-583,305
| -6% | -$61.5M |
|
230
UBS Group
UBS
$128B
| $1B | 0.07% |
32,669,997
+6,196,422
| +23% | +$190M |
|
231
Qualcomm
QCOM
$172B
| $995M | 0.07% |
6,476,224
+1,122,840
| +21% | +$172M |
|
232
S&P Global
SPGI
$164B
| $990M | 0.07% |
1,949,300
+120,432
| +7% | +$61.2M |
|
233
Ametek
AME
$43.3B
| $989M | 0.07% |
5,747,368
+154,682
| +3% | +$26.6M |
|
234
Energy Select Sector SPDR Fund
XLE
$26.7B
| $982M | 0.07% |
10,506,201
+2,588,452
| +33% | +$242M |
|
235
Atlassian
TEAM
$45.2B
| $977M | 0.07% |
4,605,588
+321,188
| +7% | +$68.2M |
|
236
Vanguard Ultra-Short Bond ETF
VUSB
$5.47B
| $974M | 0.07% |
19,540,758
-1,685,384
| -8% | -$84M |
|
237
Cencora
COR
$56.7B
| $973M | 0.07% |
3,498,905
-504,151
| -13% | -$140M |
|
238
iShares Core US Aggregate Bond ETF
AGG
$131B
| $970M | 0.07% |
9,808,101
-581,842
| -6% | -$57.6M |
|
239
Bank of New York Mellon
BK
$73.1B
| $964M | 0.07% |
11,499,663
+5,278,982
| +85% | +$443M |
|
240
Sherwin-Williams
SHW
$92.9B
| $963M | 0.07% |
2,759,031
+726,861
| +36% | +$254M |
|
241
Kinder Morgan
KMI
$59.1B
| $958M | 0.07% |
33,578,206
+1,409,527
| +4% | +$40.2M |
|
242
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $945M | 0.07% |
11,420,106
-124,517
| -1% | -$10.3M |
|
243
Twilio
TWLO
$16.7B
| $937M | 0.07% |
9,570,021
+7,891,692
| +470% | +$773M |
|
244
The Communication Services Select Sector SPDR Fund
XLC
$25.8B
| $937M | 0.07% |
9,709,789
+46,633
| +0.5% | +$4.5M |
|
245
Nike
NKE
$109B
| $936M | 0.07% |
14,746,140
+9,626,150
| +188% | +$611M |
|
246
Cadence Design Systems
CDNS
$95.6B
| $933M | 0.07% |
3,668,691
+850,565
| +30% | +$216M |
|
247
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| $926M | 0.07% |
18,564,323
-2,527,299
| -12% | -$126M |
|
248
Public Storage
PSA
$52.2B
| $914M | 0.07% |
3,053,102
-39,359
| -1% | -$11.8M |
|
249
BlackRock US Equity Factor Rotation ETF
DYNF
$22.7B
| $908M | 0.07% |
18,612,216
+1,158,641
| +7% | +$56.5M |
|
250
Monster Beverage
MNST
$61B
| $895M | 0.07% |
15,292,393
-7,325,372
| -32% | -$429M |
|