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 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$3.65B |
| 2 |
Microsoft
MSFT
|
$2.99B |
| 3 |
Eli Lilly
LLY
|
$2.1B |
| 4 |
Broadcom
AVGO
|
$1.57B |
| 5 |
ServiceNow
NOW
|
$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Intel
INTC
$106B
| $660M | 0.06% |
13,135,725
+353,558
| +3% | +$17.8M |
|
277
ON Semiconductor
ON
$20.2B
| $657M | 0.06% |
7,864,003
+4,365,416
| +125% | +$365M |
|
278
SPDR Portfolio S&P 500 ETF
SPLG
$83.6B
| $652M | 0.06% |
11,665,755
+1,621,184
| +16% | +$90.6M |
|
279
Constellation Brands
STZ
$26.4B
| $651M | 0.06% |
2,693,364
-160,794
| -6% | -$38.9M |
|
280
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2B
| $650M | 0.06% |
12,093,499
-87,462
| -0.7% | -$4.7M |
|
281
SBA Communications
SBAC
$21.3B
| $636M | 0.06% |
2,508,635
-99,208
| -4% | -$25.2M |
|
282
O'Reilly Automotive
ORLY
$87.9B
| $636M | 0.06% |
10,040,175
-499,245
| -5% | -$31.6M |
|
283
Energy Select Sector SPDR Fund
XLE
$26.7B
| $624M | 0.06% |
7,447,271
-616,959
| -8% | -$51.7M |
|
284
ITT
ITT
$13.3B
| $624M | 0.06% |
5,225,710
-309,471
| -6% | -$36.9M |
|
285
Align Technology
ALGN
$9.98B
| $622M | 0.06% |
2,271,735
-1,801,181
| -44% | -$494M |
|
286
iShares MSCI EAFE Value ETF
EFV
$27.8B
| $622M | 0.06% |
11,943,567
+803,654
| +7% | +$41.9M |
|
287
Target
TGT
$42.2B
| $620M | 0.06% |
4,353,211
+2,857,936
| +191% | +$407M |
|
288
Royal Bank of Canada
RY
$204B
| $613M | 0.06% |
6,065,659
+161,907
| +3% | +$16.4M |
|
289
Simon Property Group
SPG
$59.1B
| $610M | 0.06% |
4,278,623
-331,261
| -7% | -$47.3M |
|
290
Sherwin-Williams
SHW
$93.2B
| $608M | 0.06% |
1,949,075
-781,834
| -29% | -$244M |
|
291
Booz Allen Hamilton
BAH
$12.6B
| $606M | 0.06% |
4,739,918
+1,771,666
| +60% | +$227M |
|
292
Qualcomm
QCOM
$172B
| $602M | 0.06% |
4,161,273
+88,266
| +2% | +$12.8M |
|
293
Edwards Lifesciences
EW
$47.5B
| $597M | 0.06% |
7,830,665
+4,332,955
| +124% | +$330M |
|
294
Caterpillar
CAT
$197B
| $593M | 0.06% |
2,007,020
+331,327
| +20% | +$98M |
|
295
Teradyne
TER
$19.1B
| $586M | 0.06% |
5,404,232
-132,823
| -2% | -$14.4M |
|
296
The Communication Services Select Sector SPDR Fund
XLC
$25.7B
| $586M | 0.06% |
8,063,676
-1,524,635
| -16% | -$111M |
|
297
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$594M
| $579M | 0.06% |
9,411,462
-652,229
| -6% | -$40.1M |
|
298
Hubbell
HUBB
$22.8B
| $578M | 0.06% |
1,757,214
-354,436
| -17% | -$117M |
|
299
Alnylam Pharmaceuticals
ALNY
$59.4B
| $577M | 0.06% |
3,016,141
-70,705
| -2% | -$13.5M |
|
300
Enbridge
ENB
$105B
| $575M | 0.06% |
15,955,054
+1,293,120
| +9% | +$46.6M |
|