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 | |
|---|---|---|---|---|---|---|
326
Confluent
CFLT
$6.67B
| $502M | 0.05% |
21,446,801
+2,915,638
| +16% | +$68.2M |
|
327
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $501M | 0.05% |
6,476,333
+5,589,142
| +630% | +$433M |
|
328
iShares MSCI Emerging Markets ETF
EEM
$19.2B
| $500M | 0.05% |
12,436,611
-5,884,914
| -32% | -$237M |
|
329
Eastman Chemical
EMN
$7.93B
| $500M | 0.05% |
5,563,665
-753,516
| -12% | -$67.7M |
|
330
Natera
NTRA
$23.1B
| $498M | 0.05% |
7,954,212
+397,420
| +5% | +$24.9M |
|
331
Elastic
ESTC
$9.21B
| $495M | 0.05% |
4,394,152
+1,424,567
| +48% | +$161M |
|
332
Canadian National Railway
CNI
$60.3B
| $494M | 0.05% |
3,928,880
+86,700
| +2% | +$10.9M |
|
333
Novo Nordisk
NVO
$245B
| $491M | 0.05% |
4,741,824
+2,678,732
| +130% | +$277M |
|
334
Ferguson
FERG
$47.8B
| $490M | 0.05% |
2,539,284
+473,185
| +23% | +$91.4M |
|
335
Vanguard Dividend Appreciation ETF
VIG
$95.8B
| $489M | 0.05% |
2,870,677
+1,876,694
| +189% | +$320M |
|
336
Royal Caribbean
RCL
$95.7B
| $488M | 0.05% |
3,765,380
+1,465,312
| +64% | +$190M |
|
337
Idexx Laboratories
IDXX
$51.4B
| $484M | 0.05% |
872,691
+71,417
| +9% | +$39.6M |
|
338
EPAM Systems
EPAM
$9.44B
| $483M | 0.05% |
1,625,166
-316,588
| -16% | -$94.1M |
|
339
iShares Gold Trust
IAU
$52.6B
| $481M | 0.05% |
12,329,155
+2,035,105
| +20% | +$79.4M |
|
340
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.8B
| $481M | 0.05% |
10,367,560
-99,309
| -0.9% | -$4.6M |
|
341
Fomento Económico Mexicano
FMX
$29.6B
| $477M | 0.05% |
3,656,735
+1,776,151
| +94% | +$232M |
|
342
AT&T
T
$212B
| $476M | 0.05% |
28,389,206
+8,025,525
| +39% | +$135M |
|
343
Baxter International
BAX
$12.5B
| $476M | 0.05% |
12,304,029
-3,665,867
| -23% | -$142M |
|
|
XYZ
344
Block, Inc.
XYZ
$45.7B
| $474M | 0.05% |
6,122,548
+1,968,541
| +47% | +$152M |
|
345
Zoetis
ZTS
$67.9B
| $469M | 0.05% |
2,378,137
+59,001
| +3% | +$11.6M |
|
346
Middleby
MIDD
$7.32B
| $468M | 0.04% |
3,181,457
+926,761
| +41% | +$136M |
|
347
Zimmer Biomet
ZBH
$20.9B
| $466M | 0.04% |
3,827,830
+382,703
| +11% | +$46.6M |
|
348
Axalta
AXTA
$6.89B
| $463M | 0.04% |
13,638,055
+167,195
| +1% | +$5.68M |
|
349
Vanguard Growth ETF
VUG
$186B
| $463M | 0.04% |
1,489,017
+687,562
| +86% | +$214M |
|
350
Kimberly-Clark
KMB
$43.1B
| $459M | 0.04% |
3,774,778
+119,123
| +3% | +$14.5M |
|