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 |
Salesforce
CRM
|
$1.16B |
| 2 |
Broadcom
AVGO
|
$1.02B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$971M |
| 4 |
Verizon
VZ
|
$910M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$878M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.59B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.31B |
| 3 |
TWX
Time Warner Inc
TWX
|
$764M |
| 4 |
IBM
IBM
|
$705M |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$625M |
Sector Composition
| 1 | Financials | 14.86% |
| 2 | Technology | 13.42% |
| 3 | Healthcare | 10.29% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
PepsiCo
PEP
$201B
| $2.42B | 0.5% |
22,215,873
+2,144,080
| +11% | +$233M |
|
27
Mastercard
MA
$538B
| $2.37B | 0.49% |
12,038,312
+1,223,223
| +11% | +$240M |
|
28
NVIDIA
NVDA
$4.18T
| $2.31B | 0.47% |
389,538,400
+52,515,720
| +16% | +$311M |
|
29
Chevron
CVX
$318B
| $2.26B | 0.47% |
17,899,355
-1,298,997
| -7% | -$164M |
|
30
Morgan Stanley
MS
$240B
| $2.24B | 0.46% |
47,257,747
-317,359
| -0.7% | -$15M |
|
|
31
Salesforce
CRM
$233B
| $2.17B | 0.45% |
15,907,088
+8,536,204
| +116% | +$1.16B |
|
32
DuPont de Nemours
DD
$32.3B
| $2.07B | 0.43% |
15,585,692
+779,822
| +5% | +$104M |
|
33
Union Pacific
UNP
$132B
| $2.06B | 0.42% |
14,569,294
-2,302,740
| -14% | -$326M |
|
34
Coca-Cola
KO
$294B
| $2.06B | 0.42% |
47,001,549
+18,185,237
| +63% | +$798M |
|
35
iShares Russell 2000 ETF
IWM
$67.4B
| $2.05B | 0.42% |
12,533,855
+3,023,273
| +32% | +$495M |
|
|
36
Verizon
VZ
$186B
| $1.99B | 0.41% |
39,616,715
+18,079,818
| +84% | +$910M |
|
37
Netflix
NFLX
$534B
| $1.98B | 0.41% |
5,067,187
+1,713,147
| +51% | +$671M |
|
38
Honeywell
HON
$137B
| $1.96B | 0.4% |
14,229,097
+1,239,816
| +10% | +$171M |
|
39
Analog Devices
ADI
$121B
| $1.95B | 0.4% |
20,363,701
-1,865,362
| -8% | -$179M |
|
40
EOG Resources
EOG
$66.4B
| $1.9B | 0.39% |
15,287,609
-70,644
| -0.5% | -$8.79M |
|
41
TSMC
TSM
$1.22T
| $1.85B | 0.38% |
50,502,431
+978,179
| +2% | +$35.8M |
|
42
Norfolk Southern
NSC
$62.8B
| $1.81B | 0.37% |
11,979,348
+999,171
| +9% | +$151M |
|
|
PXD
43
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.8B | 0.37% |
9,512,926
-165,384
| -2% | -$31.3M |
|
44
Mondelez International
MDLZ
$78.8B
| $1.77B | 0.36% |
43,259,313
-486,009
| -1% | -$19.9M |
|
45
Xcel Energy
XEL
$42.7B
| $1.76B | 0.36% |
38,444,073
+1,836,176
| +5% | +$83.9M |
|
46
Exxon Mobil
XOM
$479B
| $1.74B | 0.36% |
21,076,659
-1,778,373
| -8% | -$147M |
|
47
Vanguard S&P 500 ETF
VOO
$730B
| $1.72B | 0.35% |
6,911,999
-717,378
| -9% | -$179M |
|
48
Walt Disney
DIS
$214B
| $1.72B | 0.35% |
16,418,688
+1,770,373
| +12% | +$186M |
|
49
Boeing
BA
$174B
| $1.67B | 0.34% |
4,982,686
+1,633,542
| +49% | +$548M |
|
50
Charter Communications
CHTR
$35.4B
| $1.66B | 0.34% |
5,666,958
+1,224,901
| +28% | +$359M |
|