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 Total International Bond ETF
BNDX
|
$2.34B |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.65B |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.58B |
| 4 |
iShares MBS ETF
MBB
|
$1.3B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.18B |
Top Sells
| 1 |
Apple
AAPL
|
$776M |
| 2 |
Johnson & Johnson
JNJ
|
$698M |
| 3 |
Mondelez International
MDLZ
|
$646M |
| 4 |
CVS Health
CVS
|
$591M |
| 5 |
UnitedHealth
UNH
|
$555M |
Sector Composition
| 1 | Technology | 13.13% |
| 2 | Financials | 12.96% |
| 3 | Healthcare | 10.58% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Industrials | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Salesforce
CRM
$245B
| $2.65B | 0.54% | 16,722,142 -444,460 | -3% | -$70.4M |
|
27
Comcast
CMCSA
$125B
| $2.64B | 0.54% | 66,065,881 +15,654,424 | +31% | +$626M |
|
28
NextEra Energy, Inc.
NEE
$148B
| $2.55B | 0.52% | 13,194,041 -1,756,941 | -12% | -$340M |
|
29
Chevron
CVX
$324B
| $2.5B | 0.51% | 20,327,858 -793,486 | -4% | -$97.7M |
|
30
Netflix
NFLX
$513B
| $2.41B | 0.49% | 6,764,898 +583,408 | +9% | +$208M |
|
31
Norfolk Southern
NSC
$62.8B
| $2.4B | 0.49% | 12,864,410 +569,110 | +5% | +$106M |
|
32
PayPal
PYPL
$67.1B
| $2.39B | 0.49% | 22,979,563 +3,582,334 | +18% | +$372M |
|
33
Wells Fargo
WFC
$263B
| $2.37B | 0.48% | 48,980,324 -1,791,770 | -4% | -$86.6M |
|
34
Verizon
VZ
$186B
| $2.34B | 0.48% | 39,552,365 -3,543,807 | -8% | -$210M |
|
35
Eli Lilly
LLY
$657B
| $2.33B | 0.48% | 17,988,827 +492,845 | +3% | +$64M |
|
36
JPMorgan BetaBuilders Canada ETF
BBCA
$8.68B
| $2.26B | 0.46% | 94,608,033 +3,766,969 | +4% | +$90.1M |
|
37
Honeywell
HON
$139B
| $2.23B | 0.45% | 14,002,448 -2,390,174 | -15% | -$380M |
|
38
Xcel Energy
XEL
$42.8B
| $2.2B | 0.45% | 39,118,840 +2,250,610 | +6% | +$127M |
|
39
Analog Devices
ADI
$124B
| $2.06B | 0.42% | 19,543,005 -1,912,197 | -9% | -$201M |
|
40
Citigroup
C
$178B
| $1.92B | 0.39% | 30,837,201 +141,856 | +0.5% | +$8.83M |
|
41
Morgan Stanley
MS
$240B
| $1.86B | 0.38% | 44,136,460 +41,363 | +0.1% | +$1.75M |
|
42
Boston Scientific
BSX
$156B
| $1.86B | 0.38% | 48,509,251 -1,696,203 | -3% | -$65.1M |
|
43
HDFC Bank
HDB
$182B
| $1.81B | 0.37% | 15,619,958 -85,730 | -0.5% | -$9.94M |
|
44
General Dynamics
GD
$87.3B
| $1.81B | 0.37% | 10,683,807 -82,826 | -0.8% | -$14M |
|
45
Occidental Petroleum
OXY
$46.9B
| $1.8B | 0.37% | 27,152,996 -1,224,187 | -4% | -$81M |
|
46
Exxon Mobil
XOM
$487B
| $1.79B | 0.37% | 22,115,841 +211,473 | +1% | +$17.1M |
|
47
Vanguard S&P 500 ETF
VOO
$726B
| $1.79B | 0.36% | 6,882,599 +275,676 | +4% | +$71.5M |
|
48
AutoZone
AZO
$70.2B
| $1.74B | 0.36% | 1,698,317 -175,408 | -9% | -$180M |
|
|
49
iShares 7-10 Year Treasury Bond ETF
IEF
$35.7B
| $1.72B | 0.35% | 16,113,181 +14,831,635 | +1,157% | +$1.58B |
|
50
Automatic Data Processing
ADP
$123B
| $1.68B | 0.34% | 10,539,200 +2,201,201 | +26% | +$352M |
|