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 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$912M |
Top Sells
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Texas Instruments
TXN
$178B
| $2.97B | 0.59% |
22,980,333
-7,049,826
| -23% | -$911M |
|
27
iShares Core S&P 500 ETF
IVV
$660B
| $2.83B | 0.56% |
9,493,363
+13,710
| +0.1% | +$4.09M |
|
28
NextEra Energy, Inc.
NEE
$148B
| $2.83B | 0.56% |
12,159,747
-398,924
| -3% | -$92.9M |
|
29
Xcel Energy
XEL
$42.8B
| $2.55B | 0.51% |
39,360,503
-676,944
| -2% | -$43.9M |
|
30
Procter & Gamble
PG
$370B
| $2.48B | 0.49% |
19,938,746
-521,455
| -3% | -$64.9M |
|
31
Johnson & Johnson
JNJ
$429B
| $2.46B | 0.49% |
19,003,172
-2,845,659
| -13% | -$368M |
|
32
Norfolk Southern
NSC
$62.4B
| $2.39B | 0.48% |
13,307,852
+775,314
| +6% | +$139M |
|
33
Honeywell
HON
$136B
| $2.37B | 0.47% |
14,029,112
+53,928
| +0.4% | +$9.12M |
|
34
Wells Fargo
WFC
$258B
| $2.25B | 0.45% |
44,561,232
+5,289,560
| +13% | +$267M |
|
35
Meta Platforms (Facebook)
META
$1.85T
| $2.18B | 0.43% |
12,246,448
-710,105
| -5% | -$126M |
|
36
Analog Devices
ADI
$120B
| $2.16B | 0.43% |
19,375,380
+1,896,104
| +11% | +$212M |
|
37
PayPal
PYPL
$66.5B
| $2.08B | 0.41% |
20,062,216
+90,737
| +0.5% | +$9.4M |
|
38
Citigroup
C
$175B
| $2.03B | 0.4% |
29,421,515
+5,791
| +0% | +$400K |
|
39
Salesforce
CRM
$245B
| $1.96B | 0.39% |
13,186,880
-1,988,266
| -13% | -$295M |
|
40
Prologis
PLD
$103B
| $1.91B | 0.38% |
22,444,369
-440,256
| -2% | -$37.5M |
|
41
McDonald's
MCD
$226B
| $1.87B | 0.37% |
8,701,898
+1,833,452
| +27% | +$394M |
|
42
Morgan Stanley
MS
$237B
| $1.86B | 0.37% |
43,537,480
+1,570,376
| +4% | +$67M |
|
43
Netflix
NFLX
$521B
| $1.85B | 0.37% |
6,922,368
+648,718
| +10% | +$174M |
|
44
Vanguard S&P 500 ETF
VOO
$724B
| $1.84B | 0.37% |
6,735,935
+83,661
| +1% | +$22.8M |
|
45
General Dynamics
GD
$86.8B
| $1.82B | 0.36% |
9,939,086
-740,552
| -7% | -$135M |
|
46
Charter Communications
CHTR
$35.7B
| $1.81B | 0.36% |
4,395,137
-508,780
| -10% | -$210M |
|
47
Bristol-Myers Squibb
BMY
$96.7B
| $1.81B | 0.36% |
35,615,132
+10,715,158
| +43% | +$543M |
|
48
HDFC Bank
HDB
$181B
| $1.79B | 0.36% |
31,359,634
+16,058,793
| +105% | +$43.2M |
|
|
49
iShares Russell 2000 ETF
IWM
$66.6B
| $1.78B | 0.35% |
11,728,590
+6,025,864
| +106% | +$912M |
|
50
Automatic Data Processing
ADP
$121B
| $1.75B | 0.35% |
10,834,880
+355,361
| +3% | +$57.4M |
|