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
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.89B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.86B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$931M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$889M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$862M |
Sector Composition
| 1 | Technology | 16.95% |
| 2 | Financials | 11.22% |
| 3 | Healthcare | 11.1% |
| 4 | Consumer Discretionary | 10.84% |
| 5 | Industrials | 7.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Bank of America
BAC
$371B
| $2.91B | 0.56% |
122,578,243
-4,583,731
| -4% | -$109M |
|
27
iShares S&P 500 Growth ETF
IVW
$63.2B
| $2.9B | 0.56% |
13,983,156
-788,293
| -5% | -$164M |
|
28
iShares Core S&P 500 ETF
IVV
$660B
| $2.85B | 0.55% |
9,195,380
-227,580
| -2% | -$70.5M |
|
29
AbbVie
ABBV
$374B
| $2.81B | 0.54% |
28,650,659
+6,209,868
| +28% | +$610M |
|
30
Norfolk Southern
NSC
$62.4B
| $2.7B | 0.52% |
15,375,931
+1,948,446
| +15% | +$342M |
|
31
Procter & Gamble
PG
$370B
| $2.69B | 0.52% |
22,468,079
+55,422
| +0.2% | +$6.63M |
|
32
Analog Devices
ADI
$120B
| $2.68B | 0.52% |
21,840,151
+1,864,855
| +9% | +$229M |
|
33
Eli Lilly
LLY
$661B
| $2.62B | 0.51% |
15,942,384
-1,413,825
| -8% | -$232M |
|
34
Morgan Stanley
MS
$237B
| $2.5B | 0.48% |
51,673,147
+2,162,360
| +4% | +$104M |
|
35
iShares S&P 500 Value ETF
IVE
$40.9B
| $2.49B | 0.48% |
23,018,498
-1,180,805
| -5% | -$128M |
|
36
Comcast
CMCSA
$125B
| $2.47B | 0.48% |
63,383,716
-461,386
| -0.7% | -$18M |
|
37
Netflix
NFLX
$521B
| $2.37B | 0.46% |
5,211,206
+597,325
| +13% | +$272M |
|
38
NVIDIA
NVDA
$4.15T
| $2.35B | 0.45% |
6,181,961
-950,231
| -13% | -$361M |
|
39
Prologis
PLD
$103B
| $2.33B | 0.45% |
25,002,845
+1,031,778
| +4% | +$96.3M |
|
40
Chevron
CVX
$318B
| $2.3B | 0.44% |
25,810,297
-2,389,797
| -8% | -$213M |
|
41
Mercado Libre
MELI
$120B
| $2.2B | 0.43% |
2,236,355
+126,772
| +6% | +$125M |
|
42
Xcel Energy
XEL
$42.8B
| $2.17B | 0.42% |
34,789,512
-1,896,865
| -5% | -$119M |
|
43
Salesforce
CRM
$245B
| $2.14B | 0.41% |
11,447,965
-1,676,708
| -13% | -$314M |
|
44
Merck
MRK
$210B
| $2.11B | 0.41% |
27,270,825
-3,651,555
| -12% | -$282M |
|
45
Coca-Cola
KO
$297B
| $2.1B | 0.41% |
47,078,175
-11,589,714
| -20% | -$518M |
|
|
46
iShares Core US Aggregate Bond ETF
AGG
$130B
| $2.01B | 0.39% |
16,975,926
-7,517,156
| -31% | -$889M |
|
47
iShares Russell 2000 ETF
IWM
$66.6B
| $1.92B | 0.37% |
13,418,726
+7,655,455
| +133% | +$1.1B |
|
48
McDonald's
MCD
$226B
| $1.91B | 0.37% |
10,352,391
-639,060
| -6% | -$118M |
|
49
Blackrock
BLK
$170B
| $1.85B | 0.36% |
3,402,100
+122,177
| +4% | +$66.5M |
|
50
Thermo Fisher Scientific
TMO
$183B
| $1.83B | 0.35% |
5,036,769
-315,722
| -6% | -$114M |
|