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 |
SPDR S&P 500 ETF Trust
SPY
|
$1.57B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.02B |
| 3 |
Northrop Grumman
NOC
|
$504M |
| 4 |
Truist Financial
TFC
|
$493M |
| 5 |
Analog Devices
ADI
|
$490M |
Top Sells
| 1 |
Alibaba
BABA
|
$1.87B |
| 2 |
Tesla
TSLA
|
$1.01B |
| 3 |
Verizon
VZ
|
$808M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$798M |
| 5 |
TSMC
TSM
|
$797M |
Sector Composition
| 1 | Technology | 17.8% |
| 2 | Consumer Discretionary | 11.45% |
| 3 | Healthcare | 10.78% |
| 4 | Financials | 10.38% |
| 5 | Industrials | 7.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Advanced Micro Devices
AMD
$263B
| $3.1B | 0.52% |
37,940,690
+5,055,614
| +15% | +$413M |
|
27
iShares Core S&P 500 ETF
IVV
$660B
| $3.07B | 0.52% |
9,204,828
+9,448
| +0.1% | +$3.15M |
|
|
28
Analog Devices
ADI
$120B
| $3.04B | 0.51% |
26,039,376
+4,199,225
| +19% | +$490M |
|
29
Procter & Gamble
PG
$370B
| $3.03B | 0.51% |
22,093,271
-374,808
| -2% | -$51.4M |
|
30
Comcast
CMCSA
$125B
| $3.03B | 0.51% |
65,586,329
+2,202,613
| +3% | +$102M |
|
31
Salesforce
CRM
$245B
| $3.02B | 0.51% |
12,219,059
+771,094
| +7% | +$191M |
|
32
iShares MSCI EAFE ETF
EFA
$65.4B
| $2.79B | 0.47% |
43,650,802
-4,646,979
| -10% | -$297M |
|
33
Eli Lilly
LLY
$661B
| $2.76B | 0.46% |
18,842,425
+2,900,041
| +18% | +$424M |
|
34
Netflix
NFLX
$521B
| $2.74B | 0.46% |
5,558,668
+347,462
| +7% | +$171M |
|
35
Prologis
PLD
$103B
| $2.69B | 0.45% |
27,054,679
+2,051,834
| +8% | +$204M |
|
36
Coca-Cola
KO
$297B
| $2.67B | 0.45% |
54,638,237
+7,560,062
| +16% | +$370M |
|
37
Bank of America
BAC
$371B
| $2.65B | 0.45% |
111,591,940
-10,986,303
| -9% | -$261M |
|
|
38
Verizon
VZ
$184B
| $2.64B | 0.44% |
44,559,231
-13,632,804
| -23% | -$808M |
|
39
iShares 7-10 Year Treasury Bond ETF
IEF
$35.6B
| $2.6B | 0.44% |
21,290,351
-4,495,832
| -17% | -$549M |
|
40
AbbVie
ABBV
$374B
| $2.54B | 0.43% |
29,190,573
+539,914
| +2% | +$46.9M |
|
41
iShares S&P 500 Value ETF
IVE
$40.9B
| $2.53B | 0.43% |
22,680,205
-338,293
| -1% | -$37.7M |
|
42
Mercado Libre
MELI
$120B
| $2.43B | 0.41% |
2,244,724
+8,369
| +0.4% | +$9.06M |
|
43
Xcel Energy
XEL
$42.8B
| $2.41B | 0.4% |
35,055,062
+265,550
| +0.8% | +$18.2M |
|
44
Eaton
ETN
$134B
| $2.39B | 0.4% |
23,626,633
+3,243,644
| +16% | +$328M |
|
45
Morgan Stanley
MS
$237B
| $2.37B | 0.4% |
50,251,909
-1,421,238
| -3% | -$67.1M |
|
|
46
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $2.33B | 0.39% |
14,160,990
+6,162,161
| +77% | +$1.02B |
|
47
Merck
MRK
$210B
| $2.33B | 0.39% |
28,445,148
+1,174,323
| +4% | +$96.2M |
|
48
iShares Russell 2000 ETF
IWM
$66.6B
| $2.32B | 0.39% |
15,546,947
+2,128,221
| +16% | +$318M |
|
49
iShares Core US Aggregate Bond ETF
AGG
$130B
| $2.3B | 0.39% |
19,474,121
+2,498,195
| +15% | +$295M |
|
50
McDonald's
MCD
$226B
| $2.29B | 0.38% |
10,458,276
+105,885
| +1% | +$23.2M |
|