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 Bond Market
BND
|
$1.86B |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.75B |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.55B |
| 4 |
UnitedHealth
UNH
|
$1.06B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.02B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.11B |
| 2 |
Centene
CNC
|
$720M |
| 3 |
Amazon
AMZN
|
$707M |
| 4 |
Texas Instruments
TXN
|
$660M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$511M |
Sector Composition
| 1 | Technology | 15.76% |
| 2 | Healthcare | 13.45% |
| 3 | Financials | 11.28% |
| 4 | Consumer Discretionary | 8.75% |
| 5 | Industrials | 7.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5901
First Trust Nasdaq Food & Beverage ETF
FTXG
$21.2M
| – | – |
-50,000
| Closed | -$1.28M |
|