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 |
Salesforce
CRM
|
$1.16B |
| 2 |
Broadcom
AVGO
|
$1.02B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$971M |
| 4 |
Verizon
VZ
|
$910M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$878M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.59B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.31B |
| 3 |
TWX
Time Warner Inc
TWX
|
$764M |
| 4 |
IBM
IBM
|
$705M |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$625M |
Sector Composition
| 1 | Financials | 14.86% |
| 2 | Technology | 13.42% |
| 3 | Healthcare | 10.29% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Eli Lilly
LLY
$661B
| $1.65B | 0.34% |
19,387,289
+3,438,532
| +22% | +$293M |
|
52
Hartford Financial Services
HIG
$37.4B
| $1.65B | 0.34% |
32,352,924
+2,087,278
| +7% | +$107M |
|
53
Medtronic
MDT
$118B
| $1.63B | 0.34% |
19,060,526
+5,845,769
| +44% | +$500M |
|
54
Accenture
ACN
$158B
| $1.6B | 0.33% |
9,753,881
-2,182
| -0% | -$357K |
|
55
PayPal
PYPL
$66.5B
| $1.56B | 0.32% |
18,776,004
+337,234
| +2% | +$28.1M |
|
56
Adobe
ADBE
$148B
| $1.52B | 0.31% |
6,247,524
-1,891,906
| -23% | -$461M |
|
57
HDFC Bank
HDB
$181B
| $1.46B | 0.3% |
27,876,514
+2,031,936
| +8% | +$107M |
|
58
Boston Scientific
BSX
$159B
| $1.45B | 0.3% |
44,356,598
+2,703,163
| +6% | +$88.4M |
|
59
Charles Schwab
SCHW
$175B
| $1.45B | 0.3% |
28,335,758
-7,718,785
| -21% | -$394M |
|
60
Stanley Black & Decker
SWK
$11.3B
| $1.43B | 0.29% |
10,744,278
+955,393
| +10% | +$127M |
|
61
American International
AIG
$45.1B
| $1.41B | 0.29% |
26,600,574
+1,994,087
| +8% | +$106M |
|
62
Vanguard Total International Bond ETF
BNDX
$68B
| $1.35B | 0.28% |
24,643,698
+3,457,219
| +16% | +$189M |
|
63
Capital One
COF
$142B
| $1.34B | 0.28% |
14,567,785
-3,583,992
| -20% | -$329M |
|
64
ConocoPhillips
COP
$118B
| $1.33B | 0.27% |
19,116,585
-241,395
| -1% | -$16.8M |
|
65
PNC Financial Services
PNC
$80.7B
| $1.31B | 0.27% |
9,722,574
-1,861,145
| -16% | -$251M |
|
66
Comcast
CMCSA
$125B
| $1.31B | 0.27% |
39,874,806
-7,619,752
| -16% | -$250M |
|
67
AutoZone
AZO
$70.1B
| $1.31B | 0.27% |
1,949,590
+156,896
| +9% | +$105M |
|
68
General Dynamics
GD
$86.8B
| $1.3B | 0.27% |
6,985,188
+649,080
| +10% | +$121M |
|
69
Becton Dickinson
BDX
$54.3B
| $1.28B | 0.26% |
5,485,402
+801,605
| +17% | +$187M |
|
70
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.27B | 0.26% |
6,811,994
+306,810
| +5% | +$57.3M |
|
71
T Rowe Price
TROW
$23.2B
| $1.27B | 0.26% |
10,919,927
-487,515
| -4% | -$56.6M |
|
72
AvalonBay Communities
AVB
$26.9B
| $1.27B | 0.26% |
7,366,320
-454,293
| -6% | -$78.1M |
|
73
Bristol-Myers Squibb
BMY
$96.7B
| $1.26B | 0.26% |
22,805,775
+255,589
| +1% | +$14.1M |
|
74
iShares Core US Aggregate Bond ETF
AGG
$130B
| $1.23B | 0.25% |
11,575,426
+1,488,929
| +15% | +$158M |
|
75
Eaton
ETN
$134B
| $1.23B | 0.25% |
16,406,419
+937,095
| +6% | +$70M |
|