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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.48B |
| 2 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.45B |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.18B |
| 4 |
Linde
LIN
|
$751M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
$719M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$6.32B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.29B |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$862M |
| 4 |
Apple
AAPL
|
$795M |
| 5 |
Walt Disney
DIS
|
$750M |
Sector Composition
| 1 | Financials | 13.46% |
| 2 | Technology | 12.55% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 8.9% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
AutoZone
AZO
$69.9B
| $1.57B | 0.36% |
1,873,725
-160,826
| -8% | -$135M |
|
52
Ross Stores
ROST
$49.3B
| $1.54B | 0.36% |
18,497,771
+4,590,001
| +33% | +$382M |
|
53
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.53B | 0.35% |
7,508,068
+227,613
| +3% | +$46.5M |
|
54
Vanguard S&P 500 ETF
VOO
$724B
| $1.52B | 0.35% |
6,606,923
-537,750
| -8% | -$124M |
|
55
Vanguard Total International Bond ETF
BNDX
$68B
| $1.51B | 0.35% |
27,798,510
-830,330
| -3% | -$45M |
|
56
Medtronic
MDT
$118B
| $1.51B | 0.35% |
16,570,774
-1,829,874
| -10% | -$166M |
|
57
Exxon Mobil
XOM
$478B
| $1.49B | 0.35% |
21,904,368
+845,165
| +4% | +$57.6M |
|
58
NVIDIA
NVDA
$4.17T
| $1.49B | 0.34% |
11,141,617
+363,816
| +3% | +$48.6M |
|
59
Procter & Gamble
PG
$368B
| $1.44B | 0.33% |
15,638,130
+5,336,047
| +52% | +$490M |
|
60
Marathon Petroleum
MPC
$54.4B
| $1.44B | 0.33% |
24,343,015
+7,180,228
| +42% | +$424M |
|
61
Meta Platforms (Facebook)
META
$1.85T
| $1.32B | 0.31% |
10,077,881
-4,509,561
| -31% | -$591M |
|
|
PXD
62
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.32B | 0.3% |
10,007,615
+1,837,532
| +22% | +$242M |
|
63
Boeing
BA
$176B
| $1.3B | 0.3% |
4,040,205
-852,584
| -17% | -$275M |
|
64
Charter Communications
CHTR
$35.6B
| $1.3B | 0.3% |
4,556,420
-31,339
| -0.7% | -$8.93M |
|
65
iShares Core US Aggregate Bond ETF
AGG
$130B
| $1.29B | 0.3% |
12,101,828
+1,201,988
| +11% | +$128M |
|
66
Broadcom
AVGO
$1.43T
| $1.26B | 0.29% |
4,965,855
-418,341
| -8% | -$106M |
|
67
Stanley Black & Decker
SWK
$11.2B
| $1.26B | 0.29% |
10,493,338
-2,073,406
| -16% | -$248M |
|
68
CME Group
CME
$96.7B
| $1.25B | 0.29% |
6,636,299
+704,760
| +12% | +$133M |
|
69
Prologis
PLD
$104B
| $1.24B | 0.29% |
21,118,727
+4,036,189
| +24% | +$237M |
|
70
Philip Morris
PM
$257B
| $1.24B | 0.29% |
18,553,810
+4,287,560
| +30% | +$286M |
|
71
Zimmer Biomet
ZBH
$20.6B
| $1.23B | 0.29% |
11,906,997
+311,553
| +3% | +$32.3M |
|
72
ConocoPhillips
COP
$118B
| $1.23B | 0.28% |
19,711,981
+477,071
| +2% | +$29.7M |
|
73
Union Pacific
UNP
$131B
| $1.2B | 0.28% |
8,675,796
-2,283,608
| -21% | -$316M |
|
74
Vertex Pharmaceuticals
VRTX
$102B
| $1.19B | 0.28% |
7,187,521
+70,305
| +1% | +$11.7M |
|
75
AvalonBay Communities
AVB
$27B
| $1.18B | 0.27% |
6,756,480
-715,368
| -10% | -$125M |
|