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 International Bond ETF
BNDX
|
$2.34B |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.65B |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.58B |
| 4 |
iShares MBS ETF
MBB
|
$1.3B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.18B |
Top Sells
| 1 |
Apple
AAPL
|
$776M |
| 2 |
Johnson & Johnson
JNJ
|
$698M |
| 3 |
Mondelez International
MDLZ
|
$646M |
| 4 |
CVS Health
CVS
|
$591M |
| 5 |
UnitedHealth
UNH
|
$555M |
Sector Composition
| 1 | Technology | 13.13% |
| 2 | Financials | 12.96% |
| 3 | Healthcare | 10.58% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Industrials | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI Japan ETF
EWJ
$15.3B
| $1.67B | 0.34% | 30,518,061 -8,285,914 | -21% | -$453M |
|
52
NVIDIA
NVDA
$4.24T
| $1.66B | 0.34% | 9,262,628 -1,878,989 | -17% | -$337M |
|
53
DuPont de Nemours
DD
$32.2B
| $1.66B | 0.34% | 31,145,482 -2,610,457 | -8% | -$139M |
|
54
Ross Stores
ROST
$48.1B
| $1.65B | 0.34% | 17,775,905 -721,866 | -4% | -$67.2M |
|
55
Charter Communications
CHTR
$36.3B
| $1.62B | 0.33% | 4,679,794 +123,374 | +3% | +$42.8M |
|
56
Procter & Gamble
PG
$368B
| $1.59B | 0.32% | 15,262,819 -375,311 | -2% | -$39.1M |
|
|
57
Mondelez International
MDLZ
$79.5B
| $1.57B | 0.32% | 31,396,242 -12,931,975 | -29% | -$646M |
|
58
Stanley Black & Decker
SWK
$11.5B
| $1.55B | 0.32% | 11,386,607 +893,269 | +9% | +$122M |
|
59
Philip Morris
PM
$260B
| $1.55B | 0.32% | 17,500,323 -1,053,487 | -6% | -$93.1M |
|
60
Medtronic
MDT
$119B
| $1.54B | 0.31% | 16,860,347 +289,573 | +2% | +$26.4M |
|
61
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.53B | 0.31% | 7,633,051 +124,983 | +2% | +$25.1M |
|
|
PXD
62
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.49B | 0.3% | 9,784,392 -223,223 | -2% | -$34M |
|
63
Meta Platforms (Facebook)
META
$1.86T
| $1.49B | 0.3% | 8,919,541 -1,158,340 | -11% | -$193M |
|
64
iShares Core US Aggregate Bond ETF
AGG
$131B
| $1.48B | 0.3% | 13,568,929 +1,467,101 | +12% | +$160M |
|
65
Prologis
PLD
$106B
| $1.48B | 0.3% | 20,530,040 -588,687 | -3% | -$42.4M |
|
66
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $1.46B | 0.3% | 18,394,820 -1,878,812 | -9% | -$150M |
|
67
iShares Russell 2000 ETF
IWM
$67B
| $1.46B | 0.3% | 9,552,137 +1,145,754 | +14% | +$175M |
|
68
Cigna
CI
$80.3B
| $1.45B | 0.3% | 8,997,743 -1,128,884 | -11% | -$182M |
|
69
Zimmer Biomet
ZBH
$21B
| $1.44B | 0.29% | 11,250,063 -656,934 | -6% | -$83.9M |
|
70
Marathon Petroleum
MPC
$54.6B
| $1.43B | 0.29% | 23,929,668 -413,347 | -2% | -$24.7M |
|
71
Boeing
BA
$177B
| $1.4B | 0.29% | 3,676,756 -363,449 | -9% | -$139M |
|
72
Diamondback Energy
FANG
$43.1B
| $1.37B | 0.28% | 13,528,463 +1,388,245 | +11% | +$141M |
|
73
PepsiCo
PEP
$204B
| $1.36B | 0.28% | 11,119,454 -3,701,968 | -25% | -$454M |
|
74
O'Reilly Automotive
ORLY
$88B
| $1.36B | 0.28% | 3,499,770 +380,097 | +12% | +$148M |
|
|
75
iShares MBS ETF
MBB
$41B
| $1.32B | 0.27% | 12,429,426 +12,237,446 | +6,374% | +$1.3B |
|