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 |
Bristol-Myers Squibb
BMY
|
$1.02B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.02B |
| 3 |
Truist Financial
TFC
|
$1B |
| 4 |
Tesla
TSLA
|
$912M |
| 5 |
Johnson & Johnson
JNJ
|
$842M |
Top Sells
| 1 |
Pfizer
PFE
|
$1.5B |
| 2 |
iShares Russell 2000 ETF
IWM
|
$1.27B |
| 3 |
Microsoft
MSFT
|
$1.05B |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
$987M |
| 5 |
CELG
Celgene Corp
CELG
|
$929M |
Sector Composition
| 1 | Technology | 14.23% |
| 2 | Financials | 13.12% |
| 3 | Healthcare | 10.39% |
| 4 | Consumer Discretionary | 9.46% |
| 5 | Industrials | 7.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Boston Scientific
BSX
$159B
| $1.81B | 0.34% |
40,056,004
-2,254,655
| -5% | -$102M |
|
52
Charter Communications
CHTR
$35.7B
| $1.79B | 0.33% |
3,689,852
-705,285
| -16% | -$342M |
|
53
Prologis
PLD
$103B
| $1.78B | 0.33% |
19,962,504
-2,481,865
| -11% | -$221M |
|
54
Philip Morris
PM
$254B
| $1.76B | 0.33% |
20,732,856
+4,153,725
| +25% | +$353M |
|
55
PepsiCo
PEP
$203B
| $1.76B | 0.33% |
12,892,291
+1,559,365
| +14% | +$213M |
|
56
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.74B | 0.33% |
7,703,322
+1,623,392
| +27% | +$368M |
|
|
57
Truist Financial
TFC
$59.8B
| $1.73B | 0.32% |
30,783,949
+17,800,957
| +137% | +$1B |
|
58
Thermo Fisher Scientific
TMO
$183B
| $1.72B | 0.32% |
5,279,954
-377,442
| -7% | -$123M |
|
59
Cigna
CI
$80.2B
| $1.7B | 0.32% |
8,332,835
-1,079,870
| -11% | -$221M |
|
60
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $1.68B | 0.31% |
13,377,468
+2,326,595
| +21% | +$293M |
|
61
ConocoPhillips
COP
$118B
| $1.67B | 0.31% |
25,607,782
+3,056,548
| +14% | +$199M |
|
62
iShares Core US Aggregate Bond ETF
AGG
$130B
| $1.64B | 0.31% |
14,594,628
+406,579
| +3% | +$45.7M |
|
63
O'Reilly Automotive
ORLY
$88.1B
| $1.6B | 0.3% |
3,653,919
-305,746
| -8% | -$134M |
|
64
iShares MSCI Japan ETF
EWJ
$15.2B
| $1.6B | 0.3% |
27,002,592
+421,860
| +2% | +$25M |
|
65
AbbVie
ABBV
$374B
| $1.59B | 0.3% |
17,954,007
+4,527,315
| +34% | +$401M |
|
66
NVIDIA
NVDA
$4.15T
| $1.56B | 0.29% |
6,608,677
-1,039,443
| -14% | -$245M |
|
67
Netflix
NFLX
$521B
| $1.54B | 0.29% |
4,747,288
-2,175,080
| -31% | -$704M |
|
68
Medtronic
MDT
$118B
| $1.53B | 0.29% |
13,511,287
+2,542,843
| +23% | +$288M |
|
69
General Dynamics
GD
$86.8B
| $1.51B | 0.28% |
8,552,260
-1,386,826
| -14% | -$245M |
|
70
Mondelez International
MDLZ
$79.3B
| $1.5B | 0.28% |
27,265,696
+3,782,977
| +16% | +$208M |
|
71
Exxon Mobil
XOM
$477B
| $1.47B | 0.27% |
21,116,833
-510,930
| -2% | -$35.7M |
|
72
Air Products & Chemicals
APD
$64.8B
| $1.42B | 0.27% |
6,052,909
+543,055
| +10% | +$128M |
|
73
Diamondback Energy
FANG
$41.2B
| $1.42B | 0.27% |
15,315,318
+2,156,412
| +16% | +$200M |
|
74
Fidelity National Information Services
FIS
$35.6B
| $1.41B | 0.26% |
10,143,287
+315,059
| +3% | +$43.8M |
|
75
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.39B
| $1.39B | 0.26% |
53,691,307
+1,240,825
| +2% | +$32.1M |
|