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 |
SPDR S&P 500 ETF Trust
SPY
|
$1.57B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.02B |
| 3 |
Northrop Grumman
NOC
|
$504M |
| 4 |
Truist Financial
TFC
|
$493M |
| 5 |
Analog Devices
ADI
|
$490M |
Top Sells
| 1 |
Alibaba
BABA
|
$1.87B |
| 2 |
Tesla
TSLA
|
$1.01B |
| 3 |
Verizon
VZ
|
$808M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$798M |
| 5 |
TSMC
TSM
|
$797M |
Sector Composition
| 1 | Technology | 17.8% |
| 2 | Consumer Discretionary | 11.45% |
| 3 | Healthcare | 10.78% |
| 4 | Financials | 10.38% |
| 5 | Industrials | 7.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Health Care Select Sector SPDR Fund
XLV
$33.8B
| $2.08B | 0.35% |
20,073,975
+2,276,030
| +13% | +$236M |
|
52
Thermo Fisher Scientific
TMO
$183B
| $2.08B | 0.35% |
4,791,630
-245,139
| -5% | -$106M |
|
53
Sea Limited
SE
$107B
| $2.08B | 0.35% |
13,406,674
+1,214,218
| +10% | +$188M |
|
54
Honeywell
HON
$136B
| $2.08B | 0.35% |
12,625,925
+1,569,096
| +14% | +$258M |
|
55
Amgen
AMGN
$153B
| $2.05B | 0.35% |
8,270,553
+1,392,173
| +20% | +$346M |
|
56
Stanley Black & Decker
SWK
$11.3B
| $1.92B | 0.32% |
11,859,103
+1,672,038
| +16% | +$270M |
|
57
Blackrock
BLK
$170B
| $1.89B | 0.32% |
3,408,034
+5,934
| +0.2% | +$3.29M |
|
58
PepsiCo
PEP
$203B
| $1.88B | 0.32% |
13,673,417
+1,359
| +0% | +$186K |
|
59
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.89B
| $1.85B | 0.31% |
38,249,375
+2,622,637
| +7% | +$127M |
|
60
Medtronic
MDT
$118B
| $1.83B | 0.31% |
17,851,223
+865,762
| +5% | +$88.9M |
|
61
Cigna
CI
$80.2B
| $1.83B | 0.31% |
11,136,731
+1,738,261
| +18% | +$286M |
|
62
HDFC Bank
HDB
$181B
| $1.8B | 0.3% |
36,723,696
+1,522,821
| +4% | +$74.6M |
|
|
63
Truist Financial
TFC
$59.8B
| $1.79B | 0.3% |
48,473,224
+13,312,350
| +38% | +$493M |
|
64
Charter Communications
CHTR
$35.7B
| $1.78B | 0.3% |
2,834,725
+147,100
| +5% | +$92.2M |
|
65
Air Products & Chemicals
APD
$64.8B
| $1.76B | 0.3% |
5,989,893
-103,051
| -2% | -$30.3M |
|
66
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.75B | 0.29% |
8,317,683
-210,822
| -2% | -$44.4M |
|
67
Vanguard S&P 500 ETF
VOO
$724B
| $1.74B | 0.29% |
5,698,876
-98,929
| -2% | -$30.2M |
|
68
O'Reilly Automotive
ORLY
$88.1B
| $1.73B | 0.29% |
3,806,742
+20,450
| +0.5% | +$9.27M |
|
69
Progressive
PGR
$145B
| $1.7B | 0.29% |
18,097,042
+1,060,295
| +6% | +$99.8M |
|
70
Chevron
CVX
$318B
| $1.7B | 0.28% |
23,582,640
-2,227,657
| -9% | -$160M |
|
71
iShares Russell 1000 Growth ETF
IWF
$117B
| $1.69B | 0.28% |
7,862,623
-420,249
| -5% | -$90.4M |
|
72
Boston Scientific
BSX
$159B
| $1.57B | 0.26% |
41,555,253
+2,029,505
| +5% | +$76.6M |
|
|
73
Northrop Grumman
NOC
$83.2B
| $1.56B | 0.26% |
4,808,332
+1,549,606
| +48% | +$504M |
|
74
PNC Financial Services
PNC
$80.7B
| $1.5B | 0.25% |
14,050,314
+181,008
| +1% | +$19.4M |
|
75
Lam Research
LRCX
$124B
| $1.5B | 0.25% |
4,440,062
+819,516
| +23% | +$277M |
|