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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.22B |
| 2 |
iShares TIPS Bond ETF
TIP
|
$1.55B |
| 3 |
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
|
$1.31B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.1B |
| 5 |
Wells Fargo
WFC
|
$899M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.46B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.45B |
| 3 |
Tesla
TSLA
|
$2.03B |
| 4 |
TSMC
TSM
|
$1.66B |
| 5 |
Texas Instruments
TXN
|
$1.62B |
Sector Composition
| 1 | Technology | 18.09% |
| 2 | Financials | 11.43% |
| 3 | Consumer Discretionary | 11.01% |
| 4 | Healthcare | 10.73% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Medtronic
MDT
$118B
| $2.43B | 0.36% |
20,714,298
+2,863,075
| +16% | +$335M |
|
52
Stanley Black & Decker
SWK
$11.3B
| $2.38B | 0.35% |
13,344,450
+1,485,347
| +13% | +$265M |
|
53
Qualcomm
QCOM
$170B
| $2.33B | 0.34% |
15,309,260
+3,247,653
| +27% | +$495M |
|
54
Honeywell
HON
$136B
| $2.29B | 0.34% |
10,764,404
-1,861,521
| -15% | -$396M |
|
55
McDonald's
MCD
$226B
| $2.27B | 0.33% |
10,564,747
+106,471
| +1% | +$22.8M |
|
56
Xcel Energy
XEL
$42.8B
| $2.27B | 0.33% |
33,993,452
-1,061,610
| -3% | -$70.8M |
|
57
NXP Semiconductors
NXPI
$57.5B
| $2.22B | 0.33% |
13,977,737
+2,401,289
| +21% | +$382M |
|
58
RTX Corp
RTX
$212B
| $2.16B | 0.32% |
30,155,981
+6,767,269
| +29% | +$484M |
|
59
Salesforce
CRM
$245B
| $2.15B | 0.32% |
9,679,430
-2,539,629
| -21% | -$565M |
|
60
Merck
MRK
$210B
| $2.14B | 0.31% |
26,129,957
-2,315,191
| -8% | -$189M |
|
61
Thermo Fisher Scientific
TMO
$183B
| $2.1B | 0.31% |
4,507,668
-283,962
| -6% | -$132M |
|
62
PepsiCo
PEP
$203B
| $2.08B | 0.31% |
14,008,845
+335,428
| +2% | +$49.7M |
|
63
Booking.com
BKNG
$181B
| $2.07B | 0.3% |
927,761
+139,682
| +18% | +$311M |
|
64
Vanguard S&P 500 ETF
VOO
$724B
| $2.01B | 0.3% |
5,850,367
+151,491
| +3% | +$52.1M |
|
65
Charles Schwab
SCHW
$175B
| $1.99B | 0.29% |
37,431,291
+10,602,958
| +40% | +$562M |
|
66
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.98B | 0.29% |
8,519,325
+201,642
| +2% | +$46.8M |
|
67
PNC Financial Services
PNC
$80.7B
| $1.97B | 0.29% |
13,188,074
-862,240
| -6% | -$128M |
|
68
Chubb
CB
$111B
| $1.93B | 0.28% |
12,520,441
+1,104,621
| +10% | +$170M |
|
69
Chevron
CVX
$318B
| $1.93B | 0.28% |
22,816,406
-766,234
| -3% | -$64.7M |
|
70
iShares Russell 1000 Growth ETF
IWF
$117B
| $1.83B | 0.27% |
7,606,990
-255,633
| -3% | -$61.6M |
|
|
71
iShares TIPS Bond ETF
TIP
$13.5B
| $1.82B | 0.27% |
14,242,715
+12,172,186
| +588% | +$1.55B |
|
72
iShares MBS ETF
MBB
$40.9B
| $1.78B | 0.26% |
16,137,730
+7,086,656
| +78% | +$780M |
|
|
73
Wells Fargo
WFC
$258B
| $1.78B | 0.26% |
58,885,798
+29,800,783
| +102% | +$899M |
|
74
Charter Communications
CHTR
$35.7B
| $1.77B | 0.26% |
2,675,526
-159,199
| -6% | -$105M |
|
75
Blackrock
BLK
$170B
| $1.77B | 0.26% |
2,446,216
-961,818
| -28% | -$694M |
|