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
|
$3.58B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.7B |
| 3 |
Apple
AAPL
|
$1.81B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.63B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.57B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.27B |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$922M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$854M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$801M |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.54% |
| 4 | Healthcare | 10.31% |
| 5 | Industrials | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alibaba
BABA
$325B
| $2.87B | 0.34% |
12,660,434
+497,087
| +4% | +$113M |
|
52
iShares MSCI EAFE ETF
EFA
$65.4B
| $2.83B | 0.34% |
35,894,741
-513,356
| -1% | -$40.5M |
|
53
Trane Technologies
TT
$90.9B
| $2.8B | 0.33% |
15,219,015
+2,697,641
| +22% | +$497M |
|
54
Xcel Energy
XEL
$42.8B
| $2.76B | 0.33% |
41,959,858
+4,340,845
| +12% | +$286M |
|
|
55
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $2.7B | 0.32% |
43,940,359
+43,916,687
| +185,522% | +$2.7B |
|
56
HDFC Bank
HDB
$181B
| $2.63B | 0.31% |
35,906,721
+207,884
| +0.6% | +$15.2M |
|
57
Procter & Gamble
PG
$370B
| $2.6B | 0.31% |
19,266,259
-901,697
| -4% | -$122M |
|
58
Booking.com
BKNG
$181B
| $2.56B | 0.31% |
1,169,496
-6,810
| -0.6% | -$14.9M |
|
59
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.54B | 0.3% |
9,151,271
+208,253
| +2% | +$57.9M |
|
60
NXP Semiconductors
NXPI
$57.5B
| $2.53B | 0.3% |
12,308,805
+191,174
| +2% | +$39.3M |
|
61
Cigna
CI
$80.2B
| $2.52B | 0.3% |
10,648,093
-974,748
| -8% | -$231M |
|
62
Philip Morris
PM
$254B
| $2.52B | 0.3% |
25,434,422
+2,572,644
| +11% | +$255M |
|
63
Chevron
CVX
$318B
| $2.51B | 0.3% |
23,961,320
+104,765
| +0.4% | +$11M |
|
64
PNC Financial Services
PNC
$80.7B
| $2.48B | 0.3% |
13,022,404
-320,213
| -2% | -$61.1M |
|
65
Snap
SNAP
$12.3B
| $2.4B | 0.29% |
35,195,818
-5,207,045
| -13% | -$355M |
|
66
Vanguard S&P 500 ETF
VOO
$724B
| $2.38B | 0.28% |
6,037,880
+324,815
| +6% | +$128M |
|
67
PPG Industries
PPG
$24.6B
| $2.37B | 0.28% |
13,933,341
+865,677
| +7% | +$147M |
|
68
Nike
NKE
$110B
| $2.33B | 0.28% |
15,079,686
+1,158,432
| +8% | +$179M |
|
69
Thermo Fisher Scientific
TMO
$183B
| $2.3B | 0.27% |
4,552,553
-8,123
| -0.2% | -$4.1M |
|
70
iShares US Treasury Bond ETF
GOVT
$27.8B
| $2.29B | 0.27% |
86,224,271
+54,390,034
| +171% | +$1.45B |
|
71
Verizon
VZ
$184B
| $2.26B | 0.27% |
40,283,127
-731,753
| -2% | -$41M |
|
72
US Bancorp
USB
$75.5B
| $2.25B | 0.27% |
39,525,600
+3,358,232
| +9% | +$191M |
|
73
Citigroup
C
$175B
| $2.23B | 0.27% |
31,514,607
+2,985,436
| +10% | +$211M |
|
74
Blackrock
BLK
$170B
| $2.22B | 0.27% |
2,542,122
+111,790
| +5% | +$97.8M |
|
75
PepsiCo
PEP
$203B
| $2.21B | 0.26% |
14,939,568
+452,004
| +3% | +$67M |
|