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 Short-Term Bond ETF
BSV
|
$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.68B |
| 3 |
AbbVie
ABBV
|
$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$756M |
Top Sells
| 1 |
Apple
AAPL
|
$2.34B |
| 2 |
Amazon
AMZN
|
$1.76B |
| 3 |
Cigna
CI
|
$1.06B |
| 4 |
Morgan Stanley
MS
|
$1.05B |
| 5 |
Microsoft
MSFT
|
$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard S&P 500 ETF
VOO
$724B
| $2.91B | 0.36% |
7,370,910
+1,333,030
| +22% | +$526M |
|
52
Trane Technologies
TT
$90.9B
| $2.84B | 0.35% |
16,420,837
+1,201,822
| +8% | +$207M |
|
53
iShares S&P 500 Value ETF
IVE
$40.9B
| $2.78B | 0.34% |
19,102,042
-450,512
| -2% | -$65.5M |
|
54
Lam Research
LRCX
$124B
| $2.76B | 0.34% |
48,565,610
-11,781,560
| -20% | -$671M |
|
55
Charles Schwab
SCHW
$175B
| $2.74B | 0.34% |
37,585,029
-7,419,599
| -16% | -$540M |
|
56
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $2.72B | 0.34% |
44,372,775
+432,416
| +1% | +$26.6M |
|
57
Thermo Fisher Scientific
TMO
$183B
| $2.59B | 0.32% |
4,535,821
-16,732
| -0.4% | -$9.56M |
|
58
Booking.com
BKNG
$181B
| $2.58B | 0.32% |
1,086,220
-83,276
| -7% | -$198M |
|
59
HDFC Bank
HDB
$181B
| $2.57B | 0.32% |
35,219,230
-687,491
| -2% | -$50.2M |
|
60
RTX Corp
RTX
$212B
| $2.55B | 0.32% |
29,678,561
-5,044,963
| -15% | -$434M |
|
61
Xcel Energy
XEL
$42.8B
| $2.49B | 0.31% |
39,811,728
-2,148,130
| -5% | -$134M |
|
62
US Bancorp
USB
$75.5B
| $2.49B | 0.31% |
41,828,927
+2,303,327
| +6% | +$137M |
|
63
Regeneron Pharmaceuticals
REGN
$59.8B
| $2.48B | 0.31% |
4,102,445
+314,052
| +8% | +$190M |
|
64
PNC Financial Services
PNC
$80.7B
| $2.47B | 0.31% |
12,644,414
-377,990
| -3% | -$73.9M |
|
65
Philip Morris
PM
$254B
| $2.43B | 0.3% |
25,618,420
+183,998
| +0.7% | +$17.4M |
|
66
NXP Semiconductors
NXPI
$57.5B
| $2.42B | 0.3% |
12,337,656
+28,851
| +0.2% | +$5.65M |
|
67
Vanguard FTSE Europe ETF
VGK
$26.6B
| $2.36B | 0.29% |
36,033,138
+4,214,255
| +13% | +$276M |
|
68
PPG Industries
PPG
$24.6B
| $2.35B | 0.29% |
16,420,436
+2,487,095
| +18% | +$356M |
|
69
Capital One
COF
$142B
| $2.33B | 0.29% |
14,361,274
+895,617
| +7% | +$145M |
|
70
Chevron
CVX
$318B
| $2.31B | 0.29% |
22,776,136
-1,185,184
| -5% | -$120M |
|
71
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.31B | 0.29% |
8,452,413
-698,858
| -8% | -$191M |
|
72
PepsiCo
PEP
$203B
| $2.24B | 0.28% |
14,901,566
-38,002
| -0.3% | -$5.72M |
|
73
iShares Russell 1000 Value ETF
IWD
$63.2B
| $2.24B | 0.28% |
14,311,037
+1,390,677
| +11% | +$218M |
|
74
iShares Russell 1000 Growth ETF
IWF
$117B
| $2.18B | 0.27% |
7,964,347
+833,615
| +12% | +$228M |
|
75
iShares MSCI Japan ETF
EWJ
$15.2B
| $2.15B | 0.27% |
30,586,238
+1,127,439
| +4% | +$79.2M |
|