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 |
Microsoft
MSFT
|
$2.27B |
| 2 |
Amazon
AMZN
|
$2.16B |
| 3 |
Intuitive Surgical
ISRG
|
$1.47B |
| 4 |
Tesla
TSLA
|
$1.15B |
| 5 |
NXP Semiconductors
NXPI
|
$1.12B |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.27B |
| 5 |
PayPal
PYPL
|
$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Thermo Fisher Scientific
TMO
$182B
| $3.23B | 0.37% |
4,843,831
+308,010
| +7% | +$206M |
|
52
Lam Research
LRCX
$123B
| $3.13B | 0.36% |
4,348,865
-507,696
| -10% | -$365M |
|
53
Charles Schwab
SCHW
$173B
| $3.05B | 0.35% |
36,315,426
-1,269,603
| -3% | -$107M |
|
54
PPG Industries
PPG
$24.5B
| $3.03B | 0.35% |
17,565,701
+1,145,265
| +7% | +$197M |
|
55
Chevron
CVX
$318B
| $2.99B | 0.35% |
25,471,743
+2,695,607
| +12% | +$316M |
|
56
Financial Select Sector SPDR Fund
XLF
$53.3B
| $2.94B | 0.34% |
75,257,868
+24,967,674
| +50% | +$975M |
|
57
Intuit
INTU
$184B
| $2.92B | 0.34% |
4,533,172
+1,207,800
| +36% | +$777M |
|
58
Regeneron Pharmaceuticals
REGN
$60.6B
| $2.9B | 0.33% |
4,591,529
+489,084
| +12% | +$309M |
|
59
iShares S&P 500 Value ETF
IVE
$40.7B
| $2.88B | 0.33% |
18,399,141
-702,901
| -4% | -$110M |
|
60
Vanguard FTSE Europe ETF
VGK
$26.5B
| $2.72B | 0.31% |
39,806,813
+3,773,675
| +10% | +$258M |
|
61
Progressive
PGR
$144B
| $2.67B | 0.31% |
26,042,208
+4,407,715
| +20% | +$452M |
|
62
PepsiCo
PEP
$202B
| $2.67B | 0.31% |
15,376,100
+474,534
| +3% | +$82.4M |
|
63
iShares Russell 1000 Value ETF
IWD
$62.9B
| $2.6B | 0.3% |
15,484,039
+1,173,002
| +8% | +$197M |
|
64
US Bancorp
USB
$74.8B
| $2.59B | 0.3% |
46,028,510
+4,199,583
| +10% | +$236M |
|
65
United Parcel Service
UPS
$72.1B
| $2.57B | 0.3% |
11,970,908
+237,391
| +2% | +$50.9M |
|
66
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.53B | 0.29% |
8,449,312
-3,101
| -0% | -$927K |
|
67
PNC Financial Services
PNC
$79.9B
| $2.52B | 0.29% |
12,566,367
-78,047
| -0.6% | -$15.6M |
|
68
Booking.com
BKNG
$179B
| $2.5B | 0.29% |
1,042,624
-43,596
| -4% | -$105M |
|
69
RTX Corp
RTX
$211B
| $2.49B | 0.29% |
28,880,619
-797,942
| -3% | -$68.7M |
|
70
Accenture
ACN
$157B
| $2.48B | 0.29% |
5,974,918
+122,131
| +2% | +$50.6M |
|
71
Sea Limited
SE
$106B
| $2.47B | 0.29% |
11,029,713
-2,755,630
| -20% | -$616M |
|
72
Health Care Select Sector SPDR Fund
XLV
$33.6B
| $2.44B | 0.28% |
17,305,527
+1,932,121
| +13% | +$272M |
|
73
iShares Russell 1000 Growth ETF
IWF
$116B
| $2.42B | 0.28% |
7,904,762
-59,585
| -0.7% | -$18.2M |
|
74
Mercado Libre
MELI
$120B
| $2.37B | 0.27% |
1,757,397
-45,073
| -3% | -$60.8M |
|
75
HDFC Bank
HDB
$180B
| $2.3B | 0.27% |
35,272,310
+53,080
| +0.2% | +$3.45M |
|