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 Total Bond Market
BND
|
$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.05B |
| 3 |
AbbVie
ABBV
|
$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$1.63B |
| 5 |
Exxon Mobil
XOM
|
$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.35B |
| 3 |
Tesla
TSLA
|
$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Trane Technologies
TT
$90.5B
| $3.02B | 0.36% |
19,753,665
+2,159,166
| +12% | +$330M |
|
52
Charles Schwab
SCHW
$175B
| $3B | 0.36% |
35,572,514
-742,912
| -2% | -$62.6M |
|
53
Thermo Fisher Scientific
TMO
$183B
| $2.96B | 0.36% |
5,015,643
+171,812
| +4% | +$101M |
|
54
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.87B
| $2.88B | 0.35% |
51,756,944
-5,450,327
| -10% | -$303M |
|
55
American Express
AXP
$227B
| $2.87B | 0.35% |
15,372,183
+3,609,729
| +31% | +$675M |
|
56
Progressive
PGR
$144B
| $2.84B | 0.34% |
24,941,195
-1,101,013
| -4% | -$126M |
|
57
Home Depot
HD
$407B
| $2.8B | 0.34% |
9,367,441
+458,477
| +5% | +$137M |
|
58
S&P Global
SPGI
$165B
| $2.72B | 0.33% |
6,641,991
+2,610,083
| +65% | +$1.07B |
|
59
Nike
NKE
$110B
| $2.72B | 0.33% |
20,213,150
+526,895
| +3% | +$70.9M |
|
60
iShares MBS ETF
MBB
$40.9B
| $2.6B | 0.31% |
25,519,754
+7,700,196
| +43% | +$784M |
|
|
61
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $2.59B | 0.31% |
33,296,629
-50,325,520
| -60% | -$3.92B |
|
62
iShares MSCI EAFE ETF
EFA
$65.4B
| $2.59B | 0.31% |
35,198,822
-6,947,278
| -16% | -$511M |
|
63
EOG Resources
EOG
$66.8B
| $2.55B | 0.31% |
21,417,102
+675,580
| +3% | +$80.5M |
|
|
64
Exxon Mobil
XOM
$479B
| $2.54B | 0.31% |
30,729,609
+19,338,645
| +170% | +$1.6B |
|
65
iShares Russell 1000 Value ETF
IWD
$63.1B
| $2.51B | 0.3% |
15,138,649
-345,390
| -2% | -$57.3M |
|
66
Vanguard FTSE Europe ETF
VGK
$26.6B
| $2.48B | 0.3% |
39,891,604
+84,791
| +0.2% | +$5.28M |
|
67
AutoZone
AZO
$69.9B
| $2.43B | 0.29% |
1,188,751
+144,984
| +14% | +$296M |
|
68
CVS Health
CVS
$93.3B
| $2.43B | 0.29% |
24,000,637
+4,668,859
| +24% | +$473M |
|
69
Financial Select Sector SPDR Fund
XLF
$53.6B
| $2.43B | 0.29% |
63,306,524
-11,951,344
| -16% | -$458M |
|
70
US Bancorp
USB
$75.6B
| $2.4B | 0.29% |
45,127,928
-900,582
| -2% | -$47.9M |
|
71
Philip Morris
PM
$257B
| $2.37B | 0.29% |
25,222,352
+1,807,425
| +8% | +$170M |
|
72
Northrop Grumman
NOC
$83.1B
| $2.34B | 0.28% |
5,241,906
-181,037
| -3% | -$81M |
|
73
Intuit
INTU
$185B
| $2.33B | 0.28% |
4,853,848
+320,676
| +7% | +$154M |
|
74
Booking.com
BKNG
$180B
| $2.31B | 0.28% |
983,810
-58,814
| -6% | -$138M |
|
75
Lam Research
LRCX
$123B
| $2.28B | 0.27% |
4,236,423
-112,442
| -3% | -$60.5M |
|