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 |
Broadcom
AVGO
|
$4.02B |
| 2 |
Walt Disney
DIS
|
$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$2.19B |
| 4 |
Walmart
WMT
|
$2.04B |
| 5 |
McDonald's
MCD
|
$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Thermo Fisher Scientific
TMO
$183B
| $4.64B | 0.35% |
8,918,234
+2,311,325
| +35% | +$1.2B |
|
52
NXP Semiconductors
NXPI
$57.5B
| $4.62B | 0.34% |
22,245,605
+1,627,711
| +8% | +$338M |
|
53
Southern Company
SO
$101B
| $4.59B | 0.34% |
55,807,575
+1,082,850
| +2% | +$89.1M |
|
54
iShares S&P 500 Growth ETF
IVW
$63.2B
| $4.56B | 0.34% |
44,878,487
+764,970
| +2% | +$77.7M |
|
55
Goldman Sachs
GS
$221B
| $4.54B | 0.34% |
7,930,532
+1,866,273
| +31% | +$1.07B |
|
56
JPMorgan Global Select Equity ETF
JGLO
$7.19B
| $4.53B | 0.34% |
75,476,843
+29,490,329
| +64% | +$1.77B |
|
57
Texas Instruments
TXN
$178B
| $4.46B | 0.33% |
23,762,589
-4,022,421
| -14% | -$754M |
|
58
Home Depot
HD
$406B
| $4.39B | 0.33% |
11,287,502
+369,043
| +3% | +$144M |
|
59
Booking.com
BKNG
$181B
| $4.3B | 0.32% |
865,735
-61,087
| -7% | -$304M |
|
60
Blackstone
BX
$131B
| $4.13B | 0.31% |
23,939,716
+2,832,392
| +13% | +$488M |
|
61
Deere & Co
DE
$127B
| $4.09B | 0.3% |
9,663,292
-36,847
| -0.4% | -$15.6M |
|
62
Procter & Gamble
PG
$370B
| $4.05B | 0.3% |
24,185,460
-396,274
| -2% | -$66.4M |
|
63
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.2B
| $4.03B | 0.3% |
50,189,734
+2,992,971
| +6% | +$240M |
|
64
Linde
LIN
$221B
| $4.02B | 0.3% |
9,600,983
+832,247
| +9% | +$348M |
|
65
Visa
V
$681B
| $3.99B | 0.3% |
12,628,931
+784,897
| +7% | +$248M |
|
66
Abbott
ABT
$230B
| $3.98B | 0.3% |
35,180,518
+6,262,503
| +22% | +$708M |
|
67
Vanguard Tax-Exempt Bond Index Fund
VTEB
$38B
| $3.95B | 0.29% |
78,695,639
+4,022,038
| +5% | +$202M |
|
68
Stryker
SYK
$149B
| $3.89B | 0.29% |
10,809,200
-11,328
| -0.1% | -$4.08M |
|
69
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.23B
| $3.82B | 0.28% |
65,333,419
+5,229,621
| +9% | +$306M |
|
70
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.2B
| $3.81B | 0.28% |
65,682,351
-6,020,822
| -8% | -$349M |
|
71
Progressive
PGR
$145B
| $3.76B | 0.28% |
15,678,810
+2,260,562
| +17% | +$542M |
|
72
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.39B
| $3.72B | 0.28% |
76,343,665
+994,073
| +1% | +$48.5M |
|
73
Mondelez International
MDLZ
$79.3B
| $3.68B | 0.27% |
61,562,090
+571,201
| +0.9% | +$34.1M |
|
74
Charles Schwab
SCHW
$175B
| $3.63B | 0.27% |
49,064,459
+757,395
| +2% | +$56.1M |
|
75
Vanguard Information Technology ETF
VGT
$99.1B
| $3.59B | 0.27% |
5,765,957
+271,622
| +5% | +$169M |
|