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 |
Visa
V
|
$4.91B |
| 2 |
Walmart
WMT
|
$3.85B |
| 3 |
Meta Platforms (Facebook)
META
|
$3.75B |
| 4 |
Apple
AAPL
|
$3.5B |
| 5 |
Amazon
AMZN
|
$3.3B |
Top Sells
| 1 |
Honeywell
HON
|
$1.42B |
| 2 |
Eli Lilly
LLY
|
$1.19B |
| 3 |
TSMC
TSM
|
$1.05B |
| 4 |
CSX Corp
CSX
|
$908M |
| 5 |
PayPal
PYPL
|
$903M |
Sector Composition
| 1 | Technology | 21.9% |
| 2 | Financials | 10.95% |
| 3 | Consumer Discretionary | 10.24% |
| 4 | Healthcare | 9.4% |
| 5 | Communication Services | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Thermo Fisher Scientific
TMO
$186B
| $5.04B | 0.37% |
10,137,780
+1,219,546
| +14% | +$607M |
|
52
American Express
AXP
$230B
| $4.94B | 0.36% |
18,356,343
+1,604,521
| +10% | +$432M |
|
53
Texas Instruments
TXN
$182B
| $4.92B | 0.36% |
27,360,100
+3,597,511
| +15% | +$646M |
|
54
iShares MBS ETF
MBB
$40.7B
| $4.76B | 0.35% |
50,754,674
-966,207
| -2% | -$90.6M |
|
55
Booking.com
BKNG
$181B
| $4.71B | 0.34% |
1,023,359
+157,624
| +18% | +$726M |
|
56
Analog Devices
ADI
$124B
| $4.71B | 0.34% |
23,341,085
-1,772,930
| -7% | -$358M |
|
57
Stryker
SYK
$150B
| $4.7B | 0.34% |
12,617,277
+1,808,077
| +17% | +$673M |
|
58
JPMorgan Global Select Equity ETF
JGLO
$7.18B
| $4.61B | 0.34% |
78,186,495
+2,709,652
| +4% | +$160M |
|
59
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.2B
| $4.6B | 0.34% |
77,458,516
+11,776,165
| +18% | +$700M |
|
60
Deere & Co
DE
$129B
| $4.59B | 0.34% |
9,775,682
+112,390
| +1% | +$52.8M |
|
|
61
TSMC
TSM
$1.18T
| $4.57B | 0.33% |
27,540,843
-6,313,216
| -19% | -$1.05B |
|
62
Procter & Gamble
PG
$370B
| $4.51B | 0.33% |
26,435,143
+2,249,683
| +9% | +$383M |
|
63
Morgan Stanley
MS
$240B
| $4.5B | 0.33% |
38,579,764
-2,449,692
| -6% | -$286M |
|
64
Home Depot
HD
$404B
| $4.33B | 0.32% |
11,801,572
+514,070
| +5% | +$188M |
|
65
Baker Hughes
BKR
$44.7B
| $4.31B | 0.31% |
97,980,441
+14,981,627
| +18% | +$658M |
|
66
Goldman Sachs
GS
$226B
| $4.28B | 0.31% |
7,832,723
-97,809
| -1% | -$53.4M |
|
67
NXP Semiconductors
NXPI
$59.2B
| $4.25B | 0.31% |
22,358,422
+112,817
| +0.5% | +$21.4M |
|
68
Intuitive Surgical
ISRG
$170B
| $4.25B | 0.31% |
8,572,650
-1,576,385
| -16% | -$781M |
|
69
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54B
| $4.24B | 0.31% |
51,908,033
+1,718,299
| +3% | +$140M |
|
70
Charles Schwab
SCHW
$174B
| $4.24B | 0.31% |
54,160,220
+5,095,761
| +10% | +$399M |
|
71
iShares S&P 500 Growth ETF
IVW
$62.5B
| $4.07B | 0.3% |
43,809,244
-1,069,243
| -2% | -$99.3M |
|
72
Mondelez International
MDLZ
$80B
| $4.06B | 0.3% |
59,873,945
-1,688,145
| -3% | -$115M |
|
73
3M
MMM
$82.2B
| $4.03B | 0.29% |
27,468,428
+14,509,398
| +112% | +$2.13B |
|
74
Union Pacific
UNP
$133B
| $3.98B | 0.29% |
16,835,560
+6,114,919
| +57% | +$1.44B |
|
75
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.22B
| $3.96B | 0.29% |
62,222,765
-3,110,654
| -5% | -$198M |
|