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 |
AT&T
T
|
$596M |
| 2 |
Boston Scientific
BSX
|
$577M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$538M |
| 4 |
McDonald's
MCD
|
$474M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$454M |
Top Sells
| 1 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$1.03B |
| 2 |
Apple
AAPL
|
$881M |
| 3 |
Broadcom
AVGO
|
$630M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$496M |
| 5 |
Lam Research
LRCX
|
$468M |
Sector Composition
| 1 | Financials | 13.81% |
| 2 | Technology | 11.27% |
| 3 | Healthcare | 11.12% |
| 4 | Consumer Discretionary | 8.85% |
| 5 | Industrials | 7.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard FTSE Europe ETF
VGK
$26.5B
| $1.1B | 0.28% |
23,634,385
-271,280
| -1% | -$12.7M |
|
77
Altria Group
MO
$111B
| $1.1B | 0.27% |
15,899,827
+763,364
| +5% | +$52.6M |
|
|
78
Boston Scientific
BSX
$157B
| $1.07B | 0.27% |
45,873,864
+24,672,937
| +116% | +$577M |
|
79
Vertex Pharmaceuticals
VRTX
$101B
| $1.05B | 0.26% |
12,173,439
+485,112
| +4% | +$41.7M |
|
80
Travelers Companies
TRV
$61.8B
| $1.03B | 0.26% |
8,658,670
+397,224
| +5% | +$47.3M |
|
81
Kimco Realty
KIM
$15.1B
| $1.01B | 0.25% |
32,191,757
+2,691,051
| +9% | +$84.4M |
|
82
KLA
KLAC
$110B
| $991M | 0.25% |
13,524,187
+2,592,262
| +24% | +$190M |
|
83
Vanguard S&P 500 ETF
VOO
$722B
| $987M | 0.25% |
5,134,114
+601,510
| +13% | +$116M |
|
84
Northrop Grumman
NOC
$82.9B
| $979M | 0.24% |
4,405,389
-94,409
| -2% | -$21M |
|
85
Costco
COST
$419B
| $979M | 0.24% |
6,233,240
-1,076,662
| -15% | -$169M |
|
86
Philip Morris
PM
$254B
| $971M | 0.24% |
9,547,825
-268,031
| -3% | -$27.3M |
|
87
CMS Energy
CMS
$21.3B
| $968M | 0.24% |
21,112,568
+305,407
| +1% | +$14M |
|
88
Kroger
KR
$44.6B
| $961M | 0.24% |
26,125,066
+5,894,078
| +29% | +$217M |
|
89
Marsh & McLennan
MMC
$101B
| $953M | 0.24% |
13,919,474
-1,968,549
| -12% | -$135M |
|
|
90
McDonald's
MCD
$226B
| $952M | 0.24% |
7,910,691
+3,940,151
| +99% | +$474M |
|
91
Hartford Financial Services
HIG
$37.3B
| $932M | 0.23% |
21,003,913
+970,635
| +5% | +$43.1M |
|
92
Charles Schwab
SCHW
$174B
| $930M | 0.23% |
36,737,547
+4,673,969
| +15% | +$118M |
|
93
PNC Financial Services
PNC
$80.1B
| $917M | 0.23% |
11,262,005
+833,923
| +8% | +$67.9M |
|
94
American International
AIG
$44.8B
| $917M | 0.23% |
17,329,413
+4,082,429
| +31% | +$216M |
|
95
iShares Core S&P 500 ETF
IVV
$659B
| $896M | 0.22% |
4,252,123
+1,478,327
| +53% | +$311M |
|
96
Illumina
ILMN
$15.2B
| $893M | 0.22% |
6,357,957
+61,563
| +1% | +$8.64M |
|
97
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.48B
| $892M | 0.22% |
37,213,513
+3,657,027
| +11% | +$87.7M |
|
98
HDFC Bank
HDB
$180B
| $887M | 0.22% |
13,374,074
-101,769
| -0.8% | -$6.75M |
|
99
Mohawk Industries
MHK
$8.07B
| $882M | 0.22% |
4,646,919
-334,247
| -7% | -$63.4M |
|
100
Illinois Tool Works
ITW
$76.1B
| $849M | 0.21% |
8,154,762
-397,051
| -5% | -$41.4M |
|