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 International Bond ETF
BNDX
|
$2.34B |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.65B |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.58B |
| 4 |
iShares MBS ETF
MBB
|
$1.3B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.18B |
Top Sells
| 1 |
Apple
AAPL
|
$776M |
| 2 |
Johnson & Johnson
JNJ
|
$698M |
| 3 |
Mondelez International
MDLZ
|
$646M |
| 4 |
CVS Health
CVS
|
$591M |
| 5 |
UnitedHealth
UNH
|
$555M |
Sector Composition
| 1 | Technology | 13.13% |
| 2 | Financials | 12.96% |
| 3 | Healthcare | 10.58% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Industrials | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Intuitive Surgical
ISRG
$170B
| $1.32B | 0.27% | 2,315,970 +203,084 | +10% | +$116M |
|
77
PNC Financial Services
PNC
$81.7B
| $1.3B | 0.26% | 10,574,310 +594,156 | +6% | +$72.9M |
|
78
Broadcom
AVGO
$1.4T
| $1.27B | 0.26% | 4,215,420 -750,435 | -15% | -$226M |
|
79
ConocoPhillips
COP
$124B
| $1.25B | 0.26% | 18,794,334 -917,647 | -5% | -$61.2M |
|
80
Vertex Pharmaceuticals
VRTX
$100B
| $1.25B | 0.25% | 6,783,635 -403,886 | -6% | -$74.3M |
|
81
Accenture
ACN
$162B
| $1.22B | 0.25% | 6,958,895 -646,440 | -8% | -$114M |
|
82
Union Pacific
UNP
$133B
| $1.21B | 0.25% | 7,212,936 -1,462,860 | -17% | -$245M |
|
83
AvalonBay Communities
AVB
$27.9B
| $1.18B | 0.24% | 5,856,099 -900,381 | -13% | -$181M |
|
84
Cisco
CSCO
$274B
| $1.16B | 0.24% | 21,531,411 -3,699,425 | -15% | -$200M |
|
85
AT&T
T
$209B
| $1.14B | 0.23% | 36,315,483 -3,598,050 | -9% | -$113M |
|
86
ServiceNow
NOW
$190B
| $1.14B | 0.23% | 4,614,669 -926,329 | -17% | -$228M |
|
87
Travelers Companies
TRV
$61.1B
| $1.13B | 0.23% | 8,249,500 +897,668 | +12% | +$123M |
|
88
Hartford Financial Services
HIG
$37.2B
| $1.12B | 0.23% | 22,600,841 -450,088 | -2% | -$22.4M |
|
89
Vanguard Information Technology ETF
VGT
$99.7B
| $1.11B | 0.23% | 5,551,867 +493,674 | +10% | +$99M |
|
90
Becton Dickinson
BDX
$55.3B
| $1.1B | 0.23% | 4,418,870 +416,459 | +10% | +$104M |
|
91
EOG Resources
EOG
$68.2B
| $1.1B | 0.22% | 11,547,534 -1,438,474 | -11% | -$137M |
|
92
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.46B
| $1.09B | 0.22% | 43,244,455 -825,698 | -2% | -$20.9M |
|
93
McDonald's
MCD
$224B
| $1.09B | 0.22% | 5,749,827 +173,997 | +3% | +$33M |
|
94
Altria Group
MO
$113B
| $1.05B | 0.22% | 18,325,194 +1,404,091 | +8% | +$80.6M |
|
95
T Rowe Price
TROW
$23.6B
| $1.04B | 0.21% | 10,389,191 -936,188 | -8% | -$93.7M |
|
96
Mercado Libre
MELI
$125B
| $1.01B | 0.21% | 1,989,062 -310,913 | -14% | -$158M |
|
97
CME Group
CME
$96B
| $1.01B | 0.21% | 6,111,189 -525,110 | -8% | -$86.4M |
|
98
Linde
LIN
$224B
| $1B | 0.2% | 5,698,510 +885,118 | +18% | +$156M |
|
99
Northrop Grumman
NOC
$84.5B
| $994M | 0.2% | 3,687,054 +262,146 | +8% | +$70.7M |
|
100
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $971M | 0.2% | 10,581,989 -1,613,417 | -13% | -$148M |
|