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 |
iShares Short Treasury Bond ETF
SHV
|
$3.85B |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.53B |
| 3 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
$1.22B |
| 4 |
Chevron
CVX
|
$1.1B |
| 5 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$985M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.64B |
| 2 |
DuPont de Nemours
DD
|
$1.47B |
| 3 |
Occidental Petroleum
OXY
|
$1.2B |
| 4 |
Merck
MRK
|
$954M |
| 5 |
Visa
V
|
$838M |
Sector Composition
| 1 | Technology | 13.66% |
| 2 | Financials | 13.19% |
| 3 | Healthcare | 9.98% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Industrials | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Intuitive Surgical
ISRG
$170B
| $1.27B | 0.25% | 2,447,386 +131,416 | +6% | +$68M |
|
77
CME Group
CME
$96B
| $1.26B | 0.25% | 6,523,279 +412,090 | +7% | +$79.9M |
|
78
Linde
LIN
$224B
| $1.26B | 0.25% | 6,291,535 +593,025 | +10% | +$118M |
|
79
Marathon Petroleum
MPC
$54.6B
| $1.25B | 0.25% | 23,045,292 -884,376 | -4% | -$48.1M |
|
80
Hartford Financial Services
HIG
$37.2B
| $1.24B | 0.24% | 22,418,494 -182,347 | -0.8% | -$10.1M |
|
81
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.5B
| $1.23B | 0.24% | 9,929,292 +3,085,540 | +45% | +$383M |
|
82
Philip Morris
PM
$260B
| $1.22B | 0.24% | 15,594,946 -1,905,377 | -11% | -$148M |
|
83
Blackrock
BLK
$175B
| $1.17B | 0.23% | 2,524,792 +279,648 | +12% | +$130M |
|
84
Invesco QQQ Trust
QQQ
$364B
| $1.16B | 0.23% | 6,206,110 +3,207,717 | +107% | +$598M |
|
85
T Rowe Price
TROW
$23.6B
| $1.13B | 0.22% | 10,430,570 +41,379 | +0.4% | +$4.49M |
|
86
Zimmer Biomet
ZBH
$21B
| $1.13B | 0.22% | 9,787,049 -1,463,014 | -13% | -$169M |
|
87
Vanguard Real Estate ETF
VNQ
$34.6B
| $1.12B | 0.22% | 12,908,620 +2,510,262 | +24% | +$219M |
|
88
Bristol-Myers Squibb
BMY
$96B
| $1.12B | 0.22% | 24,899,974 +7,838,275 | +46% | +$354M |
|
89
AutoZone
AZO
$70.2B
| $1.12B | 0.22% | 1,035,184 -663,133 | -39% | -$719M |
|
90
Becton Dickinson
BDX
$55.3B
| $1.1B | 0.22% | 4,423,822 +4,952 | +0.1% | +$1.23M |
|
91
Cisco
CSCO
$274B
| $1.1B | 0.22% | 19,728,656 -1,802,755 | -8% | -$100M |
|
92
Travelers Companies
TRV
$61.1B
| $1.09B | 0.21% | 7,335,871 -913,629 | -11% | -$136M |
|
93
Walt Disney
DIS
$213B
| $1.07B | 0.21% | 7,703,049 -880,301 | -10% | -$123M |
|
94
Capital One
COF
$145B
| $1.07B | 0.21% | 12,011,800 +900,001 | +8% | +$80.4M |
|
95
EOG Resources
EOG
$68.2B
| $1.07B | 0.21% | 11,649,017 +101,483 | +0.9% | +$9.35M |
|
|
PXD
96
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.07B | 0.21% | 7,094,976 -2,689,416 | -27% | -$406M |
|
97
Accenture
ACN
$162B
| $1.07B | 0.21% | 5,835,763 -1,123,132 | -16% | -$206M |
|
98
Union Pacific
UNP
$133B
| $1.07B | 0.21% | 6,418,045 -794,891 | -11% | -$132M |
|
99
AvalonBay Communities
AVB
$27.9B
| $1.04B | 0.2% | 5,149,233 -706,866 | -12% | -$142M |
|
100
Ventas
VTR
$30.9B
| $1.04B | 0.2% | 14,934,777 +5,872,699 | +65% | +$408M |
|