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 7-10 Year Treasury Bond ETF
IEF
|
$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$912M |
Top Sells
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Zimmer Biomet
ZBH
$20.8B
| $1.28B | 0.25% |
9,295,262
-491,787
| -5% | -$67.5M |
|
77
Berkshire Hathaway Class B
BRK.B
$1.08T
| $1.26B | 0.25% |
6,079,930
-1,458,659
| -19% | -$303M |
|
78
Philip Morris
PM
$254B
| $1.26B | 0.25% |
16,579,131
+984,185
| +6% | +$74.7M |
|
79
Accenture
ACN
$158B
| $1.25B | 0.25% |
6,522,146
+686,383
| +12% | +$132M |
|
80
Constellation Brands
STZ
$25.8B
| $1.25B | 0.25% |
6,026,524
+1,029,772
| +21% | +$213M |
|
81
Air Products & Chemicals
APD
$64.8B
| $1.22B | 0.24% |
5,509,854
-166,100
| -3% | -$36.9M |
|
82
Ventas
VTR
$30.7B
| $1.22B | 0.24% |
16,670,890
+1,736,113
| +12% | +$127M |
|
83
Mercado Libre
MELI
$120B
| $1.21B | 0.24% |
2,198,994
-221,235
| -9% | -$122M |
|
84
T Rowe Price
TROW
$23.2B
| $1.19B | 0.24% |
10,436,136
+5,566
| +0.1% | +$636K |
|
85
Medtronic
MDT
$118B
| $1.19B | 0.24% |
10,968,444
+492,666
| +5% | +$53.5M |
|
86
Diamondback Energy
FANG
$41.2B
| $1.18B | 0.24% |
13,158,906
+114,109
| +0.9% | +$10.3M |
|
87
Fiserv
FI
$74.3B
| $1.17B | 0.23% |
11,342,592
+3,834,026
| +51% | +$397M |
|
|
88
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
| $1.17B | 0.23% |
8,202,998
+6,538,650
| +393% | +$936M |
|
89
Linde
LIN
$221B
| $1.15B | 0.23% |
5,948,403
-343,132
| -5% | -$66.5M |
|
90
Capital One
COF
$142B
| $1.13B | 0.23% |
12,466,401
+454,601
| +4% | +$41.4M |
|
91
AvalonBay Communities
AVB
$27.2B
| $1.12B | 0.22% |
5,194,802
+45,569
| +0.9% | +$9.81M |
|
92
Becton Dickinson
BDX
$54.3B
| $1.12B | 0.22% |
4,408,036
-15,786
| -0.4% | -$3.99M |
|
93
Blackrock
BLK
$170B
| $1.1B | 0.22% |
2,477,268
-47,524
| -2% | -$21.2M |
|
94
Chubb
CB
$111B
| $1.1B | 0.22% |
6,802,497
+869,777
| +15% | +$140M |
|
95
CMS Energy
CMS
$21.4B
| $1.09B | 0.22% |
17,030,255
+199,730
| +1% | +$12.8M |
|
96
Ross Stores
ROST
$49.3B
| $1.09B | 0.22% |
9,888,273
-4,348,429
| -31% | -$478M |
|
97
ServiceNow
NOW
$191B
| $1.08B | 0.22% |
4,253,729
-556,116
| -12% | -$141M |
|
98
Intuitive Surgical
ISRG
$158B
| $1.08B | 0.21% |
1,991,743
-455,643
| -19% | -$246M |
|
99
iShares TIPS Bond ETF
TIP
$13.5B
| $1.07B | 0.21% |
9,225,716
+1,949,136
| +27% | +$227M |
|
100
AutoZone
AZO
$70.1B
| $1.07B | 0.21% |
983,768
-51,416
| -5% | -$55.8M |
|