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 Short-Term Treasury ETF
VGSH
|
$2.7B |
| 2 |
Apple
AAPL
|
$1.81B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.63B |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.57B |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$1.45B |
Top Sells
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.54% |
| 4 | Healthcare | 10.31% |
| 5 | Industrials | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Stanley Black & Decker
SWK
$11.1B
| $2.19B | 0.26% |
10,692,656
-1,636,303
| -13% | -$335M |
|
77
United Parcel Service
UPS
$72.2B
| $2.18B | 0.26% |
10,458,800
+2,720,651
| +35% | +$566M |
|
78
Vanguard FTSE Europe ETF
VGK
$26.5B
| $2.14B | 0.26% |
31,818,883
+12,326,682
| +63% | +$829M |
|
79
Regeneron Pharmaceuticals
REGN
$61.3B
| $2.12B | 0.25% |
3,788,393
+752,738
| +25% | +$420M |
|
80
Progressive
PGR
$144B
| $2.11B | 0.25% |
21,475,941
+4,109,230
| +24% | +$404M |
|
81
Capital One
COF
$145B
| $2.08B | 0.25% |
13,465,657
-551,069
| -4% | -$85.2M |
|
82
iShares Russell 1000 Value ETF
IWD
$63.2B
| $2.05B | 0.24% |
12,920,360
-316,413
| -2% | -$50.2M |
|
83
American Express
AXP
$230B
| $2.04B | 0.24% |
12,372,056
+108,201
| +0.9% | +$17.9M |
|
84
FedEx
FDX
$52.9B
| $2.03B | 0.24% |
6,797,158
+1,433,635
| +27% | +$428M |
|
85
Freeport-McMoran
FCX
$64.5B
| $2.02B | 0.24% |
54,307,113
+5,216,866
| +11% | +$194M |
|
86
EPAM Systems
EPAM
$9.82B
| $2.01B | 0.24% |
3,924,844
-247,157
| -6% | -$126M |
|
87
iShares MBS ETF
MBB
$40.7B
| $2B | 0.24% |
18,459,466
+929,024
| +5% | +$101M |
|
88
iShares MSCI Japan ETF
EWJ
$15.3B
| $1.99B | 0.24% |
29,458,799
-506,784
| -2% | -$34.2M |
|
89
iShares Russell 1000 Growth ETF
IWF
$115B
| $1.94B | 0.23% |
7,130,732
-106,565
| -1% | -$28.9M |
|
90
Visa
V
$683B
| $1.93B | 0.23% |
8,268,974
-1,182,171
| -13% | -$276M |
|
91
Match Group
MTCH
$8.98B
| $1.86B | 0.22% |
11,547,124
+1,148,132
| +11% | +$185M |
|
92
Netflix
NFLX
$516B
| $1.86B | 0.22% |
3,523,900
-580,038
| -14% | -$306M |
|
93
Biogen
BIIB
$20.5B
| $1.85B | 0.22% |
5,354,766
+1,467,865
| +38% | +$508M |
|
94
Dover
DOV
$24.5B
| $1.83B | 0.22% |
12,177,960
-204,667
| -2% | -$30.8M |
|
95
Intuitive Surgical
ISRG
$170B
| $1.83B | 0.22% |
1,990,172
+45,761
| +2% | +$42.1M |
|
96
ASML
ASML
$285B
| $1.8B | 0.21% |
2,605,518
+13,981
| +0.5% | +$9.66M |
|
97
Linde
LIN
$222B
| $1.78B | 0.21% |
6,152,067
+1,348,267
| +28% | +$390M |
|
98
Estee Lauder
EL
$33B
| $1.77B | 0.21% |
5,561,743
+333,922
| +6% | +$106M |
|
99
CME Group
CME
$96B
| $1.75B | 0.21% |
8,237,095
+327,764
| +4% | +$69.7M |
|
100
Blackstone
BX
$134B
| $1.74B | 0.21% |
17,943,579
+2,180,530
| +14% | +$212M |
|