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 Bond ETF
BSV
|
$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.68B |
| 3 |
AbbVie
ABBV
|
$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$756M |
Top Sells
| 1 |
Apple
AAPL
|
$2.34B |
| 2 |
Amazon
AMZN
|
$1.76B |
| 3 |
Cigna
CI
|
$1.06B |
| 4 |
Morgan Stanley
MS
|
$1.05B |
| 5 |
Microsoft
MSFT
|
$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
United Parcel Service
UPS
$72.3B
| $2.14B | 0.26% |
11,733,517
+1,274,717
| +12% | +$232M |
|
77
EPAM Systems
EPAM
$9.69B
| $2.13B | 0.26% |
3,729,481
-195,363
| -5% | -$111M |
|
78
Verizon
VZ
$184B
| $2.09B | 0.26% |
38,710,696
-1,572,431
| -4% | -$84.9M |
|
79
Citigroup
C
$175B
| $2.08B | 0.26% |
29,682,348
-1,832,259
| -6% | -$129M |
|
80
Nike
NKE
$110B
| $2.08B | 0.26% |
14,293,557
-786,129
| -5% | -$114M |
|
81
Netflix
NFLX
$521B
| $2.02B | 0.25% |
3,315,299
-208,601
| -6% | -$127M |
|
82
Blackrock
BLK
$170B
| $2B | 0.25% |
2,389,567
-152,555
| -6% | -$128M |
|
83
Health Care Select Sector SPDR Fund
XLV
$33.8B
| $1.96B | 0.24% |
15,373,406
+3,822,787
| +33% | +$487M |
|
84
Progressive
PGR
$145B
| $1.96B | 0.24% |
21,634,493
+158,552
| +0.7% | +$14.3M |
|
85
Blackstone
BX
$131B
| $1.92B | 0.24% |
16,505,815
-1,437,764
| -8% | -$167M |
|
86
American Express
AXP
$225B
| $1.92B | 0.24% |
11,460,360
-911,696
| -7% | -$153M |
|
87
O'Reilly Automotive
ORLY
$88.1B
| $1.91B | 0.24% |
3,130,646
+321,402
| +11% | +$196M |
|
88
Financial Select Sector SPDR Fund
XLF
$53.6B
| $1.89B | 0.23% |
50,290,194
+10,186,080
| +25% | +$382M |
|
89
Accenture
ACN
$158B
| $1.87B | 0.23% |
5,852,787
-52,203
| -0.9% | -$16.7M |
|
90
Intuitive Surgical
ISRG
$158B
| $1.86B | 0.23% |
1,874,879
-115,293
| -6% | -$115M |
|
91
iShares MBS ETF
MBB
$40.9B
| $1.85B | 0.23% |
17,109,296
-1,350,170
| -7% | -$146M |
|
92
Invesco QQQ Trust
QQQ
$364B
| $1.82B | 0.23% |
5,090,533
+1,467,278
| +40% | +$525M |
|
93
Intuit
INTU
$187B
| $1.79B | 0.22% |
3,325,372
+383,342
| +13% | +$207M |
|
94
Northrop Grumman
NOC
$83.2B
| $1.78B | 0.22% |
4,943,070
+462,349
| +10% | +$167M |
|
95
iShares US Treasury Bond ETF
GOVT
$27.8B
| $1.77B | 0.22% |
66,830,793
-19,393,478
| -22% | -$515M |
|
96
ASML
ASML
$290B
| $1.77B | 0.22% |
2,369,986
-235,532
| -9% | -$175M |
|
97
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $1.76B | 0.22% |
34,428,469
+464,964
| +1% | +$23.8M |
|
98
Dover
DOV
$24B
| $1.75B | 0.22% |
11,253,104
-924,856
| -8% | -$144M |
|
99
Alibaba
BABA
$325B
| $1.75B | 0.22% |
11,803,202
-857,232
| -7% | -$127M |
|
100
Snap
SNAP
$12.3B
| $1.74B | 0.22% |
23,535,588
-11,660,230
| -33% | -$861M |
|