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 |
Microsoft
MSFT
|
$2.27B |
| 2 |
Amazon
AMZN
|
$2.16B |
| 3 |
Intuitive Surgical
ISRG
|
$1.47B |
| 4 |
Tesla
TSLA
|
$1.15B |
| 5 |
NXP Semiconductors
NXPI
|
$1.12B |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.27B |
| 5 |
PayPal
PYPL
|
$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Philip Morris
PM
$256B
| $2.22B | 0.26% |
23,414,927
-2,203,493
| -9% | -$209M |
|
77
Blackrock
BLK
$172B
| $2.2B | 0.25% |
2,407,985
+18,418
| +0.8% | +$16.9M |
|
78
AutoZone
AZO
$70B
| $2.19B | 0.25% |
1,043,767
+48,423
| +5% | +$102M |
|
|
79
Intuitive Surgical
ISRG
$166B
| $2.15B | 0.25% |
5,978,532
+4,103,653
| +219% | +$1.47B |
|
80
Netflix
NFLX
$515B
| $2.13B | 0.25% |
3,541,549
+226,250
| +7% | +$136M |
|
81
Xcel Energy
XEL
$42.5B
| $2.12B | 0.25% |
31,384,058
-8,427,670
| -21% | -$571M |
|
82
Northrop Grumman
NOC
$82.9B
| $2.1B | 0.24% |
5,422,943
+479,873
| +10% | +$186M |
|
83
Dover
DOV
$24B
| $2.05B | 0.24% |
11,307,889
+54,785
| +0.5% | +$9.95M |
|
84
Blackstone
BX
$131B
| $2.03B | 0.23% |
15,705,465
-800,350
| -5% | -$104M |
|
85
O'Reilly Automotive
ORLY
$87.6B
| $2.01B | 0.23% |
2,852,826
-277,820
| -9% | -$196M |
|
86
Medtronic
MDT
$119B
| $2B | 0.23% |
19,294,517
-4,600,966
| -19% | -$476M |
|
87
CVS Health
CVS
$92.8B
| $1.99B | 0.23% |
19,331,778
-848,033
| -4% | -$87.5M |
|
88
Boston Scientific
BSX
$159B
| $1.99B | 0.23% |
46,815,051
+9,427,386
| +25% | +$400M |
|
89
Invesco QQQ Trust
QQQ
$365B
| $1.96B | 0.23% |
4,936,595
-153,938
| -3% | -$61.2M |
|
90
Centene
CNC
$14.5B
| $1.93B | 0.22% |
23,385,684
+4,109,416
| +21% | +$339M |
|
91
American Express
AXP
$228B
| $1.92B | 0.22% |
11,762,454
+302,094
| +3% | +$49.4M |
|
92
Air Products & Chemicals
APD
$65B
| $1.92B | 0.22% |
6,305,512
+386,592
| +7% | +$118M |
|
93
iShares MBS ETF
MBB
$40.9B
| $1.91B | 0.22% |
17,819,558
+710,262
| +4% | +$76.3M |
|
94
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $1.91B | 0.22% |
22,342,709
+3,945,576
| +21% | +$338M |
|
95
S&P Global
SPGI
$165B
| $1.9B | 0.22% |
4,031,908
-31,692
| -0.8% | -$15M |
|
96
CME Group
CME
$96.2B
| $1.86B | 0.22% |
8,159,605
+55,537
| +0.7% | +$12.7M |
|
97
Vanguard Information Technology ETF
VGT
$99.2B
| $1.86B | 0.21% |
4,050,939
+326,836
| +9% | +$150M |
|
98
Mondelez International
MDLZ
$78.7B
| $1.85B | 0.21% |
27,881,892
+731,915
| +3% | +$48.5M |
|
99
Estee Lauder
EL
$32.6B
| $1.85B | 0.21% |
4,988,494
-17,026
| -0.3% | -$6.3M |
|
100
iShares MSCI Japan ETF
EWJ
$15.2B
| $1.85B | 0.21% |
27,574,457
-3,011,781
| -10% | -$202M |
|