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 Total Bond Market
BND
|
$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.05B |
| 3 |
AbbVie
ABBV
|
$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$1.63B |
| 5 |
Exxon Mobil
XOM
|
$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.35B |
| 3 |
Tesla
TSLA
|
$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
PepsiCo
PEP
$203B
| $2.26B | 0.27% |
13,512,015
-1,864,085
| -12% | -$312M |
|
77
Centene
CNC
$14.8B
| $2.25B | 0.27% |
26,720,429
+3,334,745
| +14% | +$281M |
|
78
Intuitive Surgical
ISRG
$158B
| $2.23B | 0.27% |
7,401,516
+1,422,984
| +24% | +$429M |
|
79
Xcel Energy
XEL
$42.8B
| $2.18B | 0.26% |
30,240,516
-1,143,542
| -4% | -$82.5M |
|
80
Health Care Select Sector SPDR Fund
XLV
$33.8B
| $2.14B | 0.26% |
15,656,545
-1,648,982
| -10% | -$226M |
|
81
Visa
V
$681B
| $2.14B | 0.26% |
9,661,779
+2,195,269
| +29% | +$487M |
|
82
Boston Scientific
BSX
$159B
| $2.12B | 0.25% |
47,771,662
+956,611
| +2% | +$42.4M |
|
83
Accenture
ACN
$158B
| $2.11B | 0.25% |
6,260,088
+285,170
| +5% | +$96.2M |
|
84
Blackrock
BLK
$170B
| $2.1B | 0.25% |
2,754,343
+346,358
| +14% | +$265M |
|
85
Medtronic
MDT
$118B
| $2.09B | 0.25% |
18,860,634
-433,883
| -2% | -$48.1M |
|
|
86
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $2.09B | 0.25% |
35,265,192
-19,058,579
| -35% | -$1.13B |
|
87
HDFC Bank
HDB
$181B
| $2.09B | 0.25% |
34,056,964
-1,215,346
| -3% | -$74.5M |
|
88
PNC Financial Services
PNC
$80.7B
| $2.08B | 0.25% |
11,270,188
-1,296,179
| -10% | -$239M |
|
89
iShares Russell 1000 Growth ETF
IWF
$117B
| $2.06B | 0.25% |
7,417,897
-486,865
| -6% | -$135M |
|
90
PPG Industries
PPG
$24.6B
| $2.01B | 0.24% |
15,347,437
-2,218,264
| -13% | -$291M |
|
91
Verizon
VZ
$184B
| $2B | 0.24% |
39,211,058
+5,451,684
| +16% | +$278M |
|
92
Mondelez International
MDLZ
$79.3B
| $1.98B | 0.24% |
31,526,970
+3,645,078
| +13% | +$229M |
|
93
Mercado Libre
MELI
$120B
| $1.97B | 0.24% |
1,658,446
-98,951
| -6% | -$118M |
|
94
Blackstone
BX
$131B
| $1.91B | 0.23% |
15,072,997
-632,468
| -4% | -$80.3M |
|
95
Invesco QQQ Trust
QQQ
$364B
| $1.9B | 0.23% |
5,240,784
+304,189
| +6% | +$110M |
|
96
Linde
LIN
$221B
| $1.89B | 0.23% |
5,931,819
+1,148,695
| +24% | +$367M |
|
97
Dover
DOV
$24B
| $1.89B | 0.23% |
12,039,850
+731,961
| +6% | +$115M |
|
98
Infosys
INFY
$69B
| $1.86B | 0.22% |
74,541,874
+10,570,026
| +17% | +$263M |
|
99
McKesson
MCK
$85.9B
| $1.83B | 0.22% |
5,965,095
+207,374
| +4% | +$63.5M |
|
100
Oracle
ORCL
$628B
| $1.83B | 0.22% |
22,063,938
+5,237,050
| +31% | +$433M |
|