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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$3.18B |
| 3 |
Amazon
AMZN
|
$2.09B |
| 4 |
NVIDIA
NVDA
|
$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.33B |
| 3 |
UnitedHealth
UNH
|
$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.17B |
| 5 |
Automatic Data Processing
ADP
|
$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Salesforce
CRM
$242B
| $2.33B | 0.28% |
11,686,275
+3,932,657
| +51% | +$786M |
|
77
TJX Companies
TJX
$154B
| $2.31B | 0.28% |
29,524,987
-120,881
| -0.4% | -$9.47M |
|
78
Vanguard Information Technology ETF
VGT
$98.6B
| $2.31B | 0.28% |
5,991,952
-313,730
| -5% | -$121M |
|
79
Norfolk Southern
NSC
$62.4B
| $2.27B | 0.28% |
10,725,189
-830,291
| -7% | -$176M |
|
80
Air Products & Chemicals
APD
$65.5B
| $2.27B | 0.28% |
7,899,088
+218,531
| +3% | +$62.8M |
|
81
Booking.com
BKNG
$181B
| $2.2B | 0.27% |
830,845
+38,268
| +5% | +$102M |
|
82
iShares MBS ETF
MBB
$40.7B
| $2.18B | 0.27% |
22,980,593
+259,867
| +1% | +$24.6M |
|
83
iShares US Treasury Bond ETF
GOVT
$27.7B
| $2.17B | 0.26% |
92,676,176
-4,036,253
| -4% | -$94.4M |
|
84
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $2.14B | 0.26% |
16,516,106
-1,443,660
| -8% | -$187M |
|
85
Dover
DOV
$24.5B
| $2.13B | 0.26% |
13,992,891
+1,134,365
| +9% | +$172M |
|
86
Xcel Energy
XEL
$42.7B
| $2.1B | 0.26% |
31,200,456
-1,154,339
| -4% | -$77.8M |
|
87
Visa
V
$679B
| $2.1B | 0.26% |
9,332,460
+6,015
| +0.1% | +$1.36M |
|
88
Merck
MRK
$214B
| $2.1B | 0.26% |
19,712,572
-4,082,769
| -17% | -$434M |
|
89
Linde
LIN
$222B
| $2.08B | 0.25% |
5,861,175
+152,114
| +3% | +$54M |
|
90
HDFC Bank
HDB
$179B
| $2.08B | 0.25% |
31,127,542
-285,336
| -0.9% | -$19M |
|
91
Mondelez International
MDLZ
$80B
| $2.08B | 0.25% |
29,763,899
+1,057,141
| +4% | +$73.7M |
|
92
Accenture
ACN
$160B
| $2.07B | 0.25% |
7,234,831
+252,527
| +4% | +$72.2M |
|
93
Vanguard FTSE Europe ETF
VGK
$26.5B
| $2.03B | 0.25% |
33,257,638
+9,092,855
| +38% | +$554M |
|
94
US Bancorp
USB
$75.5B
| $2.02B | 0.25% |
55,966,750
-3,059,416
| -5% | -$110M |
|
95
Vertex Pharmaceuticals
VRTX
$100B
| $2B | 0.24% |
6,360,758
+870,350
| +16% | +$274M |
|
96
Honeywell
HON
$138B
| $1.9B | 0.23% |
9,934,376
+681,519
| +7% | +$130M |
|
97
Freeport-McMoran
FCX
$64.5B
| $1.89B | 0.23% |
46,164,978
+3,565,680
| +8% | +$146M |
|
98
Lam Research
LRCX
$123B
| $1.87B | 0.23% |
3,519,188
-240,891
| -6% | -$128M |
|
99
iShares MSCI EAFE ETF
EFA
$65.3B
| $1.86B | 0.23% |
26,012,768
+1,210,666
| +5% | +$86.6M |
|
100
Intuitive Surgical
ISRG
$170B
| $1.84B | 0.22% |
7,191,791
-1,437,571
| -17% | -$367M |
|