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
|
$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
$3.21B |
| 5 |
Apple
AAPL
|
$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
$702M |
| 4 |
Nike
NKE
|
$702M |
| 5 |
Tesla
TSLA
|
$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Mercado Libre
MELI
$121B
| $2.77B | 0.3% |
2,336,566
+107,637
| +5% | +$128M |
|
77
Intuitive Surgical
ISRG
$162B
| $2.74B | 0.3% |
8,018,676
+826,885
| +11% | +$283M |
|
78
Air Products & Chemicals
APD
$64.1B
| $2.69B | 0.29% |
8,992,121
+1,093,033
| +14% | +$327M |
|
79
Thermo Fisher Scientific
TMO
$183B
| $2.66B | 0.29% |
5,102,478
-278,440
| -5% | -$145M |
|
80
Home Depot
HD
$408B
| $2.55B | 0.28% |
8,211,939
-961,182
| -10% | -$299M |
|
81
PPG Industries
PPG
$24.7B
| $2.55B | 0.28% |
17,187,832
-1,840,683
| -10% | -$273M |
|
82
Lam Research
LRCX
$127B
| $2.4B | 0.26% |
37,328,360
+2,136,480
| +6% | +$137M |
|
83
Chipotle Mexican Grill
CMG
$55.5B
| $2.37B | 0.26% |
55,296,150
+3,901,650
| +8% | +$167M |
|
84
AutoZone
AZO
$70.7B
| $2.3B | 0.25% |
922,929
-166,964
| -15% | -$416M |
|
85
iShares MBS ETF
MBB
$41B
| $2.29B | 0.25% |
24,566,215
+1,585,622
| +7% | +$148M |
|
86
Mondelez International
MDLZ
$78.9B
| $2.25B | 0.24% |
30,828,280
+1,064,381
| +4% | +$77.6M |
|
87
Linde
LIN
$220B
| $2.25B | 0.24% |
5,897,184
+36,009
| +0.6% | +$13.7M |
|
88
Dover
DOV
$24.1B
| $2.22B | 0.24% |
15,057,041
+1,064,150
| +8% | +$157M |
|
89
iShares US Treasury Bond ETF
GOVT
$27.9B
| $2.22B | 0.24% |
96,926,855
+4,250,679
| +5% | +$97.3M |
|
90
Honeywell
HON
$136B
| $2.17B | 0.24% |
10,464,104
+529,728
| +5% | +$110M |
|
91
iShares MSCI Japan ETF
EWJ
$15.4B
| $2.17B | 0.24% |
35,033,519
+4,089,978
| +13% | +$253M |
|
92
Vanguard FTSE Europe ETF
VGK
$26.7B
| $2.16B | 0.23% |
35,003,290
+1,745,652
| +5% | +$108M |
|
93
Vanguard Information Technology ETF
VGT
$99.1B
| $2.14B | 0.23% |
4,831,726
-1,160,226
| -19% | -$513M |
|
94
Visa
V
$682B
| $2.11B | 0.23% |
8,898,088
-434,372
| -5% | -$103M |
|
95
Vertex Pharmaceuticals
VRTX
$102B
| $2.1B | 0.23% |
5,955,525
-405,233
| -6% | -$143M |
|
96
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $2.07B | 0.23% |
25,532,359
+10,066,797
| +65% | +$816M |
|
97
HDFC Bank
HDB
$180B
| $2.07B | 0.22% |
29,630,246
-1,497,296
| -5% | -$104M |
|
98
Public Service Enterprise Group
PEG
$40.5B
| $2.02B | 0.22% |
32,294,384
+9,017,393
| +39% | +$565M |
|
99
Walmart
WMT
$807B
| $1.98B | 0.22% |
37,759,821
+7,662,732
| +25% | +$401M |
|
100
Health Care Select Sector SPDR Fund
XLV
$33.8B
| $1.97B | 0.21% |
14,810,049
-1,706,057
| -10% | -$226M |
|