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 |
iShares Core S&P 500 ETF
IVV
|
$3.57B |
| 2 |
Amazon
AMZN
|
$2.84B |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.47B |
| 4 |
Mastercard
MA
|
$1.44B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.31B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.44B |
| 2 |
Apple
AAPL
|
$3.14B |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.87B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.84B |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.57B |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Healthcare | 11.18% |
| 3 | Financials | 9.56% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Industrials | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Lam Research
LRCX
$127B
| $2.55B | 0.28% |
40,609,380
+3,281,020
| +9% | +$206M |
|
77
Norfolk Southern
NSC
$62.8B
| $2.52B | 0.28% |
12,798,723
+413,455
| +3% | +$81.4M |
|
78
Mondelez International
MDLZ
$78.8B
| $2.45B | 0.27% |
35,350,082
+4,521,802
| +15% | +$314M |
|
79
Home Depot
HD
$410B
| $2.44B | 0.27% |
8,069,916
-142,023
| -2% | -$42.9M |
|
80
iShares MBS ETF
MBB
$41.1B
| $2.42B | 0.27% |
27,285,852
+2,719,637
| +11% | +$242M |
|
81
AutoZone
AZO
$70.8B
| $2.4B | 0.27% |
946,229
+23,300
| +3% | +$59.2M |
|
82
Walmart
WMT
$805B
| $2.37B | 0.26% |
44,489,076
+6,729,255
| +18% | +$359M |
|
83
Merck
MRK
$210B
| $2.36B | 0.26% |
22,953,807
-1,109,509
| -5% | -$114M |
|
84
Linde
LIN
$222B
| $2.34B | 0.26% |
6,285,486
+388,302
| +7% | +$145M |
|
85
Danaher
DHR
$143B
| $2.29B | 0.25% |
10,407,707
+3,642,773
| +54% | +$801M |
|
86
Synopsys
SNPS
$111B
| $2.18B | 0.24% |
4,754,270
+560,737
| +13% | +$257M |
|
87
Booking.com
BKNG
$181B
| $2.13B | 0.24% |
691,293
-10,232
| -1% | -$31.6M |
|
88
Vertex Pharmaceuticals
VRTX
$102B
| $2.12B | 0.23% |
6,105,852
+150,327
| +3% | +$52.3M |
|
89
Visa
V
$681B
| $2.1B | 0.23% |
9,134,878
+236,790
| +3% | +$54.5M |
|
90
iShares MSCI Japan ETF
EWJ
$15.4B
| $2.09B | 0.23% |
34,602,719
-430,800
| -1% | -$26M |
|
91
Dover
DOV
$24.5B
| $2.08B | 0.23% |
14,917,672
-139,369
| -0.9% | -$19.4M |
|
92
Costco
COST
$424B
| $2.08B | 0.23% |
3,680,494
+180,338
| +5% | +$102M |
|
93
Thermo Fisher Scientific
TMO
$185B
| $2.06B | 0.23% |
4,059,909
-1,042,569
| -20% | -$528M |
|
94
Intuitive Surgical
ISRG
$163B
| $2.05B | 0.23% |
7,012,947
-1,005,729
| -13% | -$294M |
|
95
US Bancorp
USB
$76.5B
| $2.05B | 0.23% |
61,873,523
+8,223,428
| +15% | +$272M |
|
96
PPG Industries
PPG
$24.7B
| $2.04B | 0.23% |
15,736,548
-1,451,284
| -8% | -$188M |
|
97
Honeywell
HON
$137B
| $2.04B | 0.23% |
11,038,668
+574,564
| +5% | +$106M |
|
98
Vanguard Information Technology ETF
VGT
$99.7B
| $2.02B | 0.22% |
4,868,466
+36,740
| +0.8% | +$15.2M |
|
99
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $2.01B | 0.22% |
24,800,146
-732,213
| -3% | -$59.3M |
|
100
Chipotle Mexican Grill
CMG
$55.5B
| $2B | 0.22% |
54,592,100
-704,050
| -1% | -$25.8M |
|