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 Intermediate-Term Corporate Bond ETF
VCIT
|
$3.65B |
| 2 |
Microsoft
MSFT
|
$2.99B |
| 3 |
Eli Lilly
LLY
|
$2.1B |
| 4 |
Broadcom
AVGO
|
$1.57B |
| 5 |
ServiceNow
NOW
|
$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares S&P 500 Value ETF
IVE
$40.8B
| $2.94B | 0.28% |
16,914,385
+29,366
| +0.2% | +$5.11M |
|
77
Costco
COST
$419B
| $2.94B | 0.28% |
4,447,886
+767,392
| +21% | +$507M |
|
|
78
ServiceNow
NOW
$189B
| $2.87B | 0.28% |
4,060,513
+1,888,340
| +87% | +$1.33B |
|
79
iShares MBS ETF
MBB
$40.9B
| $2.84B | 0.27% |
30,221,859
+2,936,007
| +11% | +$276M |
|
80
Merck
MRK
$212B
| $2.82B | 0.27% |
25,896,518
+2,942,711
| +13% | +$321M |
|
81
Linde
LIN
$222B
| $2.81B | 0.27% |
6,853,351
+567,865
| +9% | +$233M |
|
82
Visa
V
$676B
| $2.81B | 0.27% |
10,801,418
+1,666,540
| +18% | +$434M |
|
83
Chipotle Mexican Grill
CMG
$56B
| $2.76B | 0.26% |
1,204,841
+112,999
| +10% | +$258M |
|
84
Synopsys
SNPS
$109B
| $2.68B | 0.26% |
5,205,396
+451,126
| +9% | +$232M |
|
85
Mondelez International
MDLZ
$79.2B
| $2.63B | 0.25% |
36,379,218
+1,029,136
| +3% | +$74.5M |
|
86
Philip Morris
PM
$255B
| $2.61B | 0.25% |
27,771,906
-1,025,401
| -4% | -$96.5M |
|
87
Air Products & Chemicals
APD
$64.9B
| $2.57B | 0.25% |
9,392,369
+84,700
| +0.9% | +$23.2M |
|
88
Vanguard Information Technology ETF
VGT
$98.9B
| $2.49B | 0.24% |
5,148,116
+279,650
| +6% | +$135M |
|
89
Booking.com
BKNG
$180B
| $2.45B | 0.23% |
690,451
-842
| -0.1% | -$2.99M |
|
90
Honeywell
HON
$136B
| $2.43B | 0.23% |
11,588,211
+549,543
| +5% | +$115M |
|
91
Danaher
DHR
$144B
| $2.38B | 0.23% |
10,292,928
+1,066,237
| +12% | +$247M |
|
92
iShares Russell 1000 Growth ETF
IWF
$116B
| $2.36B | 0.23% |
7,780,747
+1,306,344
| +20% | +$396M |
|
93
Marriott International Class A Common Stock
MAR
$71.8B
| $2.35B | 0.23% |
10,424,247
+1,626,992
| +18% | +$367M |
|
94
Walmart
WMT
$785B
| $2.35B | 0.23% |
14,901,969
+72,277
| +0.5% | +$11.4M |
|
95
Stryker
SYK
$147B
| $2.35B | 0.23% |
7,838,092
+4,427,566
| +130% | +$1.33B |
|
96
RTX Corp
RTX
$211B
| $2.34B | 0.22% |
27,832,068
-7,723,880
| -22% | -$650M |
|
97
Shopify
SHOP
$182B
| $2.33B | 0.22% |
29,861,185
+677,185
| +2% | +$52.8M |
|
98
Vertex Pharmaceuticals
VRTX
$101B
| $2.29B | 0.22% |
5,624,265
-481,587
| -8% | -$196M |
|
99
PG&E
PCG
$33.5B
| $2.22B | 0.21% |
122,908,650
+10,331,924
| +9% | +$186M |
|
100
Dover
DOV
$23.9B
| $2.22B | 0.21% |
14,406,435
-511,237
| -3% | -$78.6M |
|