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 S&P 500 ETF
VOO
|
$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4B |
| 4 |
Apple
AAPL
|
$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$2.49B |
| 2 |
S&P Global
SPGI
|
$2.41B |
| 3 |
Coca-Cola
KO
|
$1.76B |
| 4 |
Adobe
ADBE
|
$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares S&P 500 Value ETF
IVE
$40.9B
| $3.32B | 0.28% |
17,776,089
+861,704
| +5% | +$161M |
|
77
CME Group
CME
$96.5B
| $3.24B | 0.27% |
15,056,088
+468,070
| +3% | +$101M |
|
78
Home Depot
HD
$407B
| $3.23B | 0.27% |
8,423,535
-392,725
| -4% | -$151M |
|
79
Mercado Libre
MELI
$119B
| $3.16B | 0.27% |
2,091,442
-53,529
| -2% | -$80.9M |
|
80
Synopsys
SNPS
$110B
| $3.14B | 0.27% |
5,501,677
+296,281
| +6% | +$169M |
|
|
81
Adobe
ADBE
$147B
| $3.12B | 0.26% |
6,190,155
-2,780,075
| -31% | -$1.4B |
|
82
Costco
COST
$418B
| $3.11B | 0.26% |
4,248,590
-199,296
| -4% | -$146M |
|
83
US Bancorp
USB
$75.5B
| $3.11B | 0.26% |
69,580,419
-213,691
| -0.3% | -$9.55M |
|
84
Stryker
SYK
$149B
| $3.1B | 0.26% |
8,651,403
+813,311
| +10% | +$291M |
|
85
Visa
V
$679B
| $3.03B | 0.26% |
10,863,214
+61,796
| +0.6% | +$17.2M |
|
86
Charles Schwab
SCHW
$175B
| $2.95B | 0.25% |
40,834,832
-2,847,850
| -7% | -$206M |
|
87
Medtronic
MDT
$119B
| $2.76B | 0.23% |
31,626,896
+6,241,759
| +25% | +$544M |
|
88
Danaher
DHR
$145B
| $2.74B | 0.23% |
10,976,945
+684,017
| +7% | +$171M |
|
89
Travelers Companies
TRV
$61.8B
| $2.7B | 0.23% |
11,743,236
+3,158,779
| +37% | +$727M |
|
90
Intuitive Surgical
ISRG
$166B
| $2.69B | 0.23% |
6,732,307
+1,521,709
| +29% | +$607M |
|
91
Marriott International Class A Common Stock
MAR
$72.1B
| $2.68B | 0.23% |
10,616,899
+192,652
| +2% | +$48.6M |
|
92
Vanguard Information Technology ETF
VGT
$99.1B
| $2.65B | 0.22% |
5,061,463
-86,653
| -2% | -$45.4M |
|
93
iShares Russell 1000 Growth ETF
IWF
$117B
| $2.65B | 0.22% |
7,847,670
+66,923
| +0.9% | +$22.6M |
|
94
Thermo Fisher Scientific
TMO
$183B
| $2.57B | 0.22% |
4,418,438
+643,385
| +17% | +$374M |
|
95
Shopify
SHOP
$182B
| $2.52B | 0.21% |
32,626,542
+2,765,357
| +9% | +$213M |
|
96
Vertex Pharmaceuticals
VRTX
$103B
| $2.52B | 0.21% |
6,018,124
+393,859
| +7% | +$165M |
|
97
Vanguard Long-Term Treasury ETF
VGLT
$9.82B
| $2.49B | 0.21% |
42,085,362
+28,998,773
| +222% | +$1.72B |
|
98
Philip Morris
PM
$257B
| $2.48B | 0.21% |
27,085,613
-686,293
| -2% | -$62.9M |
|
99
iShares MSCI Japan ETF
EWJ
$15.2B
| $2.45B | 0.21% |
34,382,317
+1,529,202
| +5% | +$109M |
|
|
AMJ
100
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
| $2.4B | 0.2% |
84,328,159
+4,496,950
| +6% | +$128M |
|