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 |
McDonald's
MCD
|
$2.43B |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.34B |
| 3 |
Microsoft
MSFT
|
$2.08B |
| 4 |
NVIDIA
NVDA
|
$1.99B |
| 5 |
Goldman Sachs
GS
|
$1.62B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$2.99B |
| 2 |
Broadcom
AVGO
|
$2.02B |
| 3 |
TSMC
TSM
|
$1.21B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.18B |
| 5 |
Danaher
DHR
|
$1.12B |
Sector Composition
| 1 | Technology | 23.79% |
| 2 | Healthcare | 9.72% |
| 3 | Consumer Discretionary | 9.7% |
| 4 | Financials | 9.58% |
| 5 | Industrials | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Mercado Libre
MELI
$120B
| $3.47B | 0.26% |
1,690,032
-130,994
| -7% | -$269M |
|
77
Progressive
PGR
$145B
| $3.41B | 0.26% |
13,418,248
-119,260
| -0.9% | -$30.3M |
|
78
iShares S&P 500 Value ETF
IVE
$40.9B
| $3.36B | 0.26% |
17,023,645
-634,270
| -4% | -$125M |
|
79
iShares MBS ETF
MBB
$40.9B
| $3.32B | 0.25% |
34,664,743
+5,521,374
| +19% | +$529M |
|
80
TJX Companies
TJX
$155B
| $3.3B | 0.25% |
28,117,161
-7,766,695
| -22% | -$913M |
|
81
Abbott
ABT
$230B
| $3.3B | 0.25% |
28,918,015
+14,142,281
| +96% | +$1.61B |
|
82
Philip Morris
PM
$254B
| $3.27B | 0.25% |
26,914,977
-383,982
| -1% | -$46.6M |
|
83
Visa
V
$681B
| $3.26B | 0.25% |
11,844,034
-3,101,189
| -21% | -$853M |
|
84
United Parcel Service
UPS
$72.3B
| $3.26B | 0.25% |
23,879,312
+135,332
| +0.6% | +$18.5M |
|
85
Blackstone
BX
$131B
| $3.23B | 0.25% |
21,107,324
+5,798,118
| +38% | +$888M |
|
86
EOG Resources
EOG
$65.8B
| $3.23B | 0.25% |
26,278,272
-2,207,985
| -8% | -$271M |
|
87
Vanguard Information Technology ETF
VGT
$99.1B
| $3.22B | 0.24% |
5,494,335
+499,503
| +10% | +$293M |
|
88
Vertex Pharmaceuticals
VRTX
$102B
| $3.22B | 0.24% |
6,928,587
+328,802
| +5% | +$153M |
|
89
Costco
COST
$421B
| $3.18B | 0.24% |
3,582,081
-173,879
| -5% | -$154M |
|
90
CSX Corp
CSX
$60.2B
| $3.17B | 0.24% |
91,913,633
+8,471,384
| +10% | +$293M |
|
91
Yum! Brands
YUM
$40.1B
| $3.15B | 0.24% |
22,522,172
+6,065,037
| +37% | +$847M |
|
92
Charles Schwab
SCHW
$175B
| $3.13B | 0.24% |
48,307,064
+4,314,869
| +10% | +$280M |
|
93
Merck
MRK
$210B
| $3.1B | 0.24% |
27,285,865
-801,113
| -3% | -$91M |
|
|
94
Goldman Sachs
GS
$221B
| $3B | 0.23% |
6,064,259
+3,264,057
| +117% | +$1.62B |
|
95
Otis Worldwide
OTIS
$33.6B
| $2.92B | 0.22% |
28,076,031
+8,161,946
| +41% | +$848M |
|
96
JPMorgan Global Select Equity ETF
JGLO
$7.19B
| $2.88B | 0.22% |
45,986,514
+2,148,215
| +5% | +$135M |
|
97
TransDigm Group
TDG
$72B
| $2.85B | 0.22% |
1,997,827
+173,342
| +10% | +$247M |
|
98
Accenture
ACN
$158B
| $2.78B | 0.21% |
7,873,083
-61,911
| -0.8% | -$21.9M |
|
99
Medtronic
MDT
$118B
| $2.77B | 0.21% |
30,739,926
+2,174,873
| +8% | +$196M |
|
100
KKR & Co
KKR
$120B
| $2.76B | 0.21% |
21,105,058
+3,719,279
| +21% | +$486M |
|