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
|
$7.49B |
| 2 |
NVIDIA
NVDA
|
$6.55B |
| 3 |
Apple
AAPL
|
$3.25B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.72B |
| 5 |
Walt Disney
DIS
|
$2.57B |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$4.98B |
| 2 |
Meta Platforms (Facebook)
META
|
$2.57B |
| 3 |
Linde
LIN
|
$1.98B |
| 4 |
UnitedHealth
UNH
|
$1.96B |
| 5 |
Union Pacific
UNP
|
$1.93B |
Sector Composition
| 1 | Technology | 25.87% |
| 2 | Financials | 10.43% |
| 3 | Consumer Discretionary | 10.13% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Russell 1000 Growth ETF
IWF
$115B
| $3.06B | 0.2% |
7,216,343
+411,172
| +6% | +$175M |
|
102
Medtronic
MDT
$120B
| $3.06B | 0.2% |
35,063,183
-2,563,642
| -7% | -$223M |
|
103
TransDigm Group
TDG
$73.5B
| $3.03B | 0.2% |
1,995,769
+6,110
| +0.3% | +$9.29M |
|
104
Chevron
CVX
$326B
| $3.02B | 0.2% |
21,065,914
-1,941,324
| -8% | -$278M |
|
105
Sea Limited
SE
$106B
| $3B | 0.2% |
18,743,172
+7,112,404
| +61% | +$1.14B |
|
106
Vanguard FTSE Europe ETF
VGK
$26.5B
| $3B | 0.2% |
38,672,725
+3,167,220
| +9% | +$245M |
|
107
Micron Technology
MU
$133B
| $2.85B | 0.19% |
23,130,679
-1,971,925
| -8% | -$243M |
|
108
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $2.84B | 0.19% |
28,287,262
+621,794
| +2% | +$62.5M |
|
109
JPMorgan BetaBuilders Europe ETF
BBEU
$4.12B
| $2.82B | 0.18% |
41,827,031
-254,095
| -0.6% | -$17.1M |
|
110
Carrier Global
CARR
$54B
| $2.82B | 0.18% |
38,536,301
+7,409,432
| +24% | +$542M |
|
111
American Tower
AMT
$93.9B
| $2.8B | 0.18% |
12,666,082
+2,532,928
| +25% | +$560M |
|
112
Blackstone
BX
$132B
| $2.79B | 0.18% |
18,679,441
-2,891,363
| -13% | -$432M |
|
113
Yum! Brands
YUM
$40.4B
| $2.79B | 0.18% |
18,818,997
-1,332,412
| -7% | -$197M |
|
114
Boston Scientific
BSX
$158B
| $2.76B | 0.18% |
25,659,722
-5,862,792
| -19% | -$630M |
|
115
Invesco QQQ Trust
QQQ
$361B
| $2.7B | 0.18% |
4,895,265
-2,134,391
| -30% | -$1.18B |
|
116
Seagate
STX
$36.3B
| $2.7B | 0.18% |
18,689,971
-230,821
| -1% | -$33.3M |
|
117
TJX Companies
TJX
$155B
| $2.68B | 0.18% |
21,687,497
+22,708
| +0.1% | +$2.8M |
|
118
Vertex Pharmaceuticals
VRTX
$103B
| $2.61B | 0.17% |
5,869,361
-1,886,284
| -24% | -$840M |
|
119
iShares 7-10 Year Treasury Bond ETF
IEF
$35.4B
| $2.61B | 0.17% |
27,278,744
-797,905
| -3% | -$76.4M |
|
120
Marriott International Class A Common Stock
MAR
$71.8B
| $2.59B | 0.17% |
9,467,785
+2,006,845
| +27% | +$548M |
|
121
Quanta Services
PWR
$55.8B
| $2.58B | 0.17% |
6,821,962
+89,334
| +1% | +$33.8M |
|
122
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $2.56B | 0.17% |
42,710,758
+5,997,621
| +16% | +$360M |
|
123
Snowflake
SNOW
$77.9B
| $2.56B | 0.17% |
11,428,902
+1,352,370
| +13% | +$303M |
|
124
Prologis
PLD
$103B
| $2.54B | 0.17% |
24,147,194
-1,385,400
| -5% | -$146M |
|
125
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $2.53B | 0.17% |
32,198,341
+11,848,817
| +58% | +$933M |
|