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 7-10 Year Treasury Bond ETF
IEF
|
$2.03B |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$1.94B |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$1.28B |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$936M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$912M |
Top Sells
Sector Composition
| 1 | Technology | 13.69% |
| 2 | Financials | 13.03% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 9.38% |
| 5 | Industrials | 7.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Marathon Petroleum
MPC
$54.4B
| $1.07B | 0.21% |
17,534,968
-5,510,324
| -24% | -$335M |
|
102
Travelers Companies
TRV
$62.3B
| $1.05B | 0.21% |
7,094,871
-241,000
| -3% | -$35.8M |
|
103
Broadcom
AVGO
$1.42T
| $1.05B | 0.21% |
3,793,130
-1,017,885
| -21% | -$281M |
|
104
Eaton
ETN
$134B
| $1.03B | 0.21% |
12,380,137
+777,298
| +7% | +$64.6M |
|
105
AbbVie
ABBV
$374B
| $1.02B | 0.2% |
13,426,692
+9,175,219
| +216% | +$695M |
|
106
US Bancorp
USB
$75.5B
| $1B | 0.2% |
18,105,033
+814,162
| +5% | +$45.1M |
|
|
STI
107
DELISTED
SunTrust Banks, Inc.
STI
| $987M | 0.2% |
14,350,560
-2,240,213
| -14% | -$154M |
|
108
Synopsys
SNPS
$110B
| $972M | 0.19% |
7,080,648
+852,089
| +14% | +$117M |
|
109
iShares MBS ETF
MBB
$40.9B
| $955M | 0.19% |
8,816,994
-3,512,713
| -28% | -$380M |
|
110
Northrop Grumman
NOC
$83.2B
| $946M | 0.19% |
2,524,070
-616,973
| -20% | -$231M |
|
|
AGN
111
DELISTED
Allergan plc
AGN
| $942M | 0.19% |
5,598,356
+2,824,464
| +102% | +$475M |
|
112
Dover
DOV
$24B
| $937M | 0.19% |
9,408,960
+904,667
| +11% | +$90.1M |
|
|
CELG
113
DELISTED
Celgene Corp
CELG
| $929M | 0.19% |
9,354,501
-245,595
| -3% | -$24.4M |
|
114
Union Pacific
UNP
$132B
| $924M | 0.18% |
5,704,275
-713,770
| -11% | -$116M |
|
115
Walt Disney
DIS
$211B
| $924M | 0.18% |
7,088,784
-614,265
| -8% | -$80.1M |
|
116
Progressive
PGR
$145B
| $922M | 0.18% |
11,928,920
+2,537,614
| +27% | +$196M |
|
117
S&P Global
SPGI
$165B
| $909M | 0.18% |
3,709,593
-61,492
| -2% | -$15.1M |
|
118
Loews
L
$20.1B
| $903M | 0.18% |
17,536,656
+435,801
| +3% | +$22.4M |
|
119
Vanguard Mid-Cap ETF
VO
$86.8B
| $901M | 0.18% |
5,374,082
+488,081
| +10% | +$81.8M |
|
|
PXD
120
DELISTED
Pioneer Natural Resource Co.
PXD
| $898M | 0.18% |
7,141,377
+46,401
| +0.7% | +$5.84M |
|
121
American Electric Power
AEP
$58.8B
| $897M | 0.18% |
9,578,218
-866,367
| -8% | -$81.2M |
|
122
Cisco
CSCO
$268B
| $895M | 0.18% |
18,115,973
-1,612,683
| -8% | -$79.7M |
|
123
Parker-Hannifin
PH
$94.8B
| $884M | 0.18% |
4,891,999
-20,824
| -0.4% | -$3.76M |
|
124
M&T Bank
MTB
$31B
| $882M | 0.18% |
5,581,796
-15,519
| -0.3% | -$2.45M |
|
125
Health Care Select Sector SPDR Fund
XLV
$33.8B
| $877M | 0.17% |
9,727,760
-1,036,875
| -10% | -$93.5M |
|