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 S&P 500 Growth ETF
IVW
|
$1.67B |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$1.66B |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.14B |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$966M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$877M |
Top Sells
| 1 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.11B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.1B |
| 3 |
Microsoft
MSFT
|
$933M |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$921M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$787M |
Sector Composition
| 1 | Technology | 15.74% |
| 2 | Healthcare | 11.55% |
| 3 | Financials | 11.4% |
| 4 | Consumer Discretionary | 9.54% |
| 5 | Industrials | 6.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Becton Dickinson
BDX
$55.3B
| $857M | 0.2% | 3,728,814 +261,338 | +8% | +$60M |
|
102
Synopsys
SNPS
$112B
| $849M | 0.2% | 6,593,497 -258,143 | -4% | -$33.2M |
|
103
Zimmer Biomet
ZBH
$21B
| $837M | 0.2% | 8,282,335 -225,635 | -3% | -$22.8M |
|
104
NetEase
NTES
$86.2B
| $833M | 0.2% | 2,596,422 +499,883 | +24% | +$160M |
|
105
Dover
DOV
$24.5B
| $828M | 0.19% | 9,867,501 +19,418 | +0.2% | +$1.63M |
|
106
Fiserv
FI
$75.1B
| $820M | 0.19% | 8,630,753 -2,161,289 | -20% | -$205M |
|
107
Walmart
WMT
$774B
| $805M | 0.19% | 7,088,381 +1,182,670 | +20% | +$134M |
|
108
iShares US Treasury Bond ETF
GOVT
$27.9B
| $800M | 0.19% | 28,562,063 +28,038,964 | +5,360% | +$785M |
|
109
Nike
NKE
$114B
| $799M | 0.19% | 9,661,383 +1,006,756 | +12% | +$83.3M |
|
110
Lam Research
LRCX
$127B
| $795M | 0.19% | 3,313,607 +2,403,219 | +264% | +$577M |
|
111
Cisco
CSCO
$274B
| $792M | 0.19% | 20,138,166 +3,978,976 | +25% | +$156M |
|
112
iShares MSCI Japan ETF
EWJ
$15.3B
| $789M | 0.19% | 15,965,357 -11,037,235 | -41% | -$545M |
|
113
S&P Global
SPGI
$167B
| $774M | 0.18% | 3,158,811 -205,937 | -6% | -$50.5M |
|
114
Public Storage
PSA
$51.7B
| $769M | 0.18% | 3,871,641 +261,074 | +7% | +$51.9M |
|
115
Qualcomm
QCOM
$173B
| $767M | 0.18% | 11,344,431 +1,915,801 | +20% | +$130M |
|
116
Invesco QQQ Trust
QQQ
$364B
| $767M | 0.18% | 4,028,643 +1,413,055 | +54% | +$269M |
|
117
SPDR S&P Biotech ETF
XBI
$5.07B
| $763M | 0.18% | 9,853,687 +9,752,095 | +9,599% | +$755M |
|
118
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $757M | 0.18% | 23,232,938 +989,643 | +4% | +$32.3M |
|
119
IBM
IBM
$227B
| $753M | 0.18% | 6,785,738 +4,108,432 | +153% | +$456M |
|
120
EPAM Systems
EPAM
$9.82B
| $737M | 0.17% | 3,970,576 +1,422,579 | +56% | +$264M |
|
121
AutoZone
AZO
$70.2B
| $736M | 0.17% | 869,413 +324 | +0% | +$274K |
|
122
Marsh & McLennan
MMC
$101B
| $726M | 0.17% | 8,401,177 +1,496,017 | +22% | +$129M |
|
123
AvalonBay Communities
AVB
$27.9B
| $726M | 0.17% | 4,931,682 -1,133,724 | -19% | -$167M |
|
124
Entergy
ETR
$39.3B
| $723M | 0.17% | 7,692,680 +814,839 | +12% | +$76.6M |
|
125
ServiceNow
NOW
$190B
| $719M | 0.17% | 2,507,218 -482,247 | -16% | -$138M |
|