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
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.89B |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.86B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$931M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$889M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$862M |
Sector Composition
| 1 | Technology | 16.95% |
| 2 | Financials | 11.22% |
| 3 | Healthcare | 11.1% |
| 4 | Consumer Discretionary | 10.84% |
| 5 | Industrials | 7.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
ConocoPhillips
COP
$118B
| $1.17B | 0.23% |
27,785,134
-72,669
| -0.3% | -$3.05M |
|
102
iShares MSCI Japan ETF
EWJ
$15.2B
| $1.13B | 0.22% |
20,575,079
+4,609,722
| +29% | +$253M |
|
103
Regeneron Pharmaceuticals
REGN
$59.8B
| $1.12B | 0.22% |
1,797,470
+568,057
| +46% | +$354M |
|
104
Zimmer Biomet
ZBH
$20.8B
| $1.11B | 0.21% |
9,266,582
+984,247
| +12% | +$117M |
|
105
Lowe's Companies
LOW
$146B
| $1.1B | 0.21% |
8,127,435
+302,665
| +4% | +$40.9M |
|
106
iShares MBS ETF
MBB
$40.9B
| $1.09B | 0.21% |
9,883,340
+425,668
| +5% | +$47.1M |
|
107
NXP Semiconductors
NXPI
$57.5B
| $1.08B | 0.21% |
9,444,760
+2,766,363
| +41% | +$315M |
|
108
Equinix
EQIX
$74.6B
| $1.07B | 0.21% |
1,529,901
+36,298
| +2% | +$25.5M |
|
109
General Dynamics
GD
$86.8B
| $1.07B | 0.21% |
7,155,006
-429,604
| -6% | -$64.2M |
|
110
Visa
V
$681B
| $1.07B | 0.21% |
5,524,274
-205,934
| -4% | -$39.8M |
|
111
iShares US Treasury Bond ETF
GOVT
$27.8B
| $1.07B | 0.21% |
38,092,104
+9,530,041
| +33% | +$267M |
|
112
Accenture
ACN
$158B
| $1.06B | 0.2% |
4,935,350
-682,405
| -12% | -$147M |
|
113
Dover
DOV
$24B
| $1.06B | 0.2% |
10,968,061
+1,100,560
| +11% | +$106M |
|
114
EPAM Systems
EPAM
$9.69B
| $1.05B | 0.2% |
4,172,412
+201,836
| +5% | +$50.9M |
|
115
Cisco
CSCO
$268B
| $1.01B | 0.2% |
21,703,438
+1,565,272
| +8% | +$73M |
|
116
Northrop Grumman
NOC
$83.2B
| $1B | 0.19% |
3,258,726
+149,042
| +5% | +$45.8M |
|
117
Intuitive Surgical
ISRG
$158B
| $989M | 0.19% |
1,735,062
-25,843
| -1% | -$14.7M |
|
118
Best Buy
BBY
$15.8B
| $978M | 0.19% |
11,201,847
+3,588,247
| +47% | +$313M |
|
119
Marsh & McLennan
MMC
$101B
| $974M | 0.19% |
9,071,107
+669,930
| +8% | +$71.9M |
|
120
Financial Select Sector SPDR Fund
XLF
$53.6B
| $974M | 0.19% |
42,083,939
+22,192,240
| +112% | +$514M |
|
121
Invesco QQQ Trust
QQQ
$364B
| $968M | 0.19% |
3,908,472
-120,171
| -3% | -$29.8M |
|
122
CMS Energy
CMS
$21.4B
| $968M | 0.19% |
16,564,447
+5,909
| +0% | +$345K |
|
123
Charles Schwab
SCHW
$175B
| $939M | 0.18% |
27,835,991
-2,509,197
| -8% | -$84.7M |
|
124
Parker-Hannifin
PH
$94.8B
| $938M | 0.18% |
5,116,672
-267,747
| -5% | -$49.1M |
|
125
S&P Global
SPGI
$165B
| $935M | 0.18% |
2,839,071
-319,740
| -10% | -$105M |
|