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 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.7B |
| 2 |
Apple
AAPL
|
$1.81B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.63B |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.57B |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$1.45B |
Top Sells
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.54% |
| 4 | Healthcare | 10.31% |
| 5 | Industrials | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Accenture
ACN
$162B
| $1.74B | 0.21% |
5,904,990
+44,230
| +0.8% | +$13M |
|
|
102
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $1.74B | 0.21% |
33,963,505
+30,698,957
| +940% | +$1.57B |
|
103
Qualcomm
QCOM
$171B
| $1.72B | 0.21% |
12,040,954
-114,522
| -0.9% | -$16.4M |
|
104
Mondelez International
MDLZ
$80B
| $1.7B | 0.2% |
27,254,645
+1,027,388
| +4% | +$64.2M |
|
105
iShares Core US Aggregate Bond ETF
AGG
$130B
| $1.7B | 0.2% |
14,725,104
+112,473
| +0.8% | +$13M |
|
106
Boston Scientific
BSX
$156B
| $1.69B | 0.2% |
39,569,423
-800,780
| -2% | -$34.2M |
|
107
T Rowe Price
TROW
$23.6B
| $1.69B | 0.2% |
8,527,929
+67,973
| +0.8% | +$13.5M |
|
108
Invesco S&P 500 Equal Weight ETF
RSP
$73.6B
| $1.68B | 0.2% |
11,143,222
+486,487
| +5% | +$73.3M |
|
109
EOG Resources
EOG
$68.8B
| $1.67B | 0.2% |
19,967,723
+2,337,177
| +13% | +$195M |
|
110
Air Products & Chemicals
APD
$65.5B
| $1.67B | 0.2% |
5,788,097
+399,879
| +7% | +$115M |
|
111
Parker-Hannifin
PH
$96.2B
| $1.65B | 0.2% |
5,365,742
+358,051
| +7% | +$110M |
|
112
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.93B
| $1.64B | 0.2% |
18,289,046
-565,722
| -3% | -$50.9M |
|
113
Lyft
LYFT
$6.97B
| $1.64B | 0.2% |
27,104,123
+6,655,085
| +33% | +$402M |
|
114
Merck
MRK
$214B
| $1.63B | 0.19% |
20,987,079
-4,151,132
| -17% | -$323M |
|
115
Northrop Grumman
NOC
$84.5B
| $1.63B | 0.19% |
4,480,721
-49,649
| -1% | -$18M |
|
116
AutoZone
AZO
$70.2B
| $1.63B | 0.19% |
1,089,383
-44,643
| -4% | -$66.6M |
|
117
Vanguard Total Bond Market
BND
$133B
| $1.61B | 0.19% |
18,740,973
+8,517,357
| +83% | +$732M |
|
118
DexCom
DXCM
$29.5B
| $1.6B | 0.19% |
3,748,505
+880,359
| +31% | +$376M |
|
119
O'Reilly Automotive
ORLY
$87.6B
| $1.59B | 0.19% |
2,809,244
+341,969
| +14% | +$194M |
|
120
TJX Companies
TJX
$152B
| $1.58B | 0.19% |
23,374,584
+1,222,906
| +6% | +$82.4M |
|
121
Charter Communications
CHTR
$36.3B
| $1.57B | 0.19% |
2,178,254
-577,462
| -21% | -$417M |
|
122
S&P Global
SPGI
$167B
| $1.55B | 0.18% |
3,764,766
+1,743,726
| +86% | +$716M |
|
123
Industrial Select Sector SPDR Fund
XLI
$23.1B
| $1.54B | 0.18% |
15,005,484
+441,665
| +3% | +$45.2M |
|
124
CVS Health
CVS
$94B
| $1.5B | 0.18% |
18,017,348
+2,144,240
| +14% | +$179M |
|
125
Walt Disney
DIS
$213B
| $1.5B | 0.18% |
8,545,501
+274,879
| +3% | +$48.3M |
|