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 Bond ETF
BSV
|
$5.56B |
| 2 |
NVIDIA
NVDA
|
$2.6B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.68B |
| 4 |
AbbVie
ABBV
|
$964M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$801M |
Top Sells
| 1 |
Apple
AAPL
|
$2.34B |
| 2 |
Amazon
AMZN
|
$1.76B |
| 3 |
GE Aerospace
GE
|
$1.28B |
| 4 |
Cigna
CI
|
$1.06B |
| 5 |
Morgan Stanley
MS
|
$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
S&P Global
SPGI
$165B
| $1.73B | 0.21% |
4,063,600
+298,834
| +8% | +$127M |
|
102
CVS Health
CVS
$92.8B
| $1.71B | 0.21% |
20,179,811
+2,162,463
| +12% | +$184M |
|
103
AutoZone
AZO
$70B
| $1.69B | 0.21% |
995,344
-94,039
| -9% | -$160M |
|
104
Zimmer Biomet
ZBH
$20.6B
| $1.69B | 0.21% |
11,532,141
+2,401,646
| +26% | +$352M |
|
105
T Rowe Price
TROW
$23.3B
| $1.65B | 0.2% |
8,393,559
-134,370
| -2% | -$26.4M |
|
106
Industrial Select Sector SPDR Fund
XLI
$23B
| $1.64B | 0.2% |
16,736,984
+1,731,500
| +12% | +$169M |
|
107
DexCom
DXCM
$30.2B
| $1.64B | 0.2% |
2,993,285
-755,220
| -20% | -$413M |
|
108
Vanguard Total Bond Market
BND
$133B
| $1.62B | 0.2% |
19,001,710
+260,737
| +1% | +$22.3M |
|
109
EOG Resources
EOG
$66.8B
| $1.62B | 0.2% |
20,214,000
+246,277
| +1% | +$19.8M |
|
110
Boston Scientific
BSX
$159B
| $1.62B | 0.2% |
37,387,665
-2,181,758
| -6% | -$94.7M |
|
111
Chubb
CB
$110B
| $1.62B | 0.2% |
9,309,903
+220,131
| +2% | +$38.2M |
|
112
Biogen
BIIB
$21B
| $1.59B | 0.2% |
5,605,297
+250,531
| +5% | +$70.9M |
|
113
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $1.58B | 0.2% |
18,397,133
+4,564,605
| +33% | +$393M |
|
114
Mondelez International
MDLZ
$78.7B
| $1.58B | 0.2% |
27,149,977
-104,668
| -0.4% | -$6.09M |
|
115
Stanley Black & Decker
SWK
$11.3B
| $1.57B | 0.19% |
8,960,044
-1,732,612
| -16% | -$304M |
|
116
TJX Companies
TJX
$155B
| $1.57B | 0.19% |
23,799,819
+425,235
| +2% | +$28.1M |
|
117
CME Group
CME
$96.2B
| $1.57B | 0.19% |
8,104,068
-133,027
| -2% | -$25.7M |
|
118
Linde
LIN
$222B
| $1.56B | 0.19% |
5,320,463
-831,604
| -14% | -$244M |
|
119
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.93B
| $1.55B | 0.19% |
17,714,720
-574,326
| -3% | -$50.4M |
|
120
FedEx
FDX
$52.9B
| $1.54B | 0.19% |
7,001,829
+204,671
| +3% | +$44.9M |
|
121
Freeport-McMoran
FCX
$65.7B
| $1.52B | 0.19% |
46,670,288
-7,636,825
| -14% | -$248M |
|
122
Air Products & Chemicals
APD
$65B
| $1.52B | 0.19% |
5,918,920
+130,823
| +2% | +$33.5M |
|
123
Estee Lauder
EL
$32.6B
| $1.5B | 0.19% |
5,005,520
-556,223
| -10% | -$167M |
|
124
Vanguard Information Technology ETF
VGT
$99.2B
| $1.49B | 0.18% |
3,724,103
+99,287
| +3% | +$39.8M |
|
125
Visa
V
$678B
| $1.48B | 0.18% |
6,644,540
-1,624,434
| -20% | -$362M |
|