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 |
Microsoft
MSFT
|
$2.27B |
| 2 |
Amazon
AMZN
|
$2.16B |
| 3 |
Tesla
TSLA
|
$1.15B |
| 4 |
NXP Semiconductors
NXPI
|
$1.12B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$990M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.19B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.33B |
| 3 |
Meta Platforms (Facebook)
META
|
$1.52B |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.27B |
| 5 |
PayPal
PYPL
|
$1.01B |
Sector Composition
| 1 | Technology | 18.04% |
| 2 | Financials | 11.12% |
| 3 | Healthcare | 10.53% |
| 4 | Consumer Discretionary | 10.3% |
| 5 | Industrials | 7.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Total Bond Market
BND
$133B
| $1.85B | 0.21% |
21,778,832
+2,777,122
| +15% | +$235M |
|
102
EOG Resources
EOG
$65.8B
| $1.84B | 0.21% |
20,741,522
+527,522
| +3% | +$46.9M |
|
103
Capital One
COF
$142B
| $1.82B | 0.21% |
12,539,748
-1,821,526
| -13% | -$264M |
|
104
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $1.81B | 0.21% |
71,061,342
+2,204,404
| +3% | +$56M |
|
105
Pfizer
PFE
$141B
| $1.78B | 0.21% |
30,160,147
+6,344,714
| +27% | +$375M |
|
106
EPAM Systems
EPAM
$9.69B
| $1.76B | 0.2% |
2,635,260
-1,094,221
| -29% | -$731M |
|
107
Chubb
CB
$111B
| $1.76B | 0.2% |
9,102,866
-207,037
| -2% | -$40M |
|
108
Verizon
VZ
$184B
| $1.75B | 0.2% |
33,759,374
-4,951,322
| -13% | -$257M |
|
109
Industrial Select Sector SPDR Fund
XLI
$23B
| $1.74B | 0.2% |
16,460,890
-276,094
| -2% | -$29.2M |
|
110
Freeport-McMoran
FCX
$66.3B
| $1.74B | 0.2% |
41,592,449
-5,077,839
| -11% | -$212M |
|
111
Synopsys
SNPS
$110B
| $1.72B | 0.2% |
4,661,122
+80,295
| +2% | +$29.6M |
|
112
iShares US Treasury Bond ETF
GOVT
$27.8B
| $1.69B | 0.2% |
63,370,534
-3,460,259
| -5% | -$92.3M |
|
113
T Rowe Price
TROW
$23.2B
| $1.68B | 0.19% |
8,541,497
+147,938
| +2% | +$29.1M |
|
114
Parker-Hannifin
PH
$94.8B
| $1.66B | 0.19% |
5,226,773
+130,530
| +3% | +$41.5M |
|
115
Citigroup
C
$175B
| $1.66B | 0.19% |
27,529,756
-2,152,592
| -7% | -$130M |
|
116
Linde
LIN
$221B
| $1.66B | 0.19% |
4,783,124
-537,339
| -10% | -$186M |
|
117
Infosys
INFY
$69B
| $1.62B | 0.19% |
63,971,848
+8,841,879
| +16% | +$224M |
|
118
Visa
V
$681B
| $1.62B | 0.19% |
7,466,510
+821,970
| +12% | +$178M |
|
119
TJX Companies
TJX
$155B
| $1.59B | 0.18% |
20,990,601
-2,809,218
| -12% | -$213M |
|
120
DexCom
DXCM
$30.9B
| $1.57B | 0.18% |
11,732,120
-241,020
| -2% | -$32.4M |
|
121
Qualcomm
QCOM
$170B
| $1.57B | 0.18% |
8,572,280
-1,877,221
| -18% | -$343M |
|
|
SIVB
122
DELISTED
SVB Financial Group
SIVB
| $1.55B | 0.18% |
2,283,331
+84,422
| +4% | +$57.3M |
|
123
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.93B
| $1.55B | 0.18% |
16,844,961
-869,759
| -5% | -$79.9M |
|
124
Walmart
WMT
$793B
| $1.51B | 0.17% |
31,277,886
+3,369,048
| +12% | +$162M |
|
125
Ingersoll Rand
IR
$30.8B
| $1.5B | 0.17% |
24,316,948
+3,386,296
| +16% | +$210M |
|