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 Total Bond Market
BND
|
$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.05B |
| 3 |
AbbVie
ABBV
|
$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$1.63B |
| 5 |
Exxon Mobil
XOM
|
$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.35B |
| 3 |
Tesla
TSLA
|
$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares MSCI Japan ETF
EWJ
$15.3B
| $1.82B | 0.22% |
29,565,606
+1,991,149
| +7% | +$123M |
|
102
Freeport-McMoran
FCX
$64.5B
| $1.77B | 0.21% |
35,678,892
-5,913,557
| -14% | -$294M |
|
103
CME Group
CME
$96B
| $1.77B | 0.21% |
7,451,206
-708,399
| -9% | -$168M |
|
104
O'Reilly Automotive
ORLY
$87.6B
| $1.76B | 0.21% |
2,569,789
-283,037
| -10% | -$194M |
|
105
General Dynamics
GD
$87.3B
| $1.74B | 0.21% |
7,203,704
-2,543
| -0% | -$613K |
|
106
Capital One
COF
$145B
| $1.72B | 0.21% |
13,126,745
+586,997
| +5% | +$77.1M |
|
107
Vanguard Information Technology ETF
VGT
$98.6B
| $1.72B | 0.21% |
4,134,985
+84,046
| +2% | +$35M |
|
108
Pfizer
PFE
$142B
| $1.71B | 0.21% |
33,050,325
+2,890,178
| +10% | +$150M |
|
109
Chubb
CB
$110B
| $1.71B | 0.21% |
7,980,897
-1,121,969
| -12% | -$240M |
|
|
PXD
110
DELISTED
Pioneer Natural Resource Co.
PXD
| $1.69B | 0.2% |
6,774,754
+2,082,655
| +44% | +$521M |
|
111
iShares 7-10 Year Treasury Bond ETF
IEF
$35.4B
| $1.63B | 0.2% |
15,206,103
+6,575,655
| +76% | +$707M |
|
112
Walmart
WMT
$780B
| $1.63B | 0.2% |
10,971,218
+545,256
| +5% | +$81.2M |
|
113
Zimmer Biomet
ZBH
$21B
| $1.63B | 0.2% |
12,772,584
+1,321,955
| +12% | +$169M |
|
114
Abbott
ABT
$229B
| $1.57B | 0.19% |
13,234,893
+3,923,436
| +42% | +$464M |
|
115
Merck
MRK
$214B
| $1.56B | 0.19% |
19,061,623
+881,291
| +5% | +$72.3M |
|
116
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.93B
| $1.55B | 0.19% |
18,147,633
+1,302,672
| +8% | +$111M |
|
117
Synopsys
SNPS
$112B
| $1.55B | 0.19% |
4,655,948
-5,174
| -0.1% | -$1.72M |
|
118
Air Products & Chemicals
APD
$65.5B
| $1.52B | 0.18% |
6,078,094
-227,418
| -4% | -$56.8M |
|
119
Parker-Hannifin
PH
$96.2B
| $1.52B | 0.18% |
5,344,389
+117,616
| +2% | +$33.4M |
|
120
Citigroup
C
$174B
| $1.48B | 0.18% |
27,722,104
+192,348
| +0.7% | +$10.3M |
|
121
Sysco
SYY
$38.5B
| $1.46B | 0.18% |
17,887,672
+878,989
| +5% | +$71.8M |
|
122
Arthur J. Gallagher & Co
AJG
$77.6B
| $1.46B | 0.18% |
8,346,332
+2,555,055
| +44% | +$446M |
|
123
DexCom
DXCM
$29.1B
| $1.45B | 0.18% |
2,840,423
-92,607
| -3% | -$47.4M |
|
124
Ventas
VTR
$30.9B
| $1.43B | 0.17% |
23,208,940
+3,334,960
| +17% | +$206M |
|
125
T Rowe Price
TROW
$23.6B
| $1.43B | 0.17% |
9,442,430
+900,933
| +11% | +$136M |
|