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 |
Amazon
AMZN
|
$10.9B |
| 2 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
$4.15B |
| 3 |
Microsoft
MSFT
|
$2.17B |
| 4 |
UnitedHealth
UNH
|
$1.8B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.41B |
Top Sells
| 1 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$4.17B |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.58B |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$659M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$627M |
| 5 |
CERN
Cerner Corp
CERN
|
$608M |
Sector Composition
| 1 | Technology | 16% |
| 2 | Healthcare | 13.32% |
| 3 | Financials | 11.15% |
| 4 | Consumer Discretionary | 8.38% |
| 5 | Industrials | 7.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Air Products & Chemicals
APD
$64.8B
| $1.54B | 0.21% |
6,390,483
+312,389
| +5% | +$75.1M |
|
102
Amgen
AMGN
$153B
| $1.48B | 0.21% |
6,101,827
+489,547
| +9% | +$119M |
|
103
Vertex Pharmaceuticals
VRTX
$101B
| $1.48B | 0.21% |
5,237,542
+424,873
| +9% | +$120M |
|
104
IBM
IBM
$226B
| $1.47B | 0.21% |
10,430,665
+370,409
| +4% | +$52.3M |
|
105
Oracle
ORCL
$627B
| $1.47B | 0.2% |
21,040,494
-1,023,444
| -5% | -$71.5M |
|
106
Sysco
SYY
$38.7B
| $1.45B | 0.2% |
17,115,731
-771,941
| -4% | -$65.4M |
|
107
Vanguard Information Technology ETF
VGT
$98.8B
| $1.45B | 0.2% |
4,431,754
+296,769
| +7% | +$96.9M |
|
108
Synopsys
SNPS
$109B
| $1.44B | 0.2% |
4,753,745
+97,797
| +2% | +$29.7M |
|
109
TJX Companies
TJX
$155B
| $1.44B | 0.2% |
25,748,787
+4,136,761
| +19% | +$231M |
|
110
Infosys
INFY
$68.6B
| $1.42B | 0.2% |
76,676,808
+2,134,934
| +3% | +$39.5M |
|
111
Abbott
ABT
$227B
| $1.42B | 0.2% |
13,054,566
-180,327
| -1% | -$19.6M |
|
112
Capital One
COF
$140B
| $1.42B | 0.2% |
13,601,169
+474,424
| +4% | +$49.4M |
|
113
Salesforce
CRM
$243B
| $1.41B | 0.2% |
8,519,236
+1,826,455
| +27% | +$301M |
|
114
Chubb
CB
$110B
| $1.38B | 0.19% |
7,027,074
-953,823
| -12% | -$188M |
|
|
115
Financial Select Sector SPDR Fund
XLF
$53.3B
| $1.36B | 0.19% |
43,358,090
-19,948,434
| -32% | -$627M |
|
116
CME Group
CME
$96.7B
| $1.36B | 0.19% |
6,627,193
-824,013
| -11% | -$169M |
|
117
Arthur J. Gallagher & Co
AJG
$78.1B
| $1.34B | 0.19% |
8,235,244
-111,088
| -1% | -$18.1M |
|
118
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.93B
| $1.34B | 0.19% |
19,232,531
+1,084,898
| +6% | +$75.7M |
|
119
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $1.32B | 0.18% |
11,057,170
+8,440,188
| +323% | +$1.01B |
|
120
Parker-Hannifin
PH
$94.4B
| $1.31B | 0.18% |
5,338,036
-6,353
| -0.1% | -$1.56M |
|
121
Booking.com
BKNG
$179B
| $1.31B | 0.18% |
750,948
-232,862
| -24% | -$407M |
|
122
Hartford Financial Services
HIG
$37.3B
| $1.29B | 0.18% |
19,743,659
+1,444,621
| +8% | +$94.5M |
|
123
O'Reilly Automotive
ORLY
$87.9B
| $1.29B | 0.18% |
2,039,084
-530,705
| -21% | -$335M |
|
124
Blackstone
BX
$130B
| $1.27B | 0.18% |
13,912,144
-1,160,853
| -8% | -$106M |
|
125
Charter Communications
CHTR
$35.6B
| $1.25B | 0.17% |
2,678,154
+191,403
| +8% | +$89.7M |
|