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 Intermediate-Term Corporate Bond ETF
VCIT
|
$3.65B |
| 2 |
Microsoft
MSFT
|
$2.99B |
| 3 |
Eli Lilly
LLY
|
$2.1B |
| 4 |
Broadcom
AVGO
|
$1.57B |
| 5 |
ServiceNow
NOW
|
$1.33B |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.4B |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.57B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.55B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$2.15B |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.56B |
Sector Composition
| 1 | Technology | 21.83% |
| 2 | Healthcare | 10.29% |
| 3 | Financials | 9.88% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Industrials | 7.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
AutoZone
AZO
$70B
| $2.15B | 0.21% |
833,124
-113,105
| -12% | -$292M |
|
102
PPG Industries
PPG
$24.6B
| $2.14B | 0.21% |
14,312,931
-1,423,617
| -9% | -$213M |
|
103
iShares MSCI Japan ETF
EWJ
$15.2B
| $2.11B | 0.2% |
32,853,115
-1,749,604
| -5% | -$112M |
|
104
Palo Alto Networks
PANW
$128B
| $2.1B | 0.2% |
7,126,349
+2,786,762
| +64% | +$822M |
|
105
Medtronic
MDT
$118B
| $2.09B | 0.2% |
25,385,137
+5,522,685
| +28% | +$455M |
|
106
Blackrock
BLK
$169B
| $2.08B | 0.2% |
2,567,269
+24,120
| +0.9% | +$19.6M |
|
|
107
iShares Core S&P Mid-Cap ETF
IJH
$99B
| $2.08B | 0.2% |
7,500,256
-9,280,942
| -55% | -$2.57B |
|
108
Northrop Grumman
NOC
$83B
| $2.07B | 0.2% |
4,422,584
-65,828
| -1% | -$30.8M |
|
|
AMJ
109
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
| $2.02B | 0.19% |
79,831,209
+1,881,640
| +2% | +$47.7M |
|
110
McKesson
MCK
$85.5B
| $2.01B | 0.19% |
4,341,178
-165,930
| -4% | -$76.8M |
|
111
Thermo Fisher Scientific
TMO
$183B
| $2B | 0.19% |
3,775,053
-284,856
| -7% | -$151M |
|
112
Health Care Select Sector SPDR Fund
XLV
$33.7B
| $2B | 0.19% |
14,676,978
-844,672
| -5% | -$115M |
|
113
Chubb
CB
$110B
| $1.97B | 0.19% |
8,720,482
+576,272
| +7% | +$130M |
|
114
Vanguard FTSE Europe ETF
VGK
$26.5B
| $1.95B | 0.19% |
30,172,523
-3,770,011
| -11% | -$243M |
|
|
115
iShares 7-10 Year Treasury Bond ETF
IEF
$35.6B
| $1.93B | 0.19% |
20,052,754
-16,201,908
| -45% | -$1.56B |
|
116
Public Service Enterprise Group
PEG
$40.5B
| $1.84B | 0.18% |
30,141,060
-2,879,937
| -9% | -$176M |
|
117
Union Pacific
UNP
$130B
| $1.81B | 0.17% |
7,386,909
+1,380,940
| +23% | +$339M |
|
118
Baker Hughes
BKR
$44.2B
| $1.81B | 0.17% |
53,020,003
+12,405,028
| +31% | +$424M |
|
119
Yum! Brands
YUM
$40.2B
| $1.78B | 0.17% |
13,633,496
+1,333,869
| +11% | +$174M |
|
120
ASML
ASML
$288B
| $1.78B | 0.17% |
2,345,046
+80,142
| +4% | +$60.7M |
|
121
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $1.77B | 0.17% |
35,144,701
+17,151,652
| +95% | +$862M |
|
122
Intuitive Surgical
ISRG
$158B
| $1.76B | 0.17% |
5,210,598
-1,802,349
| -26% | -$608M |
|
123
iShares MSCI EAFE ETF
EFA
$65.3B
| $1.76B | 0.17% |
23,324,104
+2,635,213
| +13% | +$199M |
|
124
Amphenol
APH
$133B
| $1.76B | 0.17% |
17,726,240
+2,446,329
| +16% | +$243M |
|
125
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| $1.75B | 0.17% |
36,124,072
-4,296,145
| -11% | -$208M |
|