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 S&P 500 ETF
VOO
|
$5B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.43B |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$4B |
| 4 |
Apple
AAPL
|
$3.19B |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$3.09B |
Top Sells
| 1 |
Vanguard Total International Bond ETF
BNDX
|
$2.49B |
| 2 |
S&P Global
SPGI
|
$2.41B |
| 3 |
Coca-Cola
KO
|
$1.76B |
| 4 |
Adobe
ADBE
|
$1.4B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.3B |
Sector Composition
| 1 | Technology | 22.83% |
| 2 | Healthcare | 10.08% |
| 3 | Consumer Discretionary | 9.55% |
| 4 | Financials | 9.44% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Norfolk Southern
NSC
$62.4B
| $2.35B | 0.2% |
9,225,066
-4,101,737
| -31% | -$1.05B |
|
102
McKesson
MCK
$85.4B
| $2.34B | 0.2% |
4,362,837
+21,659
| +0.5% | +$11.6M |
|
103
iShares MBS ETF
MBB
$40.7B
| $2.33B | 0.2% |
25,243,920
-4,977,939
| -16% | -$460M |
|
104
Dover
DOV
$24.5B
| $2.33B | 0.2% |
13,152,167
-1,254,268
| -9% | -$222M |
|
105
CSX Corp
CSX
$60B
| $2.32B | 0.2% |
62,679,430
+20,956,881
| +50% | +$777M |
|
106
iShares Core S&P Mid-Cap ETF
IJH
$99.6B
| $2.31B | 0.2% |
38,027,122
+30,526,866
| +407% | +$1.85B |
|
107
JPMorgan Ultra-Short Income ETF
JPST
$33B
| $2.31B | 0.19% |
45,690,839
+10,546,138
| +30% | +$532M |
|
108
Walmart
WMT
$780B
| $2.28B | 0.19% |
37,957,117
+23,055,148
| +155% | +$1.39B |
|
109
Northrop Grumman
NOC
$84.5B
| $2.22B | 0.19% |
4,634,043
+211,459
| +5% | +$101M |
|
110
Invesco QQQ Trust
QQQ
$361B
| $2.21B | 0.19% |
4,986,274
+722,511
| +17% | +$321M |
|
111
iShares MSCI EAFE ETF
EFA
$65.3B
| $2.19B | 0.19% |
27,440,338
+4,116,234
| +18% | +$329M |
|
112
Southern Company
SO
$101B
| $2.16B | 0.18% |
30,167,151
+10,648,772
| +55% | +$764M |
|
113
Yum! Brands
YUM
$40.8B
| $2.16B | 0.18% |
15,556,007
+1,922,511
| +14% | +$267M |
|
114
Boston Scientific
BSX
$158B
| $2.16B | 0.18% |
31,479,634
+2,845,922
| +10% | +$195M |
|
115
Chubb
CB
$110B
| $2.15B | 0.18% |
8,315,127
-405,355
| -5% | -$105M |
|
116
Union Pacific
UNP
$132B
| $2.15B | 0.18% |
8,758,429
+1,371,520
| +19% | +$337M |
|
117
Palo Alto Networks
PANW
$127B
| $2.14B | 0.18% |
7,532,314
+405,965
| +6% | +$115M |
|
118
PPG Industries
PPG
$25.1B
| $2.14B | 0.18% |
14,747,984
+435,053
| +3% | +$63M |
|
119
PG&E
PCG
$33.7B
| $2.11B | 0.18% |
126,126,581
+3,217,931
| +3% | +$53.9M |
|
120
RTX Corp
RTX
$212B
| $2.11B | 0.18% |
21,607,939
-6,224,129
| -22% | -$607M |
|
121
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $2.09B | 0.18% |
14,150,320
-526,658
| -4% | -$77.8M |
|
122
ASML
ASML
$285B
| $2.06B | 0.17% |
2,121,920
-223,126
| -10% | -$217M |
|
123
TransDigm Group
TDG
$78.8B
| $2.06B | 0.17% |
1,669,460
+192,962
| +13% | +$238M |
|
124
Arista Networks
ANET
$171B
| $2.04B | 0.17% |
7,032,708
+451,907
| +7% | +$131M |
|
125
Vanguard FTSE Europe ETF
VGK
$26.5B
| $2.03B | 0.17% |
30,117,187
-55,336
| -0.2% | -$3.73M |
|