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 |
McDonald's
MCD
|
$2.43B |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.34B |
| 3 |
Microsoft
MSFT
|
$2.08B |
| 4 |
NVIDIA
NVDA
|
$1.99B |
| 5 |
Goldman Sachs
GS
|
$1.62B |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$2.99B |
| 2 |
Broadcom
AVGO
|
$2.02B |
| 3 |
TSMC
TSM
|
$1.21B |
| 4 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.18B |
| 5 |
Danaher
DHR
|
$1.12B |
Sector Composition
| 1 | Technology | 23.79% |
| 2 | Healthcare | 9.72% |
| 3 | Consumer Discretionary | 9.7% |
| 4 | Financials | 9.58% |
| 5 | Industrials | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Long-Term Treasury ETF
VGLT
$9.83B
| $2.74B | 0.21% |
44,472,238
+410,850
| +0.9% | +$25.3M |
|
102
Travelers Companies
TRV
$62.3B
| $2.73B | 0.21% |
11,680,807
-1,758,767
| -13% | -$412M |
|
103
iShares 7-10 Year Treasury Bond ETF
IEF
$35.6B
| $2.72B | 0.21% |
27,763,482
+7,579,169
| +38% | +$744M |
|
104
IBM
IBM
$227B
| $2.68B | 0.2% |
12,101,374
+4,479,082
| +59% | +$990M |
|
105
Arista Networks
ANET
$173B
| $2.66B | 0.2% |
6,918,422
-1,543,379
| -18% | -$592M |
|
106
D.R. Horton
DHI
$51.3B
| $2.65B | 0.2% |
13,893,015
+2,109,396
| +18% | +$402M |
|
107
PG&E
PCG
$33.7B
| $2.64B | 0.2% |
133,640,022
+3,845,447
| +3% | +$76M |
|
108
Walmart
WMT
$793B
| $2.63B | 0.2% |
32,601,218
-1,007,382
| -3% | -$81.3M |
|
109
Baker Hughes
BKR
$44.4B
| $2.63B | 0.2% |
72,614,348
+17,599,172
| +32% | +$636M |
|
110
iShares Russell 1000 Growth ETF
IWF
$117B
| $2.54B | 0.19% |
6,766,823
-233,767
| -3% | -$87.8M |
|
111
Chipotle Mexican Grill
CMG
$56B
| $2.49B | 0.19% |
43,192,348
-5,826,627
| -12% | -$336M |
|
112
Seagate
STX
$37.5B
| $2.48B | 0.19% |
22,651,999
-396,068
| -2% | -$43.4M |
|
113
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $2.46B | 0.19% |
24,458,326
+1,312,168
| +6% | +$132M |
|
114
Palo Alto Networks
PANW
$128B
| $2.45B | 0.19% |
7,171,617
-632,129
| -8% | -$216M |
|
|
115
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.2B
| $2.41B | 0.18% |
63,967,523
+62,222,654
| +3,566% | +$2.34B |
|
116
Quanta Services
PWR
$55.8B
| $2.39B | 0.18% |
8,008,928
+640,691
| +9% | +$191M |
|
117
iShares Core S&P Mid-Cap ETF
IJH
$99.4B
| $2.37B | 0.18% |
38,054,090
-1,430,399
| -4% | -$89.1M |
|
118
Invesco QQQ Trust
QQQ
$364B
| $2.36B | 0.18% |
4,840,363
-772,916
| -14% | -$377M |
|
119
CME Group
CME
$97.1B
| $2.34B | 0.18% |
10,456,349
-1,110,560
| -10% | -$249M |
|
120
Microchip Technology
MCHP
$34.2B
| $2.33B | 0.18% |
29,017,284
+11,838,146
| +69% | +$950M |
|
121
Carrier Global
CARR
$53.2B
| $2.32B | 0.18% |
28,833,396
-1,947,581
| -6% | -$157M |
|
122
Vanguard FTSE Europe ETF
VGK
$26.6B
| $2.28B | 0.17% |
32,038,408
-1,483,515
| -4% | -$105M |
|
123
iShares MSCI Japan ETF
EWJ
$15.2B
| $2.25B | 0.17% |
31,384,529
-2,179,067
| -6% | -$156M |
|
124
Fiserv
FI
$74.3B
| $2.21B | 0.17% |
12,304,875
+2,137,588
| +21% | +$384M |
|
125
Truist Financial
TFC
$59.8B
| $2.21B | 0.17% |
51,610,545
+6,786,848
| +15% | +$290M |
|