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 |
Broadcom
AVGO
|
$4.02B |
| 2 |
Walt Disney
DIS
|
$2.31B |
| 3 |
Arthur J. Gallagher & Co
AJG
|
$2.19B |
| 4 |
Walmart
WMT
|
$2.04B |
| 5 |
McDonald's
MCD
|
$1.85B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$2.59B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.5B |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$2.38B |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$2.21B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05B |
Sector Composition
| 1 | Technology | 24.62% |
| 2 | Financials | 10.74% |
| 3 | Consumer Discretionary | 10.45% |
| 4 | Healthcare | 8.46% |
| 5 | Communication Services | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Medtronic
MDT
$118B
| $2.75B | 0.2% |
34,425,599
+3,685,673
| +12% | +$294M |
|
102
Invesco QQQ Trust
QQQ
$364B
| $2.74B | 0.2% |
5,368,867
+528,504
| +11% | +$270M |
|
103
Palo Alto Networks
PANW
$128B
| $2.7B | 0.2% |
14,865,105
+7,693,488
| +107% | +$95M |
|
104
Merck
MRK
$210B
| $2.7B | 0.2% |
27,109,855
-176,010
| -0.6% | -$17.5M |
|
105
Uber
UBER
$194B
| $2.7B | 0.2% |
44,693,001
-16,971,991
| -28% | -$1.02B |
|
106
Chipotle Mexican Grill
CMG
$56B
| $2.69B | 0.2% |
44,550,526
+1,358,178
| +3% | +$81.9M |
|
107
Micron Technology
MU
$133B
| $2.66B | 0.2% |
31,646,366
-2,357,694
| -7% | -$198M |
|
108
Spotify
SPOT
$143B
| $2.64B | 0.2% |
5,905,959
+1,510,874
| +34% | +$676M |
|
109
TJX Companies
TJX
$155B
| $2.63B | 0.2% |
21,757,797
-6,359,364
| -23% | -$768M |
|
110
DoorDash
DASH
$106B
| $2.62B | 0.19% |
15,591,923
+1,338,489
| +9% | +$225M |
|
111
Fidelity National Information Services
FIS
$35.6B
| $2.61B | 0.19% |
32,276,481
+10,792,471
| +50% | +$872M |
|
112
PG&E
PCG
$33.7B
| $2.6B | 0.19% |
128,830,029
-4,809,993
| -4% | -$97.1M |
|
113
Ameriprise Financial
AMP
$47.8B
| $2.56B | 0.19% |
4,801,913
+516,437
| +12% | +$275M |
|
114
Vertex Pharmaceuticals
VRTX
$102B
| $2.54B | 0.19% |
6,313,107
-615,480
| -9% | -$248M |
|
115
CME Group
CME
$97.1B
| $2.51B | 0.19% |
10,793,412
+337,063
| +3% | +$78.3M |
|
116
Shopify
SHOP
$182B
| $2.5B | 0.19% |
23,513,193
+5,564,430
| +31% | +$592M |
|
117
Quanta Services
PWR
$55.8B
| $2.48B | 0.18% |
7,858,274
-150,654
| -2% | -$47.6M |
|
118
McKesson
MCK
$85.9B
| $2.48B | 0.18% |
4,350,223
+370,928
| +9% | +$211M |
|
119
iShares 7-10 Year Treasury Bond ETF
IEF
$35.6B
| $2.47B | 0.18% |
26,743,507
-1,019,975
| -4% | -$94.3M |
|
120
Union Pacific
UNP
$132B
| $2.44B | 0.18% |
10,720,641
+2,163,404
| +25% | +$493M |
|
|
121
JPMorgan BetaBuilders Europe ETF
BBEU
$4.13B
| $2.44B | 0.18% |
43,942,695
-45,106,049
| -51% | -$2.5B |
|
122
iShares Core S&P Mid-Cap ETF
IJH
$99.4B
| $2.43B | 0.18% |
38,961,128
+907,038
| +2% | +$56.5M |
|
123
Marvell Technology
MRVL
$53.7B
| $2.42B | 0.18% |
21,929,878
+3,773,524
| +21% | +$417M |
|
124
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.7B
| $2.39B | 0.18% |
23,861,660
-596,666
| -2% | -$59.9M |
|
125
Boston Scientific
BSX
$159B
| $2.34B | 0.17% |
26,243,653
+204,261
| +0.8% | +$18.2M |
|