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 Total International Bond ETF
BNDX
|
$2.34B |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.65B |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.58B |
| 4 |
iShares MBS ETF
MBB
|
$1.3B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.18B |
Top Sells
| 1 |
Apple
AAPL
|
$776M |
| 2 |
Johnson & Johnson
JNJ
|
$698M |
| 3 |
Mondelez International
MDLZ
|
$646M |
| 4 |
CVS Health
CVS
|
$591M |
| 5 |
UnitedHealth
UNH
|
$555M |
Sector Composition
| 1 | Technology | 13.13% |
| 2 | Financials | 12.96% |
| 3 | Healthcare | 10.58% |
| 4 | Consumer Discretionary | 9.3% |
| 5 | Industrials | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
KeyCorp
KEY
$21.2B
| $802M | 0.16% | 50,945,970 -1,542,735 | -3% | -$24.3M |
|
127
Loews
L
$20.1B
| $802M | 0.16% | 16,732,132 +74,337 | +0.4% | +$3.56M |
|
128
Delta Air Lines
DAL
$40.3B
| $788M | 0.16% | 15,248,913 -2,191,943 | -13% | -$113M |
|
129
Public Storage
PSA
$51.7B
| $786M | 0.16% | 3,608,761 -241,506 | -6% | -$52.6M |
|
130
Illinois Tool Works
ITW
$77.1B
| $778M | 0.16% | 5,420,539 -1,093,030 | -17% | -$157M |
|
131
Illumina
ILMN
$15.8B
| $777M | 0.16% | 2,500,316 +39,904 | +2% | +$12.4M |
|
132
US Bancorp
USB
$76B
| $771M | 0.16% | 15,988,823 -657,641 | -4% | -$31.7M |
|
133
Dover
DOV
$24.5B
| $763M | 0.16% | 8,135,415 -266,697 | -3% | -$25M |
|
134
Gilead Sciences
GILD
$140B
| $749M | 0.15% | 11,522,874 -2,386,390 | -17% | -$155M |
|
135
Progressive
PGR
$145B
| $747M | 0.15% | 10,367,630 +72,786 | +0.7% | +$5.25M |
|
136
Waste Connections
WCN
$47.5B
| $743M | 0.15% | 8,382,138 -1,034,526 | -11% | -$91.6M |
|
137
Parker-Hannifin
PH
$96.2B
| $741M | 0.15% | 4,317,386 -235,834 | -5% | -$40.5M |
|
138
Abbott
ABT
$231B
| $739M | 0.15% | 9,242,118 +1,621,131 | +21% | +$130M |
|
139
Vornado Realty Trust
VNO
$7.3B
| $728M | 0.15% | 10,791,729 -2,723,422 | -20% | -$184M |
|
140
iShares Russell Mid-Cap ETF
IWR
$44.4B
| $727M | 0.15% | 13,481,815 -183,096 | -1% | -$9.88M |
|
141
Elevance Health
ELV
$71.8B
| $723M | 0.15% | 2,517,677 -373,299 | -13% | -$107M |
|
142
Federal Realty Investment Trust
FRT
$8.67B
| $721M | 0.15% | 5,231,242 +34,756 | +0.7% | +$4.79M |
|
143
Constellation Brands
STZ
$28.5B
| $720M | 0.15% | 4,107,114 +1,191,984 | +41% | +$209M |
|
144
Prudential Financial
PRU
$38.6B
| $716M | 0.15% | 7,796,423 +702,084 | +10% | +$64.5M |
|
145
CBRE Group
CBRE
$48.2B
| $711M | 0.15% | 14,372,772 -678,204 | -5% | -$33.5M |
|
146
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $709M | 0.14% | 3,741,179 -33,028 | -0.9% | -$6.26M |
|
147
iShares Core Dividend Growth ETF
DGRO
$33.7B
| $702M | 0.14% | 19,104,246 +2,290,941 | +14% | +$84.2M |
|
148
Marsh & McLennan
MMC
$101B
| $688M | 0.14% | 7,330,433 -393,873 | -5% | -$37M |
|
149
Global Payments
GPN
$21.5B
| $685M | 0.14% | 5,015,758 -107,804 | -2% | -$14.7M |
|
150
American Express
AXP
$231B
| $683M | 0.14% | 6,251,760 +966,544 | +18% | +$106M |
|