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 |
iShares Short Treasury Bond ETF
SHV
|
$3.85B |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.53B |
| 3 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
$1.22B |
| 4 |
Chevron
CVX
|
$1.1B |
| 5 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$985M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.64B |
| 2 |
DuPont de Nemours
DD
|
$1.47B |
| 3 |
Occidental Petroleum
OXY
|
$1.2B |
| 4 |
Merck
MRK
|
$954M |
| 5 |
Visa
V
|
$838M |
Sector Composition
| 1 | Technology | 13.66% |
| 2 | Financials | 13.19% |
| 3 | Healthcare | 9.98% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Industrials | 7.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
S&P Global
SPGI
$164B
| $856M | 0.17% |
3,771,085
-392,058
| -9% | -$89M |
|
127
iShares TIPS Bond ETF
TIP
$13.5B
| $840M | 0.16% |
7,276,580
-151,543
| -2% | -$17.5M |
|
128
Dover
DOV
$23.9B
| $838M | 0.16% |
8,504,293
+368,878
| +5% | +$36.3M |
|
129
iShares S&P 500 Growth ETF
IVW
$63B
| $831M | 0.16% |
4,651,890
-231,225
| -5% | -$41.3M |
|
130
Parker-Hannifin
PH
$94.3B
| $828M | 0.16% |
4,912,823
+595,437
| +14% | +$100M |
|
|
131
DuPont de Nemours
DD
$31.6B
| $827M | 0.16% |
11,198,554
-19,946,928
| -64% | -$1.47B |
|
132
MetLife
MET
$53.5B
| $815M | 0.16% |
16,581,678
+1,329,013
| +9% | +$65.3M |
|
133
Waste Connections
WCN
$46.3B
| $810M | 0.16% |
8,473,631
+91,493
| +1% | +$8.74M |
|
134
Vanguard Mid-Cap ETF
VO
$86.4B
| $809M | 0.16% |
4,886,001
-488,067
| -9% | -$80.8M |
|
135
iShares S&P 500 Value ETF
IVE
$40.7B
| $806M | 0.16% |
6,966,685
-334,399
| -5% | -$38.7M |
|
136
Illinois Tool Works
ITW
$76.1B
| $799M | 0.16% |
5,356,944
-63,595
| -1% | -$9.48M |
|
137
Synopsys
SNPS
$109B
| $782M | 0.15% |
6,228,559
+955,527
| +18% | +$120M |
|
138
iShares Core Dividend Growth ETF
DGRO
$33.3B
| $777M | 0.15% |
20,482,725
+1,378,479
| +7% | +$52.3M |
|
139
Hilton Worldwide
HLT
$64.8B
| $777M | 0.15% |
8,047,335
+292,185
| +4% | +$28.2M |
|
140
Vertex Pharmaceuticals
VRTX
$101B
| $774M | 0.15% |
4,333,703
-2,449,932
| -36% | -$438M |
|
141
Prudential Financial
PRU
$37.6B
| $768M | 0.15% |
7,744,023
-52,400
| -0.7% | -$5.2M |
|
142
Qualcomm
QCOM
$169B
| $765M | 0.15% |
10,142,962
+5,369,393
| +112% | +$405M |
|
143
Progressive
PGR
$144B
| $748M | 0.15% |
9,391,306
-976,324
| -9% | -$77.8M |
|
144
Ameriprise Financial
AMP
$47.3B
| $745M | 0.15% |
5,172,370
+107,918
| +2% | +$15.5M |
|
145
Charles Schwab
SCHW
$173B
| $744M | 0.15% |
18,513,173
-425,750
| -2% | -$17.1M |
|
146
iShares Russell Mid-Cap ETF
IWR
$43.9B
| $742M | 0.15% |
13,393,813
-88,002
| -0.7% | -$4.88M |
|
147
Elevance Health
ELV
$72.4B
| $735M | 0.14% |
2,604,167
+86,490
| +3% | +$24.4M |
|
148
Intuit
INTU
$184B
| $726M | 0.14% |
2,812,304
+774,853
| +38% | +$200M |
|
149
Arthur J. Gallagher & Co
AJG
$78.1B
| $725M | 0.14% |
8,432,371
+2,895,732
| +52% | +$249M |
|
150
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
| $719M | 0.14% |
6,358,699
+2,846,693
| +81% | +$322M |
|