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 |
Bristol-Myers Squibb
BMY
|
+$1.02B |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.02B |
| 3 |
Truist Financial
TFC
|
+$1B |
| 4 |
Tesla
TSLA
|
+$912M |
| 5 |
Johnson & Johnson
JNJ
|
+$842M |
Top Sells
| 1 |
Pfizer
PFE
|
+$1.5B |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$1.27B |
| 3 |
Microsoft
MSFT
|
+$1.05B |
| 4 |
STI
SunTrust Banks, Inc.
STI
|
+$987M |
| 5 |
CELG
Celgene Corp
CELG
|
+$929M |
Sector Composition
| 1 | Technology | 14.23% |
| 2 | Financials | 13.12% |
| 3 | Healthcare | 10.39% |
| 4 | Consumer Discretionary | 9.46% |
| 5 | Industrials | 7.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Royal Caribbean
RCL
$89.3B
| $847M | 0.16% |
6,344,265
-1,618,001
| -20% | -$216M |
|
127
ServiceNow
NOW
$199B
| $844M | 0.16% |
2,989,465
-1,264,264
| -30% | -$357M |
|
128
iShares Russell Mid-Cap ETF
IWR
$44.7B
| $843M | 0.16% |
14,145,275
+497,687
| +4% | +$29.7M |
|
129
Illinois Tool Works
ITW
$76.3B
| $842M | 0.16% |
4,689,045
-665,180
| -12% | -$119M |
|
130
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$945M
| $840M | 0.16% |
9,468,415
+5,171,822
| +120% | +$459M |
|
131
Qualcomm
QCOM
$180B
| $832M | 0.16% |
9,428,630
+434,218
| +5% | +$38.3M |
|
132
iShares MSCI India ETF
INDA
$9.48B
| $829M | 0.15% |
23,571,752
+4,439,687
| +23% | +$156M |
|
133
Entergy
ETR
$39.6B
| $824M | 0.15% |
13,755,682
+9,406,572
| +216% | +$563M |
|
134
American Express
AXP
$237B
| $813M | 0.15% |
6,534,368
+603,593
| +10% | +$75.1M |
|
135
iShares TIPS Bond ETF
TIP
$14B
| $813M | 0.15% |
6,970,893
-2,254,823
| -24% | -$263M |
|
136
MetLife
MET
$52.6B
| $807M | 0.15% |
15,842,595
+921,123
| +6% | +$46.9M |
|
137
Equinix
EQIX
$77.4B
| $803M | 0.15% |
1,375,850
-91,391
| -6% | -$53.3M |
|
138
Amgen
AMGN
$154B
| $800M | 0.15% |
3,319,937
+2,054,336
| +162% | +$495M |
|
139
KeyCorp
KEY
$20.9B
| $790M | 0.15% |
39,050,846
-8,381,060
| -18% | -$170M |
|
140
DexCom
DXCM
$26.5B
| $789M | 0.15% |
14,421,976
-3,532
| -0% | -$193K |
|
141
Trane Technologies
TT
$90.5B
| $777M | 0.14% |
5,845,578
+893,318
| +18% | +$119M |
|
142
Cisco
CSCO
$270B
| $775M | 0.14% |
16,159,190
-1,956,783
| -11% | -$93.8M |
|
143
Marsh & McLennan
MMC
$96.7B
| $769M | 0.14% |
6,905,160
-485,006
| -7% | -$54M |
|
144
Deere & Co
DE
$127B
| $769M | 0.14% |
4,439,613
+3,838
| +0.1% | +$665K |
|
145
Public Storage
PSA
$49B
| $769M | 0.14% |
3,610,567
+248,174
| +7% | +$52.9M |
|
146
Broadcom
AVGO
$1.63T
| $766M | 0.14% |
24,248,230
-13,683,070
| -36% | -$432M |
|
147
Walt Disney
DIS
$205B
| $756M | 0.14% |
5,227,439
-1,861,345
| -26% | -$269M |
|
148
CBRE Group
CBRE
$48.8B
| $749M | 0.14% |
12,219,301
-1,615,138
| -12% | -$99M |
|
149
Ameriprise Financial
AMP
$46.1B
| $739M | 0.14% |
4,437,771
-1,281,297
| -22% | -$213M |
|
150
Las Vegas Sands
LVS
$37B
| $737M | 0.14% |
10,678,964
+5,444,109
| +104% | +$376M |
|