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 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$3.58B |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.7B |
| 3 |
Apple
AAPL
|
$1.81B |
| 4 |
Meta Platforms (Facebook)
META
|
$1.63B |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$1.57B |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.27B |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$922M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$854M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$801M |
Sector Composition
| 1 | Technology | 16.86% |
| 2 | Financials | 11.83% |
| 3 | Consumer Discretionary | 10.54% |
| 4 | Healthcare | 10.31% |
| 5 | Industrials | 8.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Synopsys
SNPS
$111B
| $1.49B | 0.18% |
5,390,769
-362,615
| -6% | -$100M |
|
|
127
Financial Select Sector SPDR Fund
XLF
$54.2B
| $1.47B | 0.18% |
40,104,114
-25,139,064
| -39% | -$922M |
|
128
Zimmer Biomet
ZBH
$20.8B
| $1.47B | 0.18% |
9,404,410
+177,596
| +2% | +$27.7M |
|
129
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $1.45B | 0.17% |
11,550,619
-192,870
| -2% | -$24.3M |
|
130
Vanguard Information Technology ETF
VGT
$99.7B
| $1.45B | 0.17% |
3,624,816
+487,680
| +16% | +$194M |
|
131
Chubb
CB
$112B
| $1.44B | 0.17% |
9,089,772
-1,432,880
| -14% | -$228M |
|
132
iShares Russell 2000 ETF
IWM
$67.4B
| $1.44B | 0.17% |
6,295,736
-2,416,980
| -28% | -$554M |
|
133
Intuit
INTU
$186B
| $1.44B | 0.17% |
2,942,030
+111,814
| +4% | +$54.8M |
|
134
McKesson
MCK
$86B
| $1.38B | 0.17% |
7,240,298
-395,792
| -5% | -$75.7M |
|
|
SIVB
135
DELISTED
SVB Financial Group
SIVB
| $1.35B | 0.16% |
2,428,967
+1,235,927
| +104% | +$688M |
|
136
Walmart
WMT
$805B
| $1.33B | 0.16% |
28,362,249
-737,691
| -3% | -$34.7M |
|
137
Eastman Chemical
EMN
$7.88B
| $1.32B | 0.16% |
11,306,270
-525,747
| -4% | -$61.4M |
|
138
Fidelity National Information Services
FIS
$35.9B
| $1.32B | 0.16% |
9,297,376
+1,931,954
| +26% | +$274M |
|
139
Zillow
Z
$20.3B
| $1.32B | 0.16% |
10,776,426
+577,338
| +6% | +$70.6M |
|
140
Amgen
AMGN
$151B
| $1.3B | 0.16% |
5,348,827
+236,678
| +5% | +$57.7M |
|
141
Invesco QQQ Trust
QQQ
$368B
| $1.28B | 0.15% |
3,623,255
-33,615
| -0.9% | -$11.9M |
|
142
Uber
UBER
$192B
| $1.28B | 0.15% |
25,590,663
+3,667,749
| +17% | +$184M |
|
143
Roku
ROKU
$14.3B
| $1.28B | 0.15% |
2,780,272
+787,696
| +40% | +$362M |
|
144
Best Buy
BBY
$16.3B
| $1.27B | 0.15% |
11,009,829
-380,452
| -3% | -$43.7M |
|
145
Honeywell
HON
$137B
| $1.25B | 0.15% |
5,709,699
-490,798
| -8% | -$108M |
|
146
Yum! Brands
YUM
$39.9B
| $1.25B | 0.15% |
10,880,492
+1,389,521
| +15% | +$160M |
|
147
Yum China
YUMC
$16.4B
| $1.25B | 0.15% |
18,796,027
-1,107,719
| -6% | -$73.4M |
|
148
Vanguard Short-Term Bond ETF
BSV
$38.4B
| $1.24B | 0.15% |
15,078,479
+12,434,002
| +470% | +$1.02B |
|
149
Pfizer
PFE
$140B
| $1.24B | 0.15% |
31,633,701
-3,671,391
| -10% | -$144M |
|
150
General Dynamics
GD
$86.7B
| $1.24B | 0.15% |
6,564,981
-36,607
| -0.6% | -$6.89M |
|