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 Short-Term Bond ETF
BSV
|
$5.56B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.68B |
| 3 |
AbbVie
ABBV
|
$964M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$801M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$756M |
Top Sells
| 1 |
Apple
AAPL
|
$2.34B |
| 2 |
Amazon
AMZN
|
$1.76B |
| 3 |
Cigna
CI
|
$1.06B |
| 4 |
Morgan Stanley
MS
|
$1.05B |
| 5 |
Microsoft
MSFT
|
$1.05B |
Sector Composition
| 1 | Technology | 16.69% |
| 2 | Financials | 11.81% |
| 3 | Healthcare | 10.26% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares 3-7 Year Treasury Bond ETF
IEI
$16.8B
| $1.45B | 0.18% |
11,112,736
+1,846,658
| +20% | +$240M |
|
127
Charter Communications
CHTR
$35.4B
| $1.43B | 0.18% |
1,962,431
-215,823
| -10% | -$157M |
|
128
Parker-Hannifin
PH
$95.9B
| $1.43B | 0.18% |
5,096,243
-269,499
| -5% | -$75.4M |
|
|
SIVB
129
DELISTED
SVB Financial Group
SIVB
| $1.42B | 0.18% |
2,198,909
-230,058
| -9% | -$149M |
|
130
Synopsys
SNPS
$111B
| $1.37B | 0.17% |
4,580,827
-809,942
| -15% | -$243M |
|
131
Lyft
LYFT
$6.97B
| $1.37B | 0.17% |
25,587,270
-1,516,853
| -6% | -$81.3M |
|
132
Qualcomm
QCOM
$172B
| $1.35B | 0.17% |
10,449,501
-1,591,453
| -13% | -$205M |
|
133
Sysco
SYY
$39.5B
| $1.33B | 0.16% |
16,986,709
+1,097,743
| +7% | +$86.2M |
|
134
Merck
MRK
$210B
| $1.3B | 0.16% |
17,268,934
-3,718,145
| -18% | -$279M |
|
135
Walmart
WMT
$805B
| $1.3B | 0.16% |
27,908,838
-453,411
| -2% | -$21.1M |
|
136
iShares Russell 2000 ETF
IWM
$67.4B
| $1.3B | 0.16% |
5,920,129
-375,607
| -6% | -$82.2M |
|
137
Walt Disney
DIS
$214B
| $1.29B | 0.16% |
7,624,131
-921,370
| -11% | -$156M |
|
138
Hartford Financial Services
HIG
$37.9B
| $1.28B | 0.16% |
18,282,958
-377,727
| -2% | -$26.5M |
|
139
General Dynamics
GD
$86.7B
| $1.27B | 0.16% |
6,461,833
-103,148
| -2% | -$20.2M |
|
140
Salesforce
CRM
$233B
| $1.24B | 0.15% |
4,588,892
+1,258,981
| +38% | +$341M |
|
141
iShares Core US Aggregate Bond ETF
AGG
$131B
| $1.23B | 0.15% |
10,691,397
-4,033,707
| -27% | -$463M |
|
142
Infosys
INFY
$68.8B
| $1.23B | 0.15% |
55,129,969
+313,687
| +0.6% | +$6.98M |
|
143
Best Buy
BBY
$16.3B
| $1.22B | 0.15% |
11,524,485
+514,656
| +5% | +$54.4M |
|
144
Chipotle Mexican Grill
CMG
$55.5B
| $1.22B | 0.15% |
33,489,750
+483,800
| +1% | +$17.6M |
|
145
McKesson
MCK
$86B
| $1.2B | 0.15% |
6,041,446
-1,198,852
| -17% | -$239M |
|
146
Centene
CNC
$14.1B
| $1.2B | 0.15% |
19,276,268
+7,814,868
| +68% | +$487M |
|
147
Ventas
VTR
$30.8B
| $1.19B | 0.15% |
21,493,800
+2,611,664
| +14% | +$144M |
|
148
Shopify
SHOP
$189B
| $1.18B | 0.15% |
8,735,830
+1,694,590
| +24% | +$230M |
|
149
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$614M
| $1.18B | 0.15% |
22,730,007
-693,515
| -3% | -$36.1M |
|
150
Corpay
CPAY
$22.6B
| $1.18B | 0.15% |
4,515,083
+1,697,756
| +60% | +$444M |
|