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 Bond Market
BND
|
$2.22B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$2.05B |
| 3 |
AbbVie
ABBV
|
$1.78B |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
$1.63B |
| 5 |
Exxon Mobil
XOM
|
$1.6B |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$3.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.35B |
| 3 |
Tesla
TSLA
|
$1.22B |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.13B |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.03B |
Sector Composition
| 1 | Technology | 17.24% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 11.59% |
| 4 | Consumer Discretionary | 9.21% |
| 5 | Industrials | 7.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Salesforce
CRM
$233B
| $1.42B | 0.17% |
6,692,781
+1,426,401
| +27% | +$303M |
|
127
Union Pacific
UNP
$132B
| $1.39B | 0.17% |
5,073,915
+428,813
| +9% | +$117M |
|
128
Amgen
AMGN
$151B
| $1.36B | 0.16% |
5,612,280
+2,017,567
| +56% | +$488M |
|
129
Charter Communications
CHTR
$35.4B
| $1.36B | 0.16% |
2,486,751
+713,884
| +40% | +$389M |
|
130
Qualcomm
QCOM
$172B
| $1.35B | 0.16% |
8,858,863
+286,583
| +3% | +$43.8M |
|
131
iShares US Treasury Bond ETF
GOVT
$27.9B
| $1.33B | 0.16% |
53,347,618
-10,022,916
| -16% | -$250M |
|
132
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $1.33B | 0.16% |
12,876,826
-3,584,064
| -22% | -$369M |
|
|
SIVB
133
DELISTED
SVB Financial Group
SIVB
| $1.32B | 0.16% |
2,364,708
+81,377
| +4% | +$45.5M |
|
134
Hartford Financial Services
HIG
$37.9B
| $1.31B | 0.16% |
18,299,038
-674,797
| -4% | -$48.5M |
|
135
Lyft
LYFT
$6.97B
| $1.31B | 0.16% |
34,140,845
+3,121,824
| +10% | +$120M |
|
|
AMJ
136
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
| $1.31B | 0.16% |
62,678,214
+595,871
| +1% | +$12.5M |
|
137
TJX Companies
TJX
$157B
| $1.31B | 0.16% |
21,612,026
+621,425
| +3% | +$37.6M |
|
138
IBM
IBM
$230B
| $1.31B | 0.16% |
10,060,256
+131,233
| +1% | +$17.1M |
|
139
T-Mobile US
TMUS
$284B
| $1.29B | 0.16% |
10,050,124
-61,107
| -0.6% | -$7.84M |
|
140
Vertex Pharmaceuticals
VRTX
$102B
| $1.26B | 0.15% |
4,812,669
+348,338
| +8% | +$90.9M |
|
141
Marriott International Class A Common Stock
MAR
$73B
| $1.25B | 0.15% |
7,088,471
+57,563
| +0.8% | +$10.1M |
|
142
HCA Healthcare
HCA
$96.3B
| $1.23B | 0.15% |
4,909,564
+535,754
| +12% | +$134M |
|
143
Estee Lauder
EL
$31.5B
| $1.23B | 0.15% |
4,510,487
-478,007
| -10% | -$130M |
|
144
Sea Limited
SE
$112B
| $1.22B | 0.15% |
10,215,086
-814,627
| -7% | -$97.6M |
|
145
Diamondback Energy
FANG
$41.3B
| $1.21B | 0.15% |
8,812,742
+1,318,670
| +18% | +$181M |
|
146
Walt Disney
DIS
$214B
| $1.19B | 0.14% |
8,696,273
+807,104
| +10% | +$111M |
|
147
Seagate
STX
$39.1B
| $1.16B | 0.14% |
12,957,187
+940,513
| +8% | +$84.6M |
|
148
Ingersoll Rand
IR
$31.5B
| $1.15B | 0.14% |
22,886,219
-1,430,729
| -6% | -$72M |
|
149
Cencora
COR
$56.7B
| $1.15B | 0.14% |
7,405,711
-423,597
| -5% | -$65.5M |
|
150
Best Buy
BBY
$16.3B
| $1.14B | 0.14% |
12,583,090
+955,175
| +8% | +$86.8M |
|