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
|
$5.59B |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$3.18B |
| 3 |
Amazon
AMZN
|
$2.09B |
| 4 |
NVIDIA
NVDA
|
$2.01B |
| 5 |
Meta Platforms (Facebook)
META
|
$1.99B |
Top Sells
| 1 |
Eli Lilly
LLY
|
$1.75B |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$1.33B |
| 3 |
UnitedHealth
UNH
|
$1.23B |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.17B |
| 5 |
Automatic Data Processing
ADP
|
$1.16B |
Sector Composition
| 1 | Technology | 18.3% |
| 2 | Healthcare | 11.5% |
| 3 | Financials | 9.97% |
| 4 | Consumer Discretionary | 9.25% |
| 5 | Industrials | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
ASML
ASML
$296B
| $1.44B | 0.18% |
2,110,648
-77,850
| -4% | -$53M |
|
127
Abbott
ABT
$231B
| $1.43B | 0.17% |
14,163,253
+1,117,373
| +9% | +$113M |
|
128
Truist Financial
TFC
$60.7B
| $1.42B | 0.17% |
41,689,798
-19,343,718
| -32% | -$660M |
|
129
iShares Russell 1000 Value ETF
IWD
$63.7B
| $1.38B | 0.17% |
9,088,950
-5,116,375
| -36% | -$779M |
|
130
Capital One
COF
$145B
| $1.36B | 0.17% |
14,123,739
+1,493,125
| +12% | +$144M |
|
131
Chubb
CB
$112B
| $1.33B | 0.16% |
6,858,723
-171,218
| -2% | -$33.2M |
|
132
Monster Beverage
MNST
$62B
| $1.29B | 0.16% |
23,830,850
+1,224,304
| +5% | +$66.1M |
|
133
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $1.27B | 0.15% |
15,465,562
+209,870
| +1% | +$17.2M |
|
134
Infosys
INFY
$68.8B
| $1.27B | 0.15% |
72,618,957
+4,557,724
| +7% | +$79.5M |
|
135
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $1.26B | 0.15% |
25,854,366
+7,512,406
| +41% | +$367M |
|
136
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $1.26B | 0.15% |
21,506,150
+502,409
| +2% | +$29.4M |
|
137
DexCom
DXCM
$31.7B
| $1.25B | 0.15% |
10,764,828
+117,732
| +1% | +$13.7M |
|
138
Workday
WDAY
$61.7B
| $1.23B | 0.15% |
5,951,816
+2,215,883
| +59% | +$458M |
|
139
PNC Financial Services
PNC
$81.7B
| $1.23B | 0.15% |
9,670,022
+400,814
| +4% | +$50.9M |
|
140
McKesson
MCK
$86B
| $1.22B | 0.15% |
3,428,306
-1,886,753
| -35% | -$672M |
|
141
Amphenol
APH
$138B
| $1.22B | 0.15% |
29,812,622
+1,512,926
| +5% | +$61.8M |
|
142
Sysco
SYY
$39.5B
| $1.22B | 0.15% |
15,735,594
+171,184
| +1% | +$13.2M |
|
143
Charter Communications
CHTR
$35.4B
| $1.21B | 0.15% |
3,375,275
+4,309
| +0.1% | +$1.54M |
|
144
CMS Energy
CMS
$21.4B
| $1.21B | 0.15% |
19,660,375
+774,927
| +4% | +$47.6M |
|
145
Target
TGT
$42.1B
| $1.2B | 0.15% |
7,219,419
+382,269
| +6% | +$63.3M |
|
146
Trade Desk
TTD
$25.4B
| $1.19B | 0.15% |
19,593,717
+7,471,935
| +62% | +$455M |
|
147
HCA Healthcare
HCA
$96.3B
| $1.19B | 0.14% |
4,506,929
-266,093
| -6% | -$70.2M |
|
148
Yum! Brands
YUM
$39.9B
| $1.18B | 0.14% |
8,961,783
+3,021,351
| +51% | +$399M |
|
149
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.5B
| $1.18B | 0.14% |
14,661,682
-2,159,250
| -13% | -$173M |
|
150
Palo Alto Networks
PANW
$129B
| $1.16B | 0.14% |
11,649,286
+2,611,124
| +29% | +$261M |
|