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 |
Microsoft
MSFT
|
$6.27B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.32B |
| 4 |
Meta Platforms (Facebook)
META
|
$3.21B |
| 5 |
Apple
AAPL
|
$2.9B |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$3.23B |
| 2 |
JPMorgan BetaBuilders Europe ETF
BBEU
|
$1.76B |
| 3 |
Schwab US TIPS ETF
SCHP
|
$702M |
| 4 |
Nike
NKE
|
$702M |
| 5 |
Tesla
TSLA
|
$652M |
Sector Composition
| 1 | Technology | 20.52% |
| 2 | Healthcare | 11.04% |
| 3 | Financials | 9.44% |
| 4 | Consumer Discretionary | 8.87% |
| 5 | Industrials | 7.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Charles Schwab
SCHW
$167B
| $1.54B | 0.17% |
27,109,463
-2,831,813
| -9% | -$161M |
|
127
Union Pacific
UNP
$131B
| $1.52B | 0.17% |
7,449,949
-1,325,937
| -15% | -$271M |
|
128
iShares Russell 2000 ETF
IWM
$67.8B
| $1.52B | 0.17% |
8,128,672
-1,489,340
| -15% | -$279M |
|
129
Shopify
SHOP
$191B
| $1.5B | 0.16% |
23,255,301
+3,983,111
| +21% | +$257M |
|
130
Trade Desk
TTD
$25.5B
| $1.5B | 0.16% |
19,392,654
-201,063
| -1% | -$15.5M |
|
|
131
Nike
NKE
$109B
| $1.46B | 0.16% |
13,243,916
-6,360,044
| -32% | -$702M |
|
132
Danaher
DHR
$143B
| $1.44B | 0.16% |
6,764,934
+2,711,366
| +67% | +$577M |
|
133
Exact Sciences
EXAS
$10.2B
| $1.41B | 0.15% |
14,998,920
+1,048,128
| +8% | +$98.4M |
|
134
Starbucks
SBUX
$97.1B
| $1.4B | 0.15% |
14,146,699
+5,763,348
| +69% | +$571M |
|
135
Yum! Brands
YUM
$40.1B
| $1.39B | 0.15% |
10,050,414
+1,088,631
| +12% | +$151M |
|
136
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.39B | 0.15% |
8,810,382
-278,568
| -3% | -$44M |
|
137
Palo Alto Networks
PANW
$130B
| $1.39B | 0.15% |
10,874,494
-774,792
| -7% | -$99M |
|
138
Cigna
CI
$81.5B
| $1.38B | 0.15% |
4,909,932
+1,200,377
| +32% | +$337M |
|
139
MongoDB
MDB
$26.4B
| $1.37B | 0.15% |
3,344,255
-246,129
| -7% | -$101M |
|
140
Chubb
CB
$111B
| $1.37B | 0.15% |
7,094,741
+236,018
| +3% | +$45.4M |
|
141
HubSpot
HUBS
$25.7B
| $1.35B | 0.15% |
2,546,393
+42,703
| +2% | +$22.7M |
|
142
HCA Healthcare
HCA
$98.5B
| $1.35B | 0.15% |
4,456,271
-50,658
| -1% | -$15.4M |
|
143
Cencora
COR
$56.7B
| $1.35B | 0.15% |
6,992,844
-9,346
| -0.1% | -$1.8M |
|
144
PNC Financial Services
PNC
$80.5B
| $1.34B | 0.15% |
10,609,301
+939,279
| +10% | +$118M |
|
145
Infosys
INFY
$67.9B
| $1.34B | 0.15% |
83,099,498
+10,480,541
| +14% | +$168M |
|
146
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $1.3B | 0.14% |
17,195,179
+2,840,167
| +20% | +$215M |
|
147
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $1.29B | 0.14% |
16,324,101
+1,662,419
| +11% | +$131M |
|
148
Freeport-McMoran
FCX
$66.5B
| $1.29B | 0.14% |
32,226,360
-13,938,618
| -30% | -$558M |
|
149
Ventas
VTR
$30.9B
| $1.28B | 0.14% |
27,167,278
+2,924,324
| +12% | +$138M |
|
150
Biogen
BIIB
$20.6B
| $1.27B | 0.14% |
4,471,187
+362,324
| +9% | +$103M |
|